Current jobs related to Financial Services Business Analyst with Broker Dealer Experience - Reston, Virginia - Coforge


  • Reston, Virginia, United States Sidoti & Company, LLC Full time

    About Sidoti & Company, LLCWe are a New York-based broker-dealer focused on providing institutional-quality equity research on publicly traded companies within the small- and micro-cap universe. Our clients include institutional investors seeking in-depth analysis and insights on these companies.About the RoleAs a Financial Services Analyst, you will:·...


  • Reston, Virginia, United States Equitable Advisors Full time

    Unlock Your Potential with Equitable AdvisorsOngoing support and resources to help you grow your business and deliver exceptional client experiences.Discover a Culture of Growth and SupportAs a seasoned financial professional, you've built a successful practice and are now looking for a new opportunity. At Equitable Advisors, we offer a supportive...


  • Reston, Virginia, United States Summit Financial Group, LLC Full time

    About UsSummit Financial Group is a high-touch, wealth management firm with a strong presence in the industry. With over 3 billion in management and 20+ years of experience, we pride ourselves on being a community of like-minded peers who learn together and share insights and best practices.Why Choose Us?• Experience and Expertise: We support advisors in...

  • Financial Analyst

    3 weeks ago


    Reston, Virginia, United States True North Companies Full time

    Financial Analyst Job DescriptionAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team at True North Companies. As a Financial Analyst, you will play a critical role in supporting our revenue producers and support staff in performing various forms of financial analysis, database research, and other support tasks.Key...


  • Reston, Virginia, United States AdvisorBridge Full time

    Unlock Your Financial PotentialAt AdvisorBridge, we offer a unique opportunity for financial professionals to elevate their careers with a Broker-Dealer that provides top-tier resources and support.Key Benefits:Competitive Payout Structure – Maximize your earnings with a compensation structure that rewards your hard work.Industry-Leading Technology –...


  • Reston, Virginia, United States Ascendo Resources Full time

    Business Analyst Job DescriptionAscendo Resources is seeking a skilled Business Analyst to join our team. As a Business Analyst, you will play a critical role in analyzing the company's financial reports and business processes to enhance operational efficiency and profitability.Key Responsibilities:Analyze financial reports, including income statements,...


  • Reston, Virginia, United States Priority Financial Group Full time

    Role:Priority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for enhancing member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services.Key Responsibilities:Leverage...


  • Reston, Virginia, United States Genius Talent Full time

    Financial Business Analyst OpportunityGenius Talent is seeking a highly skilled Financial Business Analyst to join their dynamic team. This role offers the chance to work across multiple industries, including franchise operations, apartment leasing, and construction.Key Responsibilities:Analyze financial data to provide actionable insights and support...


  • Reston, Virginia, United States The Legend Group Full time

    The Legend Group is seeking a skilled Financial Services Representative to join our team in Erie, PA.The successful candidate will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots, helping investors work toward their financial goals.Our Broker-Dealer and Registered Investment Adviser is a full-service...


  • Reston, Virginia, United States Northwestern Mutual Full time

    Financial Advisor Career OpportunityAs a Financial Advisor at Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals through personalized financial planning and wealth management. Our Financial Representatives are valued partners and proud business owners, working with clients to develop tailored financial strategies...


  • Reston, Virginia, United States Madison Professional Group- Financial Advisory Recruiters Full time

    We are seeking a seasoned financial professional to join our team at Madison Professional Group- Financial Advisory Recruiters. As a Private Wealth Advisor, you will be responsible for building relationships with clients to help them navigate the retirement planning process.This role offers a unique opportunity to work with a national leader in the broker...

  • Financial Analyst

    4 weeks ago


    Reston, Virginia, United States Bernard Nickels & Associates Full time

    Job SummaryThe Financial Analyst will support the finance operations functions for high-risk, complex clients, completing complicated analysis and reporting, and providing guidance and direction for financial management. The Analyst will provide support to Account Managers for small to large-size clients, ensuring client requests are researched and follow-up...


  • Reston, Virginia, United States J & J Staffing Resources Full time

    Senior Financial Analyst OpportunityJ & J Staffing Resources is seeking a highly skilled Senior Financial Analyst to join their team in Moorestown, New Jersey. This is a full-time, direct hire opportunity with a reputable international integrated oil and gas company.Key Responsibilities:Prepare monthly financial statement pages and review volume...


  • Reston, Virginia, United States Navy Federal Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Services Consultant to join our team at Navy Federal Credit Union. As a Financial Services Consultant, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesAdminister and...


  • Reston, Virginia, United States Navy Federal Credit Union Full time

    Job SummaryNavy Federal Credit Union is seeking a highly skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesAdminister and document account activity...

  • Financial Analyst

    1 week ago


    Reston, Virginia, United States Franklin Street Full time

    Financial Analyst Role Overview:The Financial Analyst will support our Investment Sales Multifamily team to enable them to reach a high level of production and provide exceptional value to our clients. This role involves partnering with broker/agents to perform detailed analysis of commercial investment properties.Prepares detailed financial analysis for...


  • Reston, Virginia, United States American Business Solutions Inc. Full time

    Job Title: PeopleSoft Financial ConsultantJob Summary: We are seeking a highly skilled PeopleSoft Financial Consultant to join our team at American Business Solutions Inc. The ideal candidate will have strong experience in PeopleSoft Financial Systems, with a focus on implementation, configuration, and customization.Key Responsibilities:Implement and...


  • Reston, Virginia, United States Livictus Financial Services Full time

    Join Our Team as a Financial AdvisorLivictus Financial Services is a dynamic and growing financial services firm seeking an experienced Financial Advisor to join our team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, providing personalized financial planning and wealth management...

  • Financial Planner

    2 weeks ago


    Reston, Virginia, United States Northwestern Mutual Full time

    Financial Advisor OpportunityNorthwestern Mutual is seeking a highly motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and maintain long-term...


  • Reston, Virginia, United States Atria Wealth Solutions Full time

    Job Title: Financial Advisor IAt Atria Wealth Solutions, we are seeking a highly motivated and experienced Financial Advisor I to join our team. As a Financial Advisor I, you will be responsible for providing exceptional financial consulting services to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Administer and...

Financial Services Business Analyst with Broker Dealer Experience

2 months ago


Reston, Virginia, United States Coforge Full time
Job Description

Role: Senior Business Analyst with Financial Markets Expertise

Key Skills:

  • Business Analysis
  • Mutual Funds
  • Fixed Income
  • Broker Dealer
  • Security Finance

Experience: 10+ years

Location: New York, NY

Mode of Hire: Full Time

Skills Required:

  • Minimum of 5 years' experience at a US Broker Dealer as a business analyst. Working in Equities, ETO's, Mutual Funds and Fixed Income Markets.
  • Some experience in Margin Lending and Security Finance would be advantageous.
  • Vendor management experience
  • End-to-End project delivery experience
  • Collaborating with vendors and internal/external stakeholders at all levels – PMs, BAs, Architects, IT Security Risk, IT Infrastructure, Testers, Application Managers/Senior Execs, etc.
  • Working closely with IT Architects on defining the tactical and strategic integration solutions
  • Cross-functionally reaching across business lines or operating units. Coaches, mentors, and influence others

Responsibilities:

  • Elicits, analyses, specifies, and validates the business needs of stakeholders, be they customers or end users.
  • Collaborates with project sponsors to determine project scope and vision.
  • Identifies and establishes scope and parameters of requirements analysis on a project-by-project basis to define project impact, outcome criteria, and metrics.
  • Works with stakeholders and project team to prioritize collected requirements.
  • Research, reviews, and analyses the effectiveness and efficiency of existing requirements-gathering processes and develop strategies for enhancing or further leveraging these processes.
  • Assists in conducting research on products to meet agreed upon requirements and to support purchasing efforts.
  • Participates in the QA of purchased solutions to ensure features and functions have been enabled and optimized.
  • Participates in the selection of any requirements documentation software solutions that the organization may opt to use.
  • Analyses and verifies requirements for completeness, consistency, comprehensibility, feasibility, and conformity to standards.
  • Develops and utilizes standard templates to write requirements specifications accurately and concisely.
  • Translates conceptual customer requirements into functional requirements in a clear manner that is comprehensible to developers/project team.
  • Creates process models, specifications, diagrams, and charts to provide direction to developers and/or the project team.
  • Develops and conduct peer reviews of the business requirements to ensure that requirement specifications are correctly interpreted.
  • Assists with the interpretation of customer requirements into feasible options and communicating these back to the business stakeholders.
  • Manages and tracks the status of requirements throughout the project lifecycle; enforce and redefine, as necessary.
  • Communicates changes, enhancements, and modifications of business requirements — verbally or through written documentation — to project managers, sponsors, and other stakeholders so that issues and solutions are understood.