Legg Mason

  • Junior Business Analyst - Entry Level

    Job Locations US-UT-Salt Lake City
    Req. #
    Alternative Distribution Strategies
    Position Type
  • Position Overview

    Are you interested in joining an innovative team of finance and technology professionals who are building the latest in digital investment advice solutions? Financial Guard is currently seeking a motivated individual with foundational knowledge and skills in financial mathematics, financial advice and investing, goal-based planning algorithms and agile approaches to software development. You will create and write detailed plans and specifications, develop financial spreadsheets, envision user experience, conduct usability testing, and perform acceptance testing of digital financial advice software.

    Key Responsibilities:

    • Assist business analysis teams in creating product requirements and specifications
    • Work closely with software development and QA teams to clearly articulate requirements and specifications
    • Work with key business group leaders to identify and evaluate upcoming opportunities
    • Develop user journeys and story maps that outline the high-level user experience
    • Design site maps and information architectures that detail the user experience
    • Work with designers to ensure mobile and web apps are consistent with requirements
    • Conduct usability testing with internal and external groups to refine the user experience
    • Perform acceptance testing to ensure requirements are met
    • Assist with product demos to internal stakeholders, customers and potential clients
    • Evaluate market data by performing a variety of task analysis and business processes
    • Write technical reports and manuals for the benefit of end users


    • B.S. in Business Management, Management, Economics, International Business, Personal Financial Planning or a related field
    • Strong experience in Microsoft Excel and Word
    • Exceptional interpersonal, communication and presentation skills
    • Strong problem solving and decision-making skills
    • Proficiency in preparing product, test and analysis plans and related documents
    • Proficiency in present & future value, amortization and other financial mathematics
    • Exposure to or experience with the financial planning process
    • UX and mobile/web design talent or experience is ideal
    • Experience with Jira, Confluence, and Axure is a plus

    Company Overview

    Financial Guard is an online digital investment solutions provider located in Salt Lake City, UT. A majority owned affiliate and subsidiary of Legg Mason, Financial Guard is focused on delivering relevant investment solutions to our clients – both financial advisor intermediaries and end investors – through innovative mobile and web applications.


    Financial Guard offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), profit-sharing, paid time off, and much more.


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