Previous Job
Previous
Business Analyst with Financial Planning Exp
Ref No.: 18-36736
Location: Pennington, New Jersey
Position Type:Full Time/Contract
Start Date: 05/25/2018
Required skills:
1)      7+ years of experience in business/systems analysis with expertise in different technologies, business areas, end-to-end application analysis
2)      Systems background and understanding of Wealth Management, Financial/Retirement Planning, historical investment performance, asset classification
3)      Hands on experience as a technical business/systems analyst, and should be able to work in a dynamic, fast paced environment
4)      Hands on experience in writing and presenting creating high level designs, and process flows/workflows, and detailed software requirements specifications for the following:
•        User interface (UI) requirements
•        Report and UI analysis results
•        Data models and requirements
•        Analytic calculation logic
•        Batch data feeds
5)      Hands on experience in addressing production related queries and issues
6)      Solid understanding of multi-tiered technology solutions
7)      Strong verbal and written communication skills
8)      Proven ability to effectively collaborate with key business and technology stakeholders to deliver detailed software requirements, initiate action and adapt to change
9)      Proven ability to make tough decisions and accept challenging assignments
10)   Solid ability to prioritize detailed analysis deliverables, and recommend alternative solutions

Desired skills:
1)      Prior experience as a programmer/developer is a plus
2)      Prior experience with Brokerage or in applications similar to Wealth Outlook, Client Review Center, Wealth Bench, is a plus
3)      Prior experience using the Lean/Agile methodology is a plus.

Job summary:
1)      Provides the technical business analysis for software solutions for key financial planning and wealth management applications used by Financial Advisors - including, Client Review Center and Wealth Outlook
2)      Collaborates with business, development, quality assurance, and project/program management technology stakeholders towards the development of advisor-facing WMW and mobile applications
3)      Ensures that production issues reported by the financial advisors are promptly researched and remediated in partnership with business and technology stakeholders