Themesoft Inc. | Business Analyst with wealth management

2 weeks ago


charlotte, United States Themesoft Inc. Full time

  • Job Title: BA with Wealth Mgmt
  • Location: New York/Charlotte (3 days working from office)
  • Overall 7+ years’ experience


JD

Responsibilities:

  • Collaborate with stakeholders to understand their needs and gather detailed business requirements.
  • Analyze data to identify trends, patterns, and insights that inform business decisions.
  • Work closely with the client to define and optimize their roadmap.
  • Gather accurate requirements and create user stories, sharing information across internal and client teams.
  • Provide subject matter expertise on industry trends, regulations and best practices to inform recommendations and solutions.
  • Develop and document business process models to illustrate current and future states.
  • Propose and design technical and process solutions that meet business needs and objectives.
  • Communicate findings, recommendations, and project updates to stakeholders and executives.
  • Create detailed documentation of business requirements, processes, and solutions.
  • Participate in testing and validating new systems and processes to meet business requirements.
  • Identify opportunities for process improvements and contribute to ongoing optimization efforts.

Qualifications:

  • 7+ years of experience in Business Analyst role.
  • 3+ years of working experience in the Wealth Management projects.
  • Experience with creation of EPICs and writing of User Stories to align with the project plan and scope.
  • Independently leading sessions to gather information and requirements from key stakeholders.
  • Effective communicator - liaising between stakeholders and users.
  • Demonstrated ability to develop strong relationships with key stakeholders, as well as others across the team/department.
  • Agile methodology experience.
  • Knowledge of Banking and Financial domain.



  • charlotte, United States Themesoft Inc. Full time

    Job Title: BA with Wealth MgmtLocation: New York/Charlotte (3 days working from office)Overall 7+ years’ experience JD Responsibilities:Collaborate with stakeholders to understand their needs and gather detailed business requirements.Analyze data to identify trends, patterns, and insights that inform business decisions.Work closely with the client to...


  • Charlotte, United States Themesoft Inc. Full time

    Job Title: BA with Wealth MgmtLocation: New York/Charlotte (3 days working from office)Overall 7+ years’ experience JD Responsibilities:Collaborate with stakeholders to understand their needs and gather detailed business requirements.Analyze data to identify trends, patterns, and insights that inform business decisions.Work closely with the client to...


  • Charlotte, United States Themesoft Inc. Full time

    Job Title: BA with Wealth MgmtLocation: New York/Charlotte (3 days working from office)Overall 7+ years’ experience JD Responsibilities:Collaborate with stakeholders to understand their needs and gather detailed business requirements.Analyze data to identify trends, patterns, and insights that inform business decisions.Work closely with the client to...


  • Charlotte, United States Infosys Full time

    Infosys is seeking a Business Analyst in Wealth Management Domain. As a consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business process consulting; you will define the problem, propose and create the solution. You will also play an important role in the development,...


  • Charlotte, United States Infosys Full time

    Infosys is seeking a Business Analyst in Wealth Management Domain. As a consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business process consulting; you will define the problem, propose and create the solution. You will also play an important role in the development,...


  • charlotte, United States Infosys Full time

    Infosys is seeking a Business Analyst in Wealth Management Domain. As a consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business process consulting; you will define the problem, propose and create the solution. You will also play an important role in the development,...

  • Scrum Master

    5 days ago


    Charlotte, United States Themesoft Inc. Full time

    Hi Professinals; This is Thiru from Themesoft INC.Kindly let me know if you are interested in this opportunityLocation: Charlotte NC (3 days working from office)No of Positions-1Overall 8+ years experience JD Key Responsibilities: Facilitate all Scrum ceremonies, including Daily Standups, Sprint Planning, Sprint Reviews, and Sprint Retrospectives. Act as a...

  • Scrum Master

    4 days ago


    Charlotte, United States Themesoft Inc. Full time

    Hi Professinals; This is Thiru from Themesoft INC.Kindly let me know if you are interested in this opportunityLocation: Charlotte NC (3 days working from office)No of Positions-1Overall 8+ years experience JD Key Responsibilities: Facilitate all Scrum ceremonies, including Daily Standups, Sprint Planning, Sprint Reviews, and Sprint Retrospectives. Act as a...

  • Business Analyst

    1 month ago


    Charlotte, United States The Dignify Solutions LLC Full time

    Hybrid - Charlotte, NC/Iseline, NJ 8-9 years of overall experience and 3-5+ years' experience working as a Systems or Business Analyst or QA Analyst, documenting and testing requirements using at least one of the following collaborative management tools; Rational Team Concert, Rational Requirements Composer, JIRA, Requisite Pro, Caliber, Rally, Version One,...


  • charlotte, United States Octapharma Plasma, Inc. Full time

    Octapharma Plasma offers professional opportunities that make a meaningful difference. We enhance the lives of patients who need our life-saving medicines. We reward the donors who provide the plasma we collect to make them. And we inspire growth and development in the teams at our donation centers, offices, and labs. We invite you to do the same in this...


  • Charlotte, United States Global Channel Management Full time

    About the job IT Business Systems Analyst IT Business Systems Analyst III needs 10+ years of progressive work experience in the investment management space. IT Business Systems Analyst III requires: Locations; Charlotte, NC, Iselin, NJ, Chicago, IL Hybrid, 3 days onsite Asset management, Eagle suite experience Knowledge across front, middle and back-office...


  • Charlotte, United States Maintec Technologies Full time

    Role : Business Data Analyst Location : Charlotte , NC (Onsite) Requirements: Bachelor's Degree, Computer Science or similar, plus 8+ years of experience 8+ years of hand on experience in System analyst role for wealth management, Trading, Banking, Capital markets industry. 6+ years of leadership experience, leading multiple team initiatives simultaneously....


  • charlotte, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Business Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-52536 Pay Range: $50 - $55/hour. Employee benefits include, but are not limited to, health insurance (medical,...


  • charlotte, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Business Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-52536 Pay Range: $50 - $55/hour. Employee benefits include, but are not limited to, health insurance (medical,...


  • Charlotte, North Carolina, United States JoulestoWatts Consulting INC Full time

    JoulestoWatts Consulting INC is seeking a highly skilled Business Intelligence Analyst to join our team. This is a full-time position based in Charlotte, NC.The estimated salary for this role is $110,000 per year, commensurate with experience. As a Business Intelligence Analyst, you will be responsible for developing and maintaining business intelligence...

  • Business Analyst

    4 weeks ago


    Charlotte, United States Octapharma Plasma, Inc. Full time

    Octapharma Plasma offers professional opportunities that make a meaningful difference. We enhance the lives of patients who need our life-saving medicines. We reward the donors who provide the plasma we collect to make them. And we inspire growth and development in the teams at our donation centers, offices, and labs. We invite you to do the same in this...

  • Business Analyst

    4 days ago


    Charlotte, United States Octapharma Plasma, Inc. Full time

    Octapharma Plasma offers professional opportunities that make a meaningful difference. We enhance the lives of patients who need our life-saving medicines. We reward the donors who provide the plasma we collect to make them. And we inspire growth and development in the teams at our donation centers, offices, and labs. We invite you to do the same in this...


  • Charlotte, North Carolina, United States eTek IT Services, Inc. Full time

    We are seeking a Sr Business System Analyst-W2 for our team in Charlotte, NC.Salary: $85,000 - $115,000 per year, based on experience and qualifications.Job OvervieweTek IT Services, Inc. provides cutting-edge IT solutions to businesses worldwide. Our team is dedicated to delivering high-quality services that meet the evolving needs of our clients.As a Sr...


  • Charlotte, North Carolina, United States eTek IT Services, Inc. Full time

    eTek IT Services, Inc. is seeking a Sr Business System Analyst-W2 for our team in Charlotte, NC.Estimated salary range: $85,000 - $115,000 per year, based on experience and qualifications.Job DescriptionWe are looking for a Technical Agile Business Analyst who can work around Web Services and APIs. As a Sr Business System Analyst, you will need to understand...


  • Charlotte, North Carolina, United States eTek IT Services, Inc. Full time

    About the RoleWe are seeking an experienced Business System Analyst to join our team in Charlotte, NC.The ideal candidate will have a strong background in technical business analysis and excellent communication skills.The estimated annual salary for this position is around $92,000, based on industry standards and cost of living in Charlotte,...