BA with Wealth Management and Financial Advisory Experience in Cash & Retail Banking

Posted: 7 months ago

Lead business analysis, product management/ ownership, requirements planning, agile team member as lead business analyst, orchestrated product development and testing with broader development team.

Must Have Skills:
Advisory, Business & IT Consulting, Business and Systems Analysis, Process Modeling, Requirements Analysis & Documentation, Business Architecture, Data Analysis.
Primary: Wealth Management and Financial Advisory related project experience is needed. Hands on project experience with Cash, Retail banking, UX design and integration project experience for writing FRDs and supporting development team. Worked on defining money movement functionalities and systems e.g. ACH, ACATS, other payments/ contributions/ disbursements for a financial services institution. Experience with working with NSCC ACAT system and understanding NSCC industry layouts and integration.
Advanced knowledge of MS excel, Power point, MS word for documentation, analysis and presentation.
Ability to travel to client locations for projects (in state or within the USA at least).

Other & Additional Skills:
Excellent communication, client stakeholder management, client collaboration, ability to be an individual contributor as well as work effectively as a team member.
Additional domain knowledge and experience in Wealth Performance Reporting, Portfolio Analysis, Performance Attribution will be helpful.