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Business System Analyst
3 months ago
Business Systems Analyst Client:
- Understanding of Wealth Management with a focus on these key areas:
- Client Onboarding and Servicing – Salesforce workflow
- Securities Based Lending (SBL)
- Experience with Account & Data Sharing
- Experience with Digital Access
- Experience with Data Migration
- Experience with SQL and APIs
- Documents Requirements: Drafts functional and non-functional data requirements, leveraging previous info provided and input from business stakeholders.
- Creates Templates / Supporting Materials: Builds or leverages templates to facilitate working sessions and capture requirements and shares best practices with other project teams.
