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Asset/Wealth Management Business Analyst | 24-06765
2 months ago
Genesis10 is currently seeking a Business Analyst with Private Wealth industry knowledge with our client in their New York, NY location. This is a 6-12+ month contract position and requires 2 days/week hybrid onsite in Midtown, NYC.
Summary:
- We are looking for a self-directed, experienced business analyst with strong private wealth and/or asset management experience to support the client's multi-year program focused on strategic software implementation, process re-engineering and vendor application integrations.
- You will be responsible for documenting, solutioning, User engagement, Technology deliverables and planning/tracking implementations.
Responsibilities:
- Work closely with members of the project team(s) and various business and technology stakeholders to understand business problems and current processes.
- Act as the liaison between the firm and vendors, overseeing documentation, data feeds, meetings, and communication.
- Perform data analysis and create comprehensive data conversion plans.
- Understand the current processes and tools used by the firm and map new requirements to new system
- Own and lead the setting of project scope, execution and implementation.
- Attend pertinent meetings to gather project information from both internal and external sources.
- Identify data gaps and discrepancies, recommend solutions.
- Manage the planning and testing of the project.
- Ensuring timely milestone achievement, regularly updating and communicating plans to stakeholders.
Requirements:
- 8-10+ years of business analysis and project management, Agile experience useful.
- Familiarity with private wealth management is ideal.
- Proficiency with Microsoft Excel, experience with the construction of formulas (i.e. vlookup) and Visio for process flow and operating model documentation.
- Strong writing and communication skills.
- Business Analyst with Private Wealth and/or Asset Management business experience with experience in data mapping and operating model/process flow documentation.
- Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.
