Gilberto Ruiz
Yorkville,IL
Summary
Senior Business Analyst with 10+ years of experience delivering complex, enterprise-level transformation initiatives across wealth management, asset management, and financial services. Specializes in managed accounts and SMA workflows, platform integration, and Agile delivery. Proven ability to lead discovery, define scalable solutions, and drive execution across cross-functional teams.
Overview
12
12
years of professional experience
Work History
Senior Business Analyst
ADM Investor Services
07.2024 - 02.2026
- Led enterprise business analysis initiatives supporting large-scale financial systems transformation and integration across accounting, treasury, and reporting platforms
- Partnered with executive stakeholders to define strategic requirements and translate them into actionable functional specifications
- Engineered end-to-end process workflows and data mappings ensuring seamless integration across upstream and downstream systems
- Drove Agile delivery by managing backlog refinement, writing detailed user stories, and aligning sprint priorities with business objectives
- Led cross-functional working sessions to identify gaps, dependencies, and optimization opportunities across financial operations
- Directed UAT strategy including test planning, test case development, execution, and defect triage to ensure high-quality releases
- Improved operational efficiency by identifying process bottlenecks and implementing scalable workflow enhancements
- Supported audit and compliance initiatives by ensuring system processes aligned with regulatory and control requirements
Senior Business Analyst
Legal & General Investment Management Americas
11.2025 - 01.2026
- Directed end-to-end business analysis for an AI-driven investment research platform, partnering with fixed income research, portfolio management, and engineering teams
- Synthesized complex research workflows into scalable functional requirements enabling automation of institutional investment decision processes
- Facilitated deep-dive discovery workshops and stakeholder sessions to uncover inefficiencies and define future-state workflows
- Authored detailed business requirements, use cases, and capability maps aligned to AI-enabled research and portfolio construction
- Designed evaluation frameworks and scoring models to support vendor selection of advanced AI platforms
- Structured and executed a 90-day proof of concept (POC), validating AI agents across research and portfolio workflows
- Aligned business, product, and technology stakeholders to ensure delivery of measurable improvements in research efficiency and time-to-insight
Senior Business Analyst
Deloitte (Client: State Street / Invesco)
07.2024 - 02.2025
- Owned the Security Master workstream for a major Alpha Data Platform implementation, delivering comprehensive solution design documentation
- Performed deep-dive data analysis identifying critical gaps across multiple enterprise systems and defining remediation strategies
- Developed detailed data flow diagrams illustrating end-to-end data movement and system interactions
- Collaborated with product, data, and engineering teams to align business requirements with technical solutions
- Validated data accuracy and completeness using SQL, ensuring integrity across integrated platforms
- Enabled successful migration and integration by resolving data inconsistencies and improving data governance processes
Senior Business Analyst
William Blair & Co.
08.2021 - 11.2022
- Led digital transformation of private wealth onboarding processes, modernizing workflows and significantly reducing manual effort
- Partnered with product owners and engineering teams to design and implement scalable onboarding solutions using iPipeline
- Defined and documented end-to-end workflows across advisory, operations, and compliance functions
- Authored detailed user stories, acceptance criteria, and functional specifications driving Agile delivery
- Directed UAT lifecycle including scenario creation, execution, defect management, and business validation
- Improved client onboarding experience by identifying inefficiencies and implementing process enhancements
- Collaborated across business and technology teams to deliver integrated solutions for complex wealth management workflows
- Supported managed account onboarding and advisor workflows aligned to SMA structures
Senior Business Analyst
CIBC USA
04.2022 - 10.2022
Senior Business Analyst / Product Manager
Publicis Sapient
02.2020 - 08.2021
- Led Agile product delivery for UPS Healthcare platform, driving full SDLC execution from concept through production launch
- Defined product vision and translated business objectives into prioritized backlogs, user stories, and acceptance criteria
- Facilitated sprint planning, backlog grooming, and stakeholder demos ensuring continuous alignment and delivery
- Coordinated cross-functional teams including development, UX, and marketing to deliver high-impact digital solutions
- Captured business requirements and translated them into scalable UI and functional designs
- Supported Charles River compliance initiatives for Nuveen including rule validation, migration, and workflow optimization
- Analyzed investment data and compliance rules to ensure alignment with portfolio management and regulatory requirements
- Leveraged Bloomberg and investment systems to validate data accuracy during compliance testing
Senior Business Analyst
Morningstar, Inc.
12.2020 - 02.2021
Senior Business Analyst
Northern Trust
09.2013 - 02.2014
Education
Finance
DePaul University
Chicago, ILSkills
- Managed Accounts & SMA Platforms
- Requirements Elicitation & Functional Design
- Agile Delivery, Backlog Grooming & Story Mapping
- Process Engineering & Workflow Optimization
- Data Mapping & System Integration
- UAT Strategy, Testing & Defect Lifecycle
- Stakeholder Management & Executive Communication
Timeline
Senior Business Analyst
Legal & General Investment Management Americas
11.2025 - 01.2026
Senior Business Analyst
ADM Investor Services
07.2024 - 02.2026
Senior Business Analyst
Deloitte (Client: State Street / Invesco)
07.2024 - 02.2025
Senior Business Analyst
CIBC USA
04.2022 - 10.2022
Senior Business Analyst
William Blair & Co.
08.2021 - 11.2022
Senior Business Analyst
Morningstar, Inc.
12.2020 - 02.2021
Senior Business Analyst / Product Manager
Publicis Sapient
02.2020 - 08.2021
Senior Business Analyst
Northern Trust
09.2013 - 02.2014
Finance
DePaul University