Project Analyst

About This Role

This Operations Project Analyst role supports the planning, execution, and governance of programs and projects across the US Retail business. Sitting within the PMO, the analyst works closely with Program Managers to ensure initiatives are delivered with rigor, clarity, and strong business insight. This is an excellent opportunity for an analytically strong professional who wants to operate at the intersection of business operations, technology, and transformation in a fast-scaling insurance brokerage.

Responsibilities

• Partner with Project Managers to support the execution of assigned projects, including tracking workstream progress, dependencies, risks, and issues
• Coordinate with cross-functional stakeholders to gather updates, resolve action items, and support meeting preparation and follow-through
• Support change management activities for assigned projects, including stakeholder impact assessments, communication planning, and adoption tracking
• Develop and maintain program documentation, including project plans, status reports, RAID logs, and decision logs
• Support UAT planning and execution, working with business teams and technology partners to validate that solutions meet requirements
• Maintain accurate and timely project documentation in PMO tools (e.g., Monday.com) in accordance with governance standards
• Support portfolio-level reporting by consolidating status, risks, and milestones across assigned programs
• Contribute to benefits tracking and lessons learned documentation at program completion
• Assist in the development and maintenance of PMO templates, tools, and standard operating procedures
• Conduct current-state analysis and gap assessments to support the design of future-state solutions
• Support the development of business cases and initiative intake documentation in alignment with PMO standards
• Elicit, document, and validate business requirements for assigned programs and projects in partnership with Program Managers and business stakeholders
• Develop clear functional specifications, use cases, user stories, and acceptance criteria to support technology and process delivery teams

Requirements

• Ability to synthesize complex or ambiguous information into a clear narrative and recommendation
• Excellent written and verbal communication skills, with experience producing clear documentation for diverse audiences
• Proven ability to manage multiple tasks in a fast-paced environment with strong attention to detail
• Collaborative and proactive, with the ability to build effective working relationships across business and technology teams
• Demonstrated experience connecting analysis and project activity to business outcomes
• 3-6 years of experience in a project analyst or project delivery role, preferably within insurance brokerage or a related financial services environment