Senior Business Analyst - Wealth Management

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.