Immediate Need Business Analyst (Wealth Management) In Alpharetta, GA

Immediate Need Business Analyst (Wealth Management) In Alpharetta, GA


Request ID : 72903

Position : Business Analyst (Wealth Management)

Location : Alpharetta, GA

Duration : 06-12 Months


Must Have Wealth Management Experience


Must Have :


Must have experience working on large scale projects

Exposure to Agile is a Must

Solid Wealth Management / Investment Management background (Front Office, Middle Office, Back Office Activities)

Must understand Financial Data (specifically, Position and Activity)

Solid Data analysis – Must have proficiency with SQL, Microsoft Excel

Well defined and structured individual who can document, track and work on Functional, Technical and Data requirements seamlessly with minimum supervision



Must have experience working on large scale projects

Demonstrate up-to-date expertise in Information Systems

Stay current with customer needs and strategies; utilizing formal and informal written communication methods (for example, emails, newsletters, PowerPoint presentations, executive updates, task lists, updates) to communicate updates and findings; and facilitating project meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff)

Identify, create and facilitate process design changes by conducting business and systems process analysis and design at a complex level; focusing on quality improvement and data management; ensuring data is reliable and valid; developing process improvements or reengineering and recommending elimination; integrating new systems and processes with existing ones

Identify improvement opportunities (proactive and reactive)

Elicit and clearly document business and systems requirements

Assess business process and system inefficiencies

Demonstrate fluency in business processes and process differentiation

Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates.

Support system conversions, upgrades, enhancements

Identifies opportunities for improving business processes through information systems

Plans, organizes and conduct walkthrough with Business Units and Technical team for common understanding across teams of requirements and sign off

Liaison between Business Users and Technical team in analysis & design.


Amer Ali Lead IT Recruiter

Direct Line : 609-357-9274*125 Text : 609-975-5039 | Email :

Princeton Forrestal Village, 116 Village Blvd, Suite 200 , Princeton, NJ ,08540


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