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Business Analyst 

Division Cadaret, Grant & Co., Inc.  
Position Business Analyst  
Location Cadaret, Grant & Co., Inc. - Home Office  
Full-Time/Part-Time Full-Time  

Cadaret Grant is looking for a Business Analyst to join our Data Solutions team. At Cadaret Grant, we offer our employees the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations.

This position is responsible for various functions within Data Solutions Department, including assisting with research and support for processes, development and maintenance of reporting functionality, creation of regulatory and management reporting, and analyzing data discrepancies. The Business Analyst responsibilities will include research and support for the raw data receive from vendors and testing and documentation of production changes.

Position Requirements
  • Produce, manage, develop and maintain reports for use by various internal departments.
  • Creation of detailed reports as requested by both management and regulatory reporting requests.
  • Provide research, support and resolution for all in-bound & out-bound files.
  • Provide testing support for all in-bound and out-bound files.
  • Conduct research and supply comprehensive support for operational questions, including assistance related to processing and reporting.
  • Initiation, follow up, testing and resolution of production tickets.
  • Test and document changes thoroughly for appropriate auditing records.
  • Quality review and documentation of payout testing to advisors on a cycle basis.
  • Other duties assigned by management.


  • Bachelor’s degree in business, business analytics, finance, or related field required.
  • Demonstrated professional work history in business analytics, preferably in the financial services industry.
  • Strong analytical abilities and attention to detail.
  • Must be able to identify routine processing problems and identify steps for resolutions.
  • Proficient in Microsoft Office products, including Excel.
  • Strong oral and written communication skills.
  • Self-motivated, demonstrated high level of initiative.

Cadaret Grant & Co. seeks employee candidates who are ambitious, dedicated, and spirited. Our collaborative culture offers community through shared goals and strong work ethics. To learn more about Cadaret Grant, please visit


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