Job Overview
Position
Business Analyst
Company
BMO Wealth Management - U.S.
Location
Chicago, IL
Work Type
On-site
Job ID
li-4416744774
Job Description
BMO - Business Analyst (Financial/Banking)
Role:
Business Analyst
Location:
Chicago/Naperville (onsite 2 days a week)
Duration:
24 Months+ extension/conversion
Structure
: W2 contract (no C2C or H1 sponsor)
Start Date:
ASAP
Interview Process
: 1 round virtual
Compensation:
$105,000 - $140,000
Benefits:
Medical, Dental, Vision, 401K, Equipment ect.
**Must have previous Business Analyst experience working within banking or financial institutions in wealth AND background in AI **
Must Haves:
- 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
- Experience working under senior leadership
Nice to Haves:
- 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
Day to Day:
- 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
- Act as a strong core BA, without expectations around ETL development or dashboard buildouts
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