Business Analyst with min 2 years of wealth management

 

Business Analyst

Location: NY

 

 

WEALTH MANAGEMENT BUSINESS ANALYST – JOB DESCRIPTION

 

As Business Analyst, you'll need experience within the financial services sector, particularly Wealth Management.  In this role, you will facilitate business and user needs analysis to project teams and participate in various stages of requirement and data analysis for project needs. You will work in close collaboration with the Project Managers, business users and technical teams to gather, analyze and create project documentation. Documentation may be comprised of requirement documents, high level design documents, process and data diagrams, business rules and user interface specifications. You must be able to effectively communicate with both technical and non-technical users at all levels of an organization.

As the ideal candidate, you are successful at combining your functional knowledge of the Wealth Management industry with your passion for partnering with clients to provide value-added solutions.  You use high standards, work proactively and are driven by results.  

 

RESPONSIBILITIES

§                     Support the Sales team with deep product, integration and workflow customization domain knowledge, including presenting directly to potential customers and participating in and driving the overall business elaboration workshops.

§                     Lead effort to develop and document business requirements (includes wireframes and workflows), supplement specification, resolve requirement issues, and develop test plans/scripts (scenarios).

§                     Work closely with development team to understand technical limitations and to formulate comparable solutions required for clients.  This includes translating business requirements into technical specifications.

§                     Gain and apply knowledge of all wealth management offerings to ensure complete offering understanding is represented to the client.

§                     Deliver business consultancy to our customers during post sales, recommending best industry practices and in adapting the iWealth offering to meet their audience needs.  This can include leading sessions with client sponsors to identify and document business requirements for large-scale integration projects.

§                     Perform ongoing competitive analysis of internal and third-party provider to remain best in breed.

§                     Manage defect lifecycle, which includes validation, requirements clarification, remediation, and closure.

§                     Active participate in Change Management lifecycle (estimates, requirements gathering, documentation, and updates).

§                     Support product functional enhancements through requirements gathering, writing of business/functional specifications, and process/end-user validation.

§                     Partnership with Marketing/Training to develop and implement client materials.

§                     Manage the issue support process including tracking/resolving issues, supporting and training the customer service group and sales.

§                     Facilitate and conduct user acceptance testing and production implementation activities in conjunction with the business users, applications team, IT and vendors.

         

EDUCATION/EXPERIENCE

§         5 years financial services business analyst experience (minimum 2 years Wealth Management experience)

§         Bachelor's Degree

§         Series 7 desired but not required

 

REQUIRED SKILLS

§         Knowledge of Wealth Management

§         Understanding of the day-to-day “advisor” business

§         Awareness of Thomson Reuters offerings and/or those of competitors

§         Highly organized and detail-oriented with the ability to multi-task and manage multiple priorities and see projects to completion.

§         Strong oral and written communication skills

§         Effectively communicate with both technical and non-technical users at all levels of an organization

§         MS Office Suite, strong emphasis on MS Visio (wireframes and workflows), and ability to self-learn new applications and tools

§         Ability to work with minimal guidance

§         Proven ability to negotiate, and influence at all levels.

§         Project management skills applied both internally and externally

 

 

 

Best Regards,

Venkatesh

Softpath Systems, Inc.

75 Maiden Lane,

Suite # 903,

New York. NY-10038.

Ph: 212-405-1894 x 104

Fax: (212)-405-1895

www.softpathsystems.com.

 

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