Hi Partner,

Please send resumes to [email protected]

 All submittals must include a writing sample. Also, they should have
financial experience, especially writing requisitions and Monte Carlo
simulation experience.

This is the feedback from the managers already.
    Resumes have been right on for business analyst but looking for more
domain expertise.  Need:  1) Separate managed account experience (SMAs) 2)
Model mgmt/model portfolio 3) Experience rebalancing.  This group has
already built proposal system and looking to build system to assign account
rebalancing tasks which track drift from target.  Other companies in the
managed account space include Folio Dynamics, Check Free: APL, Vestmark,
Envestnet., and Advent.


Duration: 1 year
Location: Rockville, MD
Bill: 50 p/h


*Segment*: Wealth Management



*Position Summary: *

The Business Analyst for Thomson ONE Advisor is responsible for analyzing
and documenting the business requirements and functional specifications for
a major client. This application creates financial plans based on client
goals, assets and other cash flows using a Monte Carlo simulation engine and
provides detailed Portfolio Analytics reports. In addition, the Business
Analyst will support integration and data conversion activities through
detailed analysis and documentation of functional specifications.



 In order to perform this job effectively, the individual must have
excellent analytical, written and oral communication skills.  The ability to
create clear, concise business requirements is essential to this
position.  Samples
of written documentation will be requested. Additionally, the individual
must be comfortable facilitating groups and bringing stakeholders with
different opinions to a consensus on business issues.  As a business
analyst, this individual will have frequent communication with senior
business and technical managers at client sites.



The individual must have aptitude to understand and interpret technical
requirements and limitations.  To successfully perform this function, the
business analyst must be able to identify high-level technical requirements
and limitations and work with architects and senior developers to formulate
solutions. It is expected that this individual will invest the appropriate
effort in order to become a product expert in a short period of time.



The individual must be familiar with financial planning concepts and design
of large financial applications.



*Position Responsibilities: *

·         Participate in the gathering of business requirement and use cases
and documentation of specifications for several large, complex enhancements
to this application

·         Perform hands-on work to assist other team members in writing,
reviewing and editing product documentation for other enhancements that are
delivered as part of this project.

·         Serve as a resource for development team (IT) in addressing issues
related to requirements, functional specifications and use cases for the
Financial Planning and Portfolio Analytics applications.

·         Work with the internal QA team to ensure a transfer of
requirements knowledge to all key internal constituents.



*Position Requirements: *

·         BA or BS degree (preferably in business related field)

·         5+ years of product management or business analyst experience

   - Extensive knowledge of financial planning concepts, including asset
   allocation, goal planning, insurance needs, and portfolio analytics.
   - Experience with design of financial applications, user interface and
   workflow, web application design.
   - Experience with Monte Carlo simulation within Financial Applications is
   required
   - Experience in documenting of business requirements, use cases and
   detailed functional specifications.
   - Experience with Oracle SQL and Relational Database concepts
   - Strong written and verbal communication skills
   - Experience working directly with clients to gather and analyze business
   requirements and use cases
   - Ability to work independently to investigate and resolve issues,
   perform analysis, document results.

·         Our employees embrace a number of commonly shared values -
collaboration, accountability, customer focus, a bias toward action and
results, entrepreneurial spirit and, at all times, the highest ethical
standards. These values represent the behavior each employee is expected to
exhibit in their role. In our view, fostering a culture that embodies these
values will lead to success and growth for our employees and our business.




Please send the updated resume of the consultant along with the rate,
location and contact information. Please make sure the Consultant's skills
match the requirement.  After reviewing the resume I will contact you if I
need more information.

Thanks,

Anand Bandarupally
Nihaki Systems Inc
346 Georges Road, Suite # 1, Dayton, NJ 08810.
Direct: 732-645-1215
Phone:  732-823-6471/6472 Extn: 111
Fax :   732-438-6973
www.nihaki.com
[email protected]

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