Business Analyst (Wealth Management Technology)

• Collaborate with stakeholders to gather and document business requirements for wealth management technology projects.
• Analyze and assess current business processes and systems to identify areas for improvement and optimization.
• Work closely with development teams to translate business requirements into technical specifications.
• Participate in the design and testing of new wealth management technology solutions.
• Provide ongoing support and troubleshooting for wealth management technology systems.

Requirements

• 5+ years of experience as a Business Analyst in the wealth management industry.
• Strong knowledge of wealth management products, processes, and systems.
• Experience with requirements gathering and documentation.
• Ability to translate business requirements into technical specifications.
• Strong analytical and problem-solving skills.
• Excellent communication and collaboration skills.
• Experience with wealth management technology systems such as portfolio management, trading, and reporting platforms.
• Bachelor's degree in a relevant field.