Business Analyst
We are looking for a Business Analyst with strong experience in Wealth Management to bridge the gap between business stakeholders and technology teams. The ideal candidate will have a solid understanding of financial products, client reporting, and investment processes, along with strong analytical and communication skills.
Key Responsibilities
- Gather, analyze, and document business requirements from stakeholders including Portfolio Managers, Financial Advisors, and Operations teams
- Translate business needs into functional and technical requirements (BRD, FRD, user stories)
- Work on wealth management platforms, client onboarding, and reporting systems
- Support portfolio management, performance reporting, and client analytics initiatives
- Collaborate with technology teams to ensure accurate implementation of requirements
- Perform gap analysis, impact analysis, and process mapping
- Participate in UAT (User Acceptance Testing) and ensure requirements are met
- Support regulatory and compliance initiatives (SEC, FINRA, KYC/AML)
- Drive improvements in business processes and data quality
Required Skills & Qualifications
- 8–12+ years of experience as a Business Analyst
- Strong domain knowledge in:
- Wealth Management
- Private Banking / Asset Management
- Understanding of:
- Portfolio Management
- Asset Allocation
- Equities, Fixed Income, Mutual Funds
- Experience with requirement gathering and documentation (BRD, FRD, user stories)
- Strong SQL skills (for data analysis)
- Experience with tools like JIRA, Confluence, Excel
Recommended Jobs
Resident Care Aide - Home Health Aide (HHA)
Salary: Pay: $16.50 - $18.02 / hour Overview: At Elderwood, our Mission is People Caring for People. Our values of Integrity, Collaboration, Accountability, Respect & Excellence are at the core of ev…
OTR Flatbed Lease-purchase Job in Staten Island, NY by HMD Trucking
Flatbed Lease-Purchase Truck Driving Jobs In Staten Island, NY Join HMD Trucking as we offer a Lease Purchase program designed for experienced FLATBED OTR CDL A drivers. This is your chance for …
Auto Mechanic
Auto Mechanic Orchard Park CSD 2240 Southwestern Boulevard West Seneca , NY 14224 Classified - Position - Other (Classified) Job Number 3300055325 Start Date Open Date 04/1…
Occupational Therapist
Occupational Therapist – Acute Care Hospital 3-Month Contract | Bronx, NY 10457 | $50–$54/hour Blue United Sourcing is seeking a licensed Occupational Therapist for a 3-month contract assignm…
Support Enablement Lead
Location New York Employment Type Full time Location Type Hybrid Department User Operations Compensation $108.4K – $162.6K • Offers Equity • Offers Bonus Additionally, t…
Diesel Technician Apprentice
Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30 da…
Financial Advisor Trainee-Bensonhurst, Brooklyn
Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $57,720 - $86,320 USD TD is committed to providing fair and equitable compensation opportuni…
Business Systems Analyst 2 (Health) (NY HELPS) - 282
The duties that the incumbent of the vacancy will be expected to perform. Duties Description Eliciting and documenting requirements for automated systems, using various methods including but not limi…
Receptionist
Job Description Job Description ProHEALTH is one of the largest private multi-specialty medical practices in the Northeast and has been serving the health needs of Long Island and the Greater Ne…
Remote Life Insurance Specialist State Farm Team Member
John Garfinkel State Farm Agency Remote United States (Candidates must be able to support clients primarily in Eastern Time / New York area) Position Overview John Garfinkel State Farm Agency i…