Themesoft
Location: Charlotte,NC, USA
Date: 2024-12-20T17:04:50Z
Job Description:
- Job Title: BA with Wealth Mgmt
- Location: New York/Charlotte (3 days working from office)
- Overall 7+ years' experience
JD
Responsibilities:
- Collaborate with stakeholders to understand their needs and gather detailed business requirements.
- Analyze data to identify trends, patterns, and insights that inform business decisions.
- Work closely with the client to define and optimize their roadmap.
- Gather accurate requirements and create user stories, sharing information across internal and client teams.
- Provide subject matter expertise on industry trends, regulations and best practices to inform recommendations and solutions.
- Develop and document business process models to illustrate current and future states.
- Propose and design technical and process solutions that meet business needs and objectives.
- Communicate findings, recommendations, and project updates to stakeholders and executives.
- Create detailed documentation of business requirements, processes, and solutions.
- Participate in testing and validating new systems and processes to meet business requirements.
- Identify opportunities for process improvements and contribute to ongoing optimization efforts.
Qualifications:
- 7+ years of experience in Business Analyst role.
- 3+ years of working experience in the Wealth Management projects.
- Experience with creation of EPICs and writing of User Stories to align with the project plan and scope.
- Independently leading sessions to gather information and requirements from key stakeholders.
- Effective communicator - liaising between stakeholders and users.
- Demonstrated ability to develop strong relationships with key stakeholders, as well as others across the team/department.
- Agile methodology experience.
- Knowledge of Banking and Financial domain.
Apply Now!