| Business Analyst with Wealth Management Exp For New York, NY at New York, New York, USA |
| Email: [email protected] |
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http://bit.ly/4ey8w48 https://jobs.nvoids.com/job_details.jsp?id=3419209&uid=20912bd3286a46cc880860f805a3aa17 From: Manish, Sira Consulting [email protected] Reply to: [email protected] Position: Business Analyst with Wealth Management Exp Location: New York, NY Rate Range: $75/hr on C2C Role Overview A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency. Key Responsibilities 1. Requirement Gathering & Analysis Collaborate with stakeholders (portfolio managers, financial advisors, operations teams) Elicit, analyze, and document: Business requirements (BRDs) Functional requirements (FRDs) User stories and acceptance criteria Conduct workshops, stakeholder interviews, and gap analysis 2. Wealth Management Domain Support Understand core concepts: Portfolio management Asset allocation (Equities, Fixed Income, Alternatives) Investment lifecycle Risk profiling & suitability Support systems like: Portfolio management systems (PMS) CRM platforms (Salesforce, Microsoft Dynamics) Trading and order management systems (OMS) 3. Data Analysis & Reporting Analyze financial data related to: Performance metrics (ROI, Alpha, Beta) Risk analytics Prepare dashboards and reports using tools like: Excel, Power BI, Tableau 4. Functional Design & Solutioning Translate business requirements into system specifications Work closely with: Developers QA teams Product owners Define workflows, business rules, and use cases Skills: Digital : Artificial Intelligence(AI)~BFS : Wealth Management~Finance and Accounting~EIS : Management of Clients (Direct Materials)~Capital Markets - Investment Banking Experience Required: 10 & Above Warm Regards Manish Kumar Sira Consulting Inc V: 346-299-5644 Keywords: quality analyst artificial intelligence business intelligence information technology New York Business Analyst with Wealth Management Exp For New York, NY [email protected] http://bit.ly/4ey8w48 https://jobs.nvoids.com/job_details.jsp?id=3419209&uid=20912bd3286a46cc880860f805a3aa17 |
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| 09:59 AM 03-Jun-26 |