, Pennsylvania

At Ascensus, technology is more than just a solution. It powers the business that helps millions of people save for what matters—retirement, education, and healthcare.  Our technology experts tackle exciting challenges in collaborative teams, but work in an environment where individual and career development is always valued.  Technology associates leverage their talents and passion, building new and innovative platforms, creating programs founded in automation in agile frameworks, and driving existing and new markets—all of which supports the rapid growth of a dynamic industry leader.

Section 1 - Position Summary: 

The Business Analyst II is a key member of the cross-functional Agile Scrum Team. In collaboration with the Product Owner, the Business Analysts II works to assess business need and desired outcomes, elicit requirements from stakeholders and customers, define features, and create effective user stories to produce a healthy Product Backlog. With a focus on strategic product development, the Business Analyst II enables the scrum team to deliver business value through technology while promoting Agile/Scrum best practices. The ability build relationships and partner with the business and technology in a fast-paced environment are critical to this role.  

Section -2 Job Functions, Essential Duties and Responsibilities: 

Partners with the Product Owner to shape strategic initiatives, define the product roadmap, and prioritize features in alignment with business objectives 

Drives requirements gathering with business partners and stakeholders, conducting interviews and research, and bringing technical product knowledge to strategic business conversations 

Produces project documentation including process flows, wireframes, and other artifacts to support the project life cycle 

Translates complex business needs into clear, detailed requirements/user stories with actionable acceptance criteria 

Researches and evaluates alternative solutions to stated business problems 

Maintains an organized product backlog of prioritized user stories, capturing evolving requirements and adjusting priorities as required 

Evaluates issues with existing system logic, driving improvements, and producing documentation to support recommended changes 

Participates in technical design solution discussions to clarify required systems capabilities and limitations, define user interfaces, and drive performance standards 

Participates in UX design sessions, discussions, and usability testing as required 

Provides support to the Product Owner, taking on tasks as requested, and helping to identify and resolve project impacts and dependencies 

Partners with Product Owner to lead backlog refinement sessions and actively participates in all scrum ceremonies including: stand-ups, sprint reviews/demos, release and sprint planning, and team retrospectives  

Provides QA and UAT testing assistance and support as needed 

Assists with organizational readiness by producing training materials and providing system demos 

Works to continually enhance domain knowledge of systems, products, and industry, helping to drive personal and professional development 

Collaborates with team members to expand knowledge of agile/scrum, apply best practices, and drive continuous improvement 

Works with Product Owner and team to plan and execute release-on-demand project implementations 

Approaches challenges with a growth mindset, helping to drive solutions, and achieve business results 

Completes accurate and timely updates as required to time and project tracking systems 

Assists with other tasks and project deliverables as assigned    

Demonstrates I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® 

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients 



Section 3: Experience, Skills, Knowledge Requirements 

A Minimum of 3-5 years of experience as a Business or Systems Analyst or comparable role 

A Minimum 3-5 years of retirement industry or financial services experience 

Proven ability to optimally balance multiple tasks and priorities in a fast-paced environment 

Proactive and self-motivated with a strong desire to learn and grow 

Experience with and interest in Agile and Scrum 

Demonstrated success in Business Analyst position or equivalent work experience 

Bachelor’s degree or equivalent work experience 

Excellent analytical skills 

Excellent verbal and written communication skills 

Experience using common PC applications including SQL and MS Office 

Experience writing user stories and acceptance criteria  

Experience with testing and user support 

Ability to work collaboratively as part of a scrum team 

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.


At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.


Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 
See Job Description

, Pennsylvania

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

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