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Business Analyst with Wealth Management Experience
Ref No.: 18-07222
Location: Fort Mill, SC, South Carolina
Job Roles / Responsibilities:
  • Participate in Requirements gathering session and collect requirements
  • Analyze and document current state processes through interviewing* SME's and related resources, specifically:
  • Clearly identify all the Actors involved.
  • Clearly identify the trigger points.
  • Clearly identify the handoffs/transitions based on business logic or other factors.
  • Clearly identify the completion state.
  • Write BRD and Design specification document
  • Work with Dev team and take lead to provide solution for complex system logic.
  • Communication/Reporting:
  • Escalate blockers on a daily basis.
  • Summarize status-to-completion results in an organized manner with leads on an established cadence.
  • Experienced in professional and clear communication with Stakeholders and team members.


Must Have Skills:
  • Wealth Management Experience (or Asset Management experience with conceptual knowledge on WM is fine)
  • Should be able to talk confidently about Financial products like Brokerage , Advisory ; Asset classes like Equity , Mutual funds , Fixed Income
  • Hands on / Conversational expertise on topics ranging from Account Opening , Move Money , Account aggregation , Reporting , Trading etc.
  • Business Analyst with sound Analysis and Process flow Design experience, excellent communication skill. BFS domain knowledge is plus.
  • Good Product acumen, must have worked on building / integrating products with various fintech platforms.

Desired Skills:
  • PL/SQL basic knowledge, Case management / Workflow knowledge