Business Analyst - Wealth Management
Job Summary
To support the implementation of a Wealth custodial platform, the full-time contract Business Analyst - Wealth Management will collaborate with business users to design and document requirements, bridging the gap between business needs and technical solutions in a remote environment.
Key responsibilities
- Collaborate with business users to document requirements and support processes from account opening to back-office operations
- Act as a liaison between business users, IT teams, vendors, and risk partners to ensure clarity in requirements
- Translate business outcomes into system integration requirements and support integration architecture discussions
Required qualifications
- Experience as a Business Analyst in wealth management, custody, or investment operations
- Prior experience with custodial platform implementations such as SEI Wealth Platform or Charles River
- Strong experience documenting system integration requirements and translating business outcomes into integration architecture
- Bachelor's degree in Business, Information Systems, Engineering, Finance, or a related analytical field
- Understanding of investment products and back-office functions such as trade settlement and asset servicing
Complete Job Description
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