Location: Brooklyn,OH, USA
Job#: 2053320Job Description:Length of assignment 01-06-2025 to 07-11-2025 Job Description Job DescriptionAs a Wealth Business Analyst, you will work with business areas, technology, and vendors to implement new platforms, features, and processes for wealth management. You will stay updated on industry changes to help PAS deliver top digital experiences and customer service. You will help develop and implement strategic plans to boost client and advisor satisfaction with our tech platforms. You will collect and analyze data from several sources, track platform performance, and collaborate with internal and external parties to define and prioritize requirements. BA DescriptionInnovative 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, Salesforce.com, 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.EEO EmployerApex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizensh