Business Analyst with wealth management

4 days 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.



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