Hi,

This is Srikanth from Serbiz Inc.

This is an urgent requirement for my direct client.

Can you please send me the updated word resume with full contact details.

Position :  WEALTH MANAGEMENT BUSINESS ANALYST

Location : New York

Duration : 6+ months

*Locals*

*F2F*

As Business Analyst, you'll need experience within the financial services
sector, particularly Wealth Management.  In this role, you will facilitate
business and user needs analysis to project teams and participate in various
stages of requirement and data analysis for project needs. You will work in
close collaboration with the Project Managers, business users and technical
teams to gather, analyze and create project documentation. Documentation may
be comprised of requirement documents, high level design documents, process
and data diagrams, business rules and user interface specifications. You
must be able to effectively communicate with both technical and
non-technical users at all levels of an organization.

As the ideal candidate, you are successful at combining your functional
knowledge of the Wealth Management industry with your passion for partnering
with clients to provide value-added solutions.  You use high standards, work
proactively and are driven by results.



RESPONSIBILITIES**

§                     Support the Sales team with deep product, integration
and workflow customization domain knowledge, including presenting directly
to potential customers and participating in and driving the overall business
elaboration workshops.

§                     Lead effort to develop and document business
requirements (includes wireframes and workflows), supplement specification,
resolve requirement issues, and develop test plans/scripts (scenarios).

§                     Work closely with development team to understand
technical limitations and to formulate comparable solutions required for
clients.  This includes translating business requirements into technical
specifications.

§                     Gain and apply knowledge of all wealth management
offerings to ensure complete offering understanding is represented to the
client.

§                     Deliver business consultancy to our customers during
post sales, recommending best industry practices and in adapting the iWealth
offering to meet their audience needs.  This can include leading sessions
with client sponsors to identify and document business requirements for
large-scale integration projects.

§                     Perform ongoing competitive analysis of internal and
third-party provider to remain best in breed.

§                     Manage defect lifecycle, which includes validation,
requirements clarification, remediation, and closure.

§                     Active participate in Change Management lifecycle
(estimates, requirements gathering, documentation, and updates).

§                     Support product functional enhancements through
requirements gathering, writing of business/functional specifications, and
process/end-user validation.

§                     Partnership with Marketing/Training to develop and
implement client materials.

§                     Manage the issue support process including
tracking/resolving issues, supporting and training the customer service
group and sales.

§                     Facilitate and conduct user acceptance testing and
production implementation activities in conjunction with the business users,
applications team, IT and vendors.



EDUCATION/EXPERIENCE

§         5 years financial services business analyst experience (minimum 2
years Wealth Management experience)

§         Bachelor's Degree

§         Series 7 desired but not required



REQUIRED SKILLS

§         Knowledge of Wealth Management

§         Understanding of the day-to-day "advisor" business

§         Awareness of Thomson Reuters offerings and/or those of competitors

§         Highly organized and detail-oriented with the ability to
multi-task and manage multiple priorities and see projects to completion.

§         Strong oral and written communication skills

§         Effectively communicate with both technical and non-technical
users at all levels of an organization

§         MS Office Suite, strong emphasis on MS Visio (wireframes and
workflows), and ability to self-learn new applications and tools

§         Ability to work with minimal guidance

§         Proven ability to negotiate, and influence at all levels.

§         Project management skills applied both internally and externally




-- 
Thanks & Regards.

Srikanth Roy
Sr.Technical Recruiter
SERBIZ Inc.
Direct :978-935-2280*105
Office :978-703-1314
Fax: 866-644-8512
E-mail: srika...@serbizinc.com
yahoo ID: ram_ser...@yahoo.com
Visit us: - www.SerbizInc.com

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