Previous Job
Business Analyst
Ref No.: 17-04043
Location: Oaks, Pennsylvania
Position Type:Direct Placement
Start Date: 08/29/2017
Job Description :
Responsibilities include:
Participate in the new client implementation process, specifically focusing on identifying, verifying, and documenting data mapping requirements from client & our legacy source systems
Lead and/or participate in various simultaneous client and internal projects or initiatives
Maintain project and team artifacts
Effectively support status updates to stakeholders and clients as needed
Manage collection and population of data migration items in support of client conversion to the Wealth Platform
Engage various internal teams as needed to support potential changes in service or operational processes including development needs
Perform effectively in a team environment including internal teams (market units, development, operations)
Where required, train other team members
Be able to function as an individual contributor and make independent decisions where needed
Monitor and adhere to administrative policies and procedures

Experience with Wealth / Investment Mgmt Platform
Knowledge of global instruments including equity, fixed income and funds
B.S./B.A. in Business, Computer Science or related field
A minimum of 5 years of experience in financial services industry or background in Business Analysis
Understanding of relational databases and demonstrated ability to write SQL queries
Proficient in the use of Microsoft Excel, PowerPoint and Word
Exceptional oral and written communication skills, including understanding of technical writing requirements
Strong organizational skills including an ability to manage multiple plans with concurrent deliverables and resource needs
Ability to work independently.
Ability to grasp loosely defined concepts and transform them into key deliverables and tangible results.
Ability to effectively and successfully manage multiple tasks and deliverables.
Excellent time management skills.
Strong adaptability, innovative skills, and attention to detail
Excellent customer service skills
Ability to work well in a team environment
Willingness to travel up to 10% and hold a valid passport
Preferred Qualifications:
Knowledge of Private Banking business.