Business Analyst with strong experience in Wealth Management and Asset Management

Posted: 2 weeks ago

Role: Business Analyst with strong experience in Wealth Management and Asset Management
Location: Fort Mill, SC / San Diego, CA
Type of employment: Full Time / Contract

Job Description:
BA - Must Have Skills:
• Wealth Management Experience (or Asset Management experience with conceptual knowledge on WM is fine)
• Should be able to talk confidently about Financial products like Brokerage , Advisory ; Asset classes like Equity , Mutual funds , Fixed Income
• Hands on / Conversational expertise on topics ranging from Account Opening , Move Money , Account aggregation , Reporting , Trading etc
• Business Analyst with sound Analysis and Process flow Design experience, excellent communication skill. BFS domain knowledge is plus.
• Good Product acumen, must have worked on building / integrating products with various fintech platforms.