Business Analyst

Akkodis is seeking a Business Analyst for a Contract job with a client in New York, NY / Hamilton Township, NJ (Hybrid) . The ideal candidate must have deep expertise in wealth management products, client platforms, and program leadership for complex financial services initiatives.

Rate Range: $49.24/hour to $53.03/hour; The rate may be negotiable based on experience, education, geographic location, and other factors.

Business Analyst Job Responsibilities Include

• Product Expertise: Demonstrate deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust services, insurance advisory, retirement planning, and alternate investments.
• Client Platforms: Work with platforms like Client Online, Advisor Desktop, and Client Associate Servicing Portal, including workflow and operations support.
• Program Leadership: Manage complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance.
• Stakeholder Engagement: Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements.

Desired Qualifications

• Technical Acumen: Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools. Ability to translate business needs into functional specifications.
• Analytical Thinking: Strong capability in financial analysis, risk assessment, and scenario modeling for high-net-worth clients.
• Communication: Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders.
• Certifications: Preferred certifications include CFA, CFP, FRM, or other financial industry credentials that validate domain expertise.

If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, feel free to contact me at Shubham.Vasishtha@ akkodisgroup.com .

Pay Details: $49.24 to $53.03 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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Requirements

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.