Wealth Business Analyst

Job Summary:

The Wealth Business Analyst will serve as a strategic liaison between business stakeholders and technology teams, supporting the development and enhancement of wealth management platforms and services. This role requires a deep understanding of wealth management operations, strong analytical capabilities, and the ability to translate business needs into technical requirements. The ideal candidate will be comfortable working in a hybrid environment that includes legacy systems (e.g., mainframe) and modern platforms (e.g., cloud, APIs, data analytics).

Key Responsibilities:

• Collaborate with wealth management stakeholders to gather, document, and validate business requirements for new initiatives and system enhancements.
• Translate business needs into functional and technical specifications for development teams.
• Support the implementation of technology solutions across wealth platforms, including onboarding, financial planning, portfolio management, and reporting tools.
• Participate in backlog grooming, sprint planning, and user story development in Agile environments.
• Conduct gap analysis, process mapping, and impact assessments to support solution design.
• Partner with QA teams to define test strategies and support user acceptance testing (UAT).
• Assess and evaluate system performance, user feedback, and data trends to propose enhancements.
• Ensure compliance with regulatory and security standards in all technology implementations.

Required Skills & Experience:

• Minimum: 5 years of experience as a Business Analyst, preferably in wealth management or financial services.
• Strong understanding of wealth management products, client lifecycle, and regulatory environment.
• Proficiency in writing user stories, use cases, and process flows.
• Familiarity with mainframe systems (e.g., COBOL, JCL, DB2) and modern technologies (e.g., APIs, SQL, cloud platforms like GCP or Azure).
• Familiarity with tools such as ServiceNow, Jira, Confluence, Visio, and Agile project management frameworks.
• Excellent communication and stakeholder management skills.

Preferred Qualifications:

• Experience with platforms such as Global Plus, Charles River, or similar wealth management systems.
• Knowledge of data analytics tools (e.g., BigQuery, Tableau) and data mapping techniques.
• Certifications such as CBAP, PMP, or Agile Product Owner are a plus.

This position is NOT eligible for employment visa sponsorship for non-U.S. citizens.