Senior Business Analyst - Wealth Management

Role Summary

• Lead business and systems analysis initiatives across Wealth Management and Investment Management.
  
• Support business functions involving clients, portfolios, accounts, transactions, and data warehouse solutions.
  
• Collaborate with business stakeholders, architects, product owners, and development teams to define requirements, data mappings, and strategic solutions for legacy-to-modern platform transformations.
  
• Support modernization and digital transformation initiatives.
  

Required Skills

Wealth Management Domain

• Wealth Management.
  
• Investment Products.
  
• Portfolio Management.
  
• Client and Account Data.
  
• Trading Lifecycle.
  
• Equities.
  
• Fixed Income.
  
• Mutual Funds.
  
• ETFs.
  
• Alternative Investments.
  

Business Analysis

• Business Systems Analysis.
  
• Requirements Gathering.
  
• Functional Specifications.
  
• Non-Functional Requirements.
  
• User Stories.
  
• Acceptance Criteria.
  
• Gap Analysis.
  
• Business Process Modeling.
  
• Stakeholder Management.
  

Agile Tools

• Jira.
  
• Confluence.
  
• Agile.
  
• Scrum.
  
• SAFe.
  

Preferred Qualifications

• Prior experience in Wealth Management.
  
• CBAP, PMI-PBA, CSPO, or SAFe certifications.
  
• Experience with regulatory reporting.
  
• Exposure to SEC, FINRA, and MiFID II.
  
• Knowledge of GDPR and CCPA.
  
• Experience supporting digital transformation initiatives.