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C2C POSITION :: BUSINESS DATA ANALYST :: HYBRID (AUSTIN, TX OR CHARLOTTE, NC) at Charlotte, North Carolina, USA
Email: [email protected]
http://bit.ly/4ey8w48
https://jobs.nvoids.com/job_details.jsp?id=1275674&uid=

From:

Kunal Prakash,

Resource Consulting INC.

[email protected]

Reply to:   [email protected]

NEED EXPERIENCE WITH WEALTH MANAGEMENT

NEED EXPERIENCE WITH
AWS, SQL AND PYTHON

Hi,

Please find the job description below and let me know if you are interested or not.

Position ::                         Business Data Analyst

Location ::                        Hybrid (Austin, TX or Charlotte, NC)

Duration ::                        12+ Months

Technicalskillsrequirements:

Business Data Analysis with Wealth Management experience (10+ years). 

Strong in AWS and SQL queries and Python.

WM Domain knowledge required:

Prime broker-dealer business, alternative investments, retirement funds, portfolio management

Experience working with ledger book tools like Beta, and Fund Master would be a plus.

Trade placing and execution on behalf of clients. Tools like Client worksheet balance, which advisors use to execute trades on behalf of the clients

Client portfolio construction, Client portfolio rebalancing as per market conditions, etc.

Role and Responsibilities:-

The candidate will be a detail-oriented strategic thinker with a passion for solving complex problems and building consensus. They must possess an unrelenting problem-solving obsession and a strong desire to make their mark on the organization. They must be as comfortable analyzing and reconciling large amounts of complex data as they are leading high-level meetings and driving deliverables. This is a global role and will require schedule flexibility to accommodate different time zones.

Key Responsibilities:

The Business Data Analyst will support tactical and strategic projects that align and advance the vision of the Global Trust Business around optimizing the client, employee and control experience The Business Analyst will also get involved in day-to-day ad hoc items that arise and require oversight and leadership. There is a strong emphasis on control and remedial project work

Developing individual project artifacts as necessary including Business Requirements Documentation (BRD's), Functional Requirements Documentation (FRD's), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries

Support data needs of the business, through understanding of data tables in various applications, developing queries targeted to requirements, and interpret data to confirm delivery of what is needed

Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple, yet effective

Partner with business leaders to understand their unique needs and processes and how they can be streamlined in a way that enhances controls, create efficiencies and drives business growth

Partner with all constituents to ensure consistency of solutions across all trust centers

Support strategic initiatives from problem identification through requirements definition and solution implementation. This includes both long-term projects as well as daily ad hoc items that arise

Create key management presentations for various audiences that articulate our strategic initiatives and accomplishments

Best Regards

Kunal Prakash

Technical Recruiter

Resource Consulting Services Inc.

Email



[email protected]

www.rconsultinginc.com

Keywords: active directory North Carolina Texas
C2C POSITION :: BUSINESS DATA ANALYST :: HYBRID (AUSTIN, TX OR CHARLOTTE, NC)
[email protected]
http://bit.ly/4ey8w48
https://jobs.nvoids.com/job_details.jsp?id=1275674&uid=
[email protected]
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07:38 PM 03-Apr-24


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