We cannot sub-contract or C2C this position.
This is a 6 month remote contract position. Our client is looking for a Business Analyst with experience delivering Wealth Management platform implementations and enhancements. The BA should have experience working with the line of business to deliver wealth management applications the team uses day to day.
As a Business Analyst, you will work with business areas, technology, and vendors to implement new platforms, features, and processes for our client’s wealth management line of business. You will stay up to date on industry changes to help deliver top digital experiences and customer service. You will help develop and implement strategic plans to boost client and advisor satisfaction with our tech platforms. You will collect and analyze data from several sources, track platform performance, and collaborate with internal and external parties to define and prioritize requirements. The Business Analyst will use strong communication skills to collaborate with stakeholders and partners.
Expectations
- Leverage subject matter knowledge of wealth management areas to ensure requirements created for initiatives meet the vision, goals, and objectives of the organization.
- Create business analysis artifacts such as process flows, gap analysis, and business requirement documentation.
- Multi-task in high pressure situations
- Participate in team collaboration to understand project requirements and translate those requirements into clear and comprehensive user stories.
- Provide support to technology and testing teams to ensure functionality is delivered and used correctly.
- Assist the creation and review of test plans, test cases, and test results to ensure complete validation.
- Develop, maintain, and present project status updates to leadership.
- Maintain and prioritize backlog items with collaborators.
- Ensure post-production verification of functionality to ensure original vision is realized.
- Maintain and prioritize inventory of outstanding defects and enhancements.
- Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).
- Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value.
Abilities
- Domain experience in wealth/investments and financial services
- Understanding of Agile methodologies, especially prioritization and management of flexible scope
- Proficient in the use of relevant software tools, including Jira, Salesforce.com, MS Office Suite
- Strong work ethic, highly organized, detail-oriented, and results driven.
- Strong written / verbal communication, and interpersonal skills.
- Strong analytical and problem-solving skills.
- Proficient in flow diagrams; architectural and process driven (MIRO, Draw IO, etc).
- Ability to read and write queries (SQL, Big Query, JSON, etc).
- Understanding of wealth data for transformation, purification and mapping.
- Defining functional specifications pertinent to models and diagrams.
- Ability to work independently with minimal supervision, and in a team setting.
- Ability to manage tasks/projects concurrently.
Nice to Have
- Proficient in the use of wealth applications
- Pershing (NetX, NetXInvestor)
- FIS (Global Plus, Global Office, etc)
- MoneGuidePro
- eMoney
- Envestnet
- Confluence knowledge.