Job Description :
Greeting!!

Please go through the requirement and let me know if you are interested.


Role: BA with Wealth Management Exp.
Location: San Diego, CA
Duration: 9+ Months
Interview Mode: Telephonic/Skype


Job Description


Must have skills
Business Analyst exp., excellent communication skills, writing requirement documents, DSD, good understanding of business process, financial background is plus.

Other skills/additional details
Technical skill set (SQL knowledge will be a plus), Wealth Management experience
Wealth Management Experience (or Asset Management experience with conceptual knowledge on WM is fine)
Should be able to talk confidently about Financial products like Brokerage, Advisory; Asset classes like Equity, Mutual funds, Fixed Income
Hands on / Conversational expertise on topics ranging from Account Opening, Move Money, Account aggregation, Reporting, Trading etc
Business Analyst with sound Analysis and Process flow Design experience, excellent communication skill. BFS domain knowledge is plus.
Good Product acumen, must have worked ouilding / integrating products with various fintech platforms

Role/Responsibilities
Business Analysis , Eliciting Requirements , Documenting requirements documents , Data Analysis