Role :- Senior Business Analyst – Wealth Management
Location :- 100% Remote (CST time zone only.)
Duration :-12+ Months
Only CST time zone candidate.
Job Description:-
Must Have
Wealth management, managed accounts, SMA and solid BA skills
Looking for 9+ years of experience.
• Strong business analysis capabilities, including requirements gathering and documentation
• Experience working in advisory or wealth management environments
• Familiarity with managed account platforms and model delivery processes
• Self-motivated and able to dig into work independently with minimal supervision or feedback
• Strong communication and stakeholder engagement skills
• Experience with matrixed cross-functional teams and agile delivery environments
Job Description:
7+ years of BSA/BA experience
Experience working in advisory or wealth management environments required.
Demonstrated interpersonal (written and oral)
Comfortable in a highly matrixed work environment
Ability to figure things out in an ambiguous work environment.
Testing experience required.
Managed Account experience preferred.
This BSA role is to support Separately Managed Account work. Traditional BSA experience plus Wealth Mgmt/SMA experience required.
The purpose of this role is to act as the liaison between the Business and IT organizations documenting Business requirements that meet user needs and improve business performance by providing the technical analysis of business requirements (including translation into functional requirements), problem solving and troubleshooting as part of a larger project team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing, drive issue resolution, support the implementation check-out process and develop all procedural documentation and manuals.
Responsibilities:
Understanding the business processes and the interdependencies of various systems in use. Facilitating interactive discussions with the business unit and technology teams in order to achieve alignment on defining requirements. Gathering, analyzing, documenting and translating business requirements into functional specifications that can be used to design and implement solutions to meet the business objectives. Managing the change control and traceability processes for requirements. Collaborating with architects to ensure alignment of requirements with system capabilities. Analyzing complex system and system-related problems for the business unit and making recommendations for improvements or new designs. Identifying potential solutions for the business and providing input into any risks and issues. Creating and implementing test plans (schedule, approach, cases, scripts and conditions, etc.), including production check out and measuring testing performance results. Ensuring the testing environment has sufficient test data to carry out the full test plans. Ensuring all quality standards and techniques are followed, including compiling and publishing artifacts and deliverables of the Ameriprise Project Management Methodology using the Capability Maturity Model integrated (CMMi) methods as required. Updating/creating user and technical documentation procedures and manuals, operational support documentation, and archival of project documentation. Identifying and communicating risks, issues and potential solution strategies along with providing status updates to the portfolio/project manager and/or senior leadership.
The ideal candidate for this position must possess: Solid understanding of the processes and systems in use (or the ability to quickly acquire the knowledge) The ability to lead, influence, communicate and interact with people of all levels across the organization and external partners as required. Demonstrated proficiency in effectively influencing decision making at various levels of the organizations. An attention for detail with the ability to translate for the business or technology in order to facilitate effective collaboration. Demonstrated proficiency with requirement and process tools (e.g. Visio, Confluence, Jira, etc.) Ability to handle changing priorities, manage multiple tasks and work within tight timeframes and deadlines. Solid analytical, quantitative and problem-solving skills, with the ability to use statistical analysis and modeling. BA and/or BS in Computer Science or related field or equivalent work experience.
Regards,
Piyush Singh
Technical Recruiter
Phone: 12144329964 Ext 964
Email: piyush@tekintegral.com
