BA with wealth & Portfolio Mgmt Exp

28 Jun 2024

Vacancy expired!

BA with wealth management & Portfolio Mgmt., SQL & Agile experience. $140k

Location: New York, NY

Duration: FULLTIME · Must have: 10 or 12+ years of overall experience, with at least 6+ years in financial domain, especially 3+ years in Wealth Management.· At least in 2 projects or about 4 years of working in Agile development (experience of writing stories, participated in Agile ceremonies, usage of Agile tools JIRA, Confluence)· Good knowledge of data handling/querying using SQL, Tableau, Power BI etc. Technical knowledge on APIs, Backend and Front operations, UX tools.

Job Description:
  • Min 10+ years of experience as a Business Analyst (BA)
  • Experience working with Business Driven Development and writing Gherkin.
  • Must have : Strong Domain knowledge with a background in Wealth & Asset Management (Private Wealth management) with exposure to Prospect / Customer onboarding / Client journey in the life cycle
  • Must have : Prior experience with Private and Commercial Banking: Sales and Operations processes
  • Strong Analytical Skills. o Ability to engage client business leaders in consultative mode
  • Expertise in understanding high level client requirements and building detailed business requirements
  • Expertise in presales, building consulting proposals to solve business problems
  • Excellent documentation skills for BRD, FRD and Use Cases
  • Good experience with SQL.
  • Expert experience with story writing using JIRA.
  • Excellent hands on experience in process / value stream / Client experience mapping leveraging tools such as Visio
  • Fundamental analytical and conceptual thinking skills.
  • Experience with stakeholder interviewing, time studies, creating detailed reports and giving presentations
  • Excellent planning, organizational, time & project management skills
  • Should be an Individual Contributor well versed with BA roles and responsibilities, like understanding BRD, FRD writing and Managing E2E implementation.
  • Strong Communication and excellent Stakeholder management Skills.
  • BA certification would be an added advantage
  • Expertise in 3rd party products
  • Knowledge of BDD and Gherkin Syntax

  • ID: #43660901
  • State: New York New york city 10001 New york city USA
  • City: New york city
  • Salary: $120,000 - $140,000
  • Job type: Permanent
  • Showed: 2022-06-28
  • Deadline: 2022-08-22
  • Category: Et cetera