Senior Business Analyst

4 days ago


Naples, United States InvestM Technology LLC Full time

**********************************Open to H1B/C2C************************************************


We are looking for a Senior Business Analyst with extensive experience in the Wealth Management industry projects, specially supporting SMA(Separately Managed Accounts).


Visa Status:

  • USC/GC
  • H1B/TN/EAD
  • C2C is okay


Location:

  • Remote (Physically located in the US)


Compensation:

  • Open(All rates commensurate with experience are welcome)


Responsibilities:

  • Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry
  • Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
  • Act as a project manager for small projects that do not have a dedicated project manager


Mandatory Qualifications:

  • 10+ years of experience as a Business Analyst in a Wealth Management firm or a Wealth Technology Vendor
  • 5+ years of supporting Fixed Income Technology
  • 5+ years supporting SMA Accounts - Trading/Portfolio Management
  • 3+ years of experience in supporting Traders
  • 3+ years of hands-on experience in SQL


Preferred Qualifications:

  • MBA degree or CFA qualification
  • Experience in one or more technology vendor packages used in the Wealth Management - VestMark, Perform


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