Wealth Technology AI Business Analyst

Sit onsite in Naperville 2 days per week and collaborate closely with business and technical teams
Partner with wealth management stakeholders to understand business problems and AI use cases
Investigate where required data lives and identify relevant data sources for machine learning models
Convert business requests (e.g., “do XYZ with this data”) into structured, high‑level requirements
Create and maintain LRDs and other waterfall requirements documentation
Work closely with data engineers, who will handle data builds and pipelines
Support multiple ongoing machine learning and AI initiatives focused on wealth use cases
Help define success criteria, personas, and access needs for Gen AI projects
Ensure requirements are clear, actionable, and aligned with business priorities

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Local to Naperville, IL and willing to be onsite 2 days per week
Strong core Business Analyst experience with end‑to‑end requirements gathering
Prior experience supporting wealth management initiatives
Experience working on AI, machine learning, or advanced analytics projects
Ability to investigate, identify, and document data sources across enterprise systems
Experience translating business needs into high‑level and detailed requirements (LRDs / waterfall documentation)
Comfortable working in a waterfall delivery model
Ability to partner closely with business stakeholders to define use cases and success criteria
Strong communication skills and ability to interface with both business and technical teams
Ability to support multiple machine learning projects simultaneously

Prior experience within large financial institutions or enterprise banking environments
Experience supporting Gen AI use cases in wealth management
Familiarity with customer data, wealth data, and financial datasets
Experience collaborating with data engineers and data science teams
Understanding of personas, access controls, and governance in AI initiatives
Experience helping structure ambiguous or “random” AI use cases into clear requirements

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.