Business Analyst:
Location : Mount Laurel, NJ
Job description:
Summary: (what will they be doing/'day in the life' type details. The more info shared here will help in selling the candidates on the opportunity)
Play the role of a Business Analyst for project(s)/work stream(s) within Wealth Management
End to end delivery of book of work within the assigned project(s)/work stream(s), in agile methodology
Requirements Engineering involving analyzing problem at hand, writing user stories and other documents, walkthrough of requirements for development and testing team, assisting business in UAT and act as a single point of contact for business stakeholders
Liaise with business, other vendor teams and stakeholders
Play a key role in ensuring delivery is on time and of high quality as per agreed SLAs
Expected to be part of complex, large scale project or medium complex program
Job Details:
Domain Experience
Relevant business analysis experience within Investment Banking/ Wealth Management
Understanding of the products – Advisory, Brokerage, Banking, Credit, Insurance, Trust, etc.
KYC, AML and customer onboarding
Understanding of Trade Operations i.e. Straight through Processing, Order Management Systems etc.
Business Analysis Experience
Experience of writing user stories, business requirements, presentations to explain and discuss issues/solutions
Comfortable with Databases, Data Models, adept in writing SQL queries, working with tables, extracts
Effective stakeholder management, experience in facing senior business stakeholders, and ability to engage with functional experts from other departments of the bank
Project Execution Experience
Experience of Agile execution methods, with experience in writing user stories, working with tools like JIRA, Confluence, Odyssey
Experience running defect triages, Prioritization calls, backlog refinement, solution design meetings
Qualification Experience:
Financial/Engineering degree ,
Should have 6-12 years of experience in Wealth Management/Investment banking domain
Good background of working in Agile environment
Bachelor's degree/University degree or equivalent experience
Master's degree preferred.
Required Skills: (please list/Explain) Business Analysis, domain & business processes, excellent communication, Wealth management and/or Private banking domain.
Preferred Skills: (please list/Explain – these are skills that are a plus to have)
End user computing is happening on wealth side of things, i.e. wealth operations and wealth business. Platform Appian. Mitigating the risks. Wealth Mgmt process - (Client Onboarding, AML, Portfolio Management, Securities, Insurance, Annuities, Mutual Funds processing etc.)
Bharath Pammi Team Lead +1(732) 466-2856 Ext: 6334 | ||||
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