Hi Everyone, Hope you are doing great, We have an immediate opportunity for *Business Analyst at San Francisco, CA.*
*Send resumes to [email protected] <[email protected]>* *Job Title: Business Analyst* *Location: San Francisco, CA* *Duration: Long Term* *Business Analyst* - As part of the Information Services team, the Wealth Management Technology Team drives the vision to create an industry leading, client-centric wealth technology experience. The team is looking for front-office focused, forward thinking, action oriented individuals to help drive the implementation of an innovative, cutting-edge solution for Client facing Digital Portal to encompass Private Wealth Management client functionality to include accounts views, transfers, statements and performance reports to data aggregation and coverage team contact information. *Summary:* - This position reports to the Project Manager and supports the development and implementation of Wealth Management’s technology roadmap with respect to the PWM Client Portal implementation project. This role has a key responsibility within First Republic to ensure that our client and advisor experience within Wealth Management maintains the highest standards of the Bank. - The Business Analyst works with subject matter experts from the user community, vendor(s) and the project team to define, execute and track UAT requirements for an automated brokerage product (aka robo-advisor). They will also translate these requirements into functional specifications and detailed data and process flow design documents, and participate in the full development process life-cycle from concept through testing, implementation, and support. - In addition, the Business Analyst will assist the team in rolling out the platform to the business and client communities. This will entail a deep understanding of online delivery of functionality to and how to build/replicate/improve required/desired functionality for the client to drive adoption and future development of the platform. - Collaborate with project team, Product Manager, business and technology partners to jointly identify data needs required to deliver the next generation of wealth management technology solutions. - Ensure business requirements are being met with the delivered business functionality of the vendor solution and highlight differences and potential changes/solutions. - Develop and communicate process changes, enhancements, and modifications – verbally and through written documentation – to management, peers, staff, and other employees so that issues and solutions are understood. - Work closely with vendors to debug issues. - Actively engage with the project team to help determine the approach for adoption and rollout and then lead the adoption and rollout for specific portfolio managers onto the new platform. - Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports). - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Additional responsibilities include the following: - Adhering to and complying with all applicable federate laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.). - Adhering to Bank policies and procedures. - Completing required training. *DISCLAIMER:* - Critical features of this job are described under the items above. They may be subject to change at any time die to reasonable accommodation or other reasons. This job description reflects Management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts Management’s right to assign or reassign duties and responsibilities to this job at any time. - Experience & Education: - BA in Mathematics, Finance, Computer Science, or Engineering required - 3-6 years of relevant work experience with background in digital channels delivery. - 3-6 years of relevant experience in business analysis and/or data management. *Technical Skills:* - Excellent attention to detail. - Knowledge of private wealth management or brokerage – with ability to interpret business practices into system requirements. - Professional Skills/Competency: - Ability to showcase working with client facing, digital technologies. - Strong quantitative and analytical skills - ability to quickly analyze issues to identify key insights and apply them to the business . - Clear, high-level understanding of complex data models. - Focus on development/ improvement of process to support continuous evolution of a more competitive and profitable Bank. - Excellent communication skills, including ability to present effectively to both business and technical audiences at all levels of the organization - Strong orientation to clients, including demonstrated ability to understand needs and apply this knowledge to drive data enhancements. - Strong understanding of traditional and alternative asset class investment data, including but not limited to equity, fixed income, private equity, real estate, derivatives, mutual funds, ETFs, global assets, foreign exchange, etc. - Personal Skills/Competency - Consistently demonstrates and follows high standards of integrity in business decision-making. - Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the Bank works, competes, serves clients, and generates shareholder value. - Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings. - Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done. - Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration. - Private Banking/Wealth Management experience required. - Digital Technology experience required. - Requirements gathering required. - Process flows mapping required. - UML a plus. Sam New York Technology Partners – Rochester T1: (201) 680-0200 x 7026 [email protected] www.nytp.com -- -- To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/CBE-Software-Engineer?hl=en --- You received this message because you are subscribed to the Google Groups "CBE Software Engineer" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
