About Exavalu
Founded in 2018 and headquartered in Newport Beach, California, Exavalu is built by former CIOs, CXOs, and Big 5 consulting leaders. We specialize in delivering enterprise-scale digital transformation solutions across Insurance, Banking & Financial Services, and Healthcare industries.
With delivery centers across India, Canada and the US, Exavalu is recognized for its agile culture, innovation mindset, and employee-first setting. We are committed to building modern, scalable, and business-driven technology solutions for global enterprise clients.
Position: Business Analyst (Retirement & Annuities)
Experience: 10+ years
Location: Remote
Employment Type: Full-Time
Position Overview
We are seeking an experienced and domain-driven Business Analyst (Retirement & Annuities) with 10+ years of IT experience, including 5+ years of dedicated expertise in the US Retirement domain.
In this role, you will partner directly with tier-1 recordkeeping clients, product owners, operations, and cross-functional technology teams to drive end-to-end business analysis, solution design,
and delivery across leading retirement platforms. You will play a pivotal role in translating complex plan rules, legal mandates, and operational workflows into robust technology solutions and seamless digital experiences.
Key Responsibilities
• Requirements Engineering & Solutioning:
• Elicit, analyze, and document comprehensive business requirements (BRD), functional system requirements (FRD/SRS), user stories, and acceptance criteria.
• Conduct gap assessments and impact analyses across existing legacy systems, modernization roadmaps, and digital interfaces.
• Core Recordkeeping & System Configuration:
• Drive business logic and system setup across core recordkeeping platforms (e.g., Omni, Relius, FRP, TRAC).
• Review, interpret, and translate Plan Documents, Adoption Agreements, Summary Plan Descriptions (SPDs), and legal/service provisions into accurate platform configuration rule
📌 Business Analyst (India)
🏢 Exavalu
📍 India