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Business Analyst (Wealth Management Technology)

pierce · 30+ days ago
Negotiable
Full-time
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  • Collaborate with stakeholders to gather and document business requirements for wealth management technology projects.
  • Analyze and assess current business processes and systems to identify areas for improvement and optimization.
  • Work closely with development teams to translate business requirements into technical specifications.
  • Participate in the design and testing of new wealth management technology solutions.
  • Provide ongoing support and troubleshooting for wealth management technology systems.

Requirements

  • 5+ years of experience as a Business Analyst in the wealth management industry.
  • Strong knowledge of wealth management products, processes, and systems.
  • Experience with requirements gathering and documentation.
  • Ability to translate business requirements into technical specifications.
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration skills.
  • Experience with wealth management technology systems such as portfolio management, trading, and reporting platforms.
  • Bachelor's degree in a relevant field.

Last updated on Mar 5, 2024

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