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Wealth Management Business Analyst

Negotiable
Full-time
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  • Ability to work with business users for elicitation, documentation of requirements
  • Able to understand and analyze the impacts from a flow and business requirements
  • Good experience in wealth management domain including Transfers
  • Prior experience in web-based systems and handling integration of a vendor product into the organization
  • Understands waterfall/agile methodology and different artifacts of requirements management
  • Ability to work with multiple teams and manage the requirements
  • Flexible to help with testing and UAT support in later parts of the project
  • Good communication skills written and oral
  • Ability to understand technical items at high level
  • Good with spreadsheet, SQL for analysis
  • Experience with DDA systems is a plus
  • Prior experience with virtual account systems is a plus

Last updated on Feb 1, 2021

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