About this role
Job Description 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.
Requirements Sailpoint