Job Description :
Role: Sr. Business Analyst with Wealth Management
Location: San Diego, CA/ Charlotte
Duration: long term contract/ CTH
Domain: Banking
Must have skills
Business Analyst exp., excellent communication skills, writing requirement documents, DSD, good understanding of business process, financial background is plus
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 on building / integrating products with various fintech platforms
Role/Responsibilities
Business Analysis , Eliciting Requirements , Documenting requirements documents , Data Analysis.