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Wealth Management Business Analyst - Remote - Direct Client - JOBID567

  • ... Posted on: May 02, 2025
  • ... Outcome Logix ( A Tech 50 Finalist company 2022, by Pittsburgh Technology Council )
  • ... Lorain, Ohio
  • ... Salary: Not Available
  • ... Full-time

Wealth Management Business Analyst - Remote - Direct Client - JOBID567   

Job Title :

Wealth Management Business Analyst - Remote - Direct Client - JOBID567

Job Type :

Full-time

Job Location :

Lorain Ohio United States

Remote :

Yes

Jobcon Logo Job Description :

Innovative with a point of view focused on challenging the status quo to achieve solutions and experiences that support what our customers and partners expect and prefer. You easily collaborate with stakeholders and partners and are a strong and articulate communicator. You are a leader of change and persistently focused on execution. ExpectationsLeverage subject matter knowledge of wealth areas to ensure requirements created for initiatives meet the vision, goals, and objectives of the organization.Create business analysis artifacts such as process flows, gap analysis, and business requirement documentation.Multi-task in high pressure situationsParticipate in team collaboration to understand project requirements and translate those requirements into clear and comprehensive user stories.Provide support to technology and testing teams to ensure functionality is delivered and used correctly.Assist the creation and review of test plans, test cases, and test results to ensure complete validation.Develop, maintain, and present project status updates to leadership.Maintain and prioritize backlog items with collaborators.Ensure post-production verification of functionality to ensure original vision is realized.Maintain and prioritize inventory of outstanding defects and enhancements.Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value. AbilitiesDomain experience in wealth/investments and financial servicesUnderstanding of Agile methodologies, especially prioritization and management of flexible scopeProficient in the use of relevant software tools, including Jira, , MS Office SuiteStrong work ethic, highly organized, detail-oriented, and results driven.Strong written / verbal communication, and interpersonal skills.Strong analytical and problem-solving skills.Proficient in flow diagrams; architectural and process driven (MIRO, Draw IO, etc).Ability to read and write queries (SQL, Big Query, JSON, etc).Understanding of wealth data for transformation, purification and mapping.Defining functional specifications pertinent to models and diagrams.Ability to work independently with minimal supervision, and in a team setting.Ability to manage tasks/projects concurrently. Nice to HaveProficient in the use of wealth applicationsPershing (NetX, NetXInvestor)FIS (Global Plus, Global Office, etc)MoneGuideProeMoneyEnvestnetConfluence knowledge.

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Jobcon Logo Position Details

Posted:

May 02, 2025

Employment:

Full-time

Salary:

Not Available

Snaprecruit ID:

SD-APP-fa7668bc6dfd1e8c4d5a27d93900faf36c1ab0126cb4eef257dad2c1662a958d

City:

Lorain

Job Origin:

APPCAST_CPC

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Innovative with a point of view focused on challenging the status quo to achieve solutions and experiences that support what our customers and partners expect and prefer. You easily collaborate with stakeholders and partners and are a strong and articulate communicator. You are a leader of change and persistently focused on execution. ExpectationsLeverage subject matter knowledge of wealth areas to ensure requirements created for initiatives meet the vision, goals, and objectives of the organization.Create business analysis artifacts such as process flows, gap analysis, and business requirement documentation.Multi-task in high pressure situationsParticipate in team collaboration to understand project requirements and translate those requirements into clear and comprehensive user stories.Provide support to technology and testing teams to ensure functionality is delivered and used correctly.Assist the creation and review of test plans, test cases, and test results to ensure complete validation.Develop, maintain, and present project status updates to leadership.Maintain and prioritize backlog items with collaborators.Ensure post-production verification of functionality to ensure original vision is realized.Maintain and prioritize inventory of outstanding defects and enhancements.Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value. AbilitiesDomain experience in wealth/investments and financial servicesUnderstanding of Agile methodologies, especially prioritization and management of flexible scopeProficient in the use of relevant software tools, including Jira, , MS Office SuiteStrong work ethic, highly organized, detail-oriented, and results driven.Strong written / verbal communication, and interpersonal skills.Strong analytical and problem-solving skills.Proficient in flow diagrams; architectural and process driven (MIRO, Draw IO, etc).Ability to read and write queries (SQL, Big Query, JSON, etc).Understanding of wealth data for transformation, purification and mapping.Defining functional specifications pertinent to models and diagrams.Ability to work independently with minimal supervision, and in a team setting.Ability to manage tasks/projects concurrently. Nice to HaveProficient in the use of wealth applicationsPershing (NetX, NetXInvestor)FIS (Global Plus, Global Office, etc)MoneGuideProeMoneyEnvestnetConfluence knowledge.

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