Senior Business Analyst - Wealth Management
Temporary
Astra North Infoteck Inc.
Senior Business Analyst - Wealth Management
Role Summary
- Lead business and systems analysis initiatives across Wealth Management and Investment Management.
- Support business functions involving clients, portfolios, accounts, transactions, and data warehouse solutions.
- Collaborate with business stakeholders, architects, product owners, and development teams to define requirements, data mappings, and strategic solutions for legacy-to-modern platform transformations.
- Support modernization and digital transformation initiatives.
Required Skills
Wealth Management Domain
- Wealth Management.
- Investment Products.
- Portfolio Management.
- Client and Account Data.
- Trading Lifecycle.
- Equities.
- Fixed Income.
- Mutual Funds.
- ETFs.
- Alternative Investments.
Business Analysis
- Business Systems Analysis.
- Requirements Gathering.
- Functional Specifications.
- Non-Functional Requirements.
- User Stories.
- Acceptance Criteria.
- Gap Analysis.
- Business Process Modeling.
- Stakeholder Management.
Agile Tools
- Jira.
- Confluence.
- Agile.
- Scrum.
- SAFe.
Preferred Qualifications
- Prior experience in Wealth Management.
- CBAP, PMI-PBA, CSPO, or SAFe certifications.
- Experience with regulatory reporting.
- Exposure to SEC, FINRA, and MiFID II.
- Knowledge of GDPR and CCPA.
- Experience supporting digital transformation initiatives.
Vacancy posted a month ago
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