Hi Partner,

Please send resumes to [email protected]


3-6 months in NYC. Pay @ $40/hr on c2c.



WEALTH MANAGEMENT BUSINESS ANALYST – JOB DESCRIPTION



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.

You will be working on a project involves an application that delivers a
client site financial services. It will allow the user to login to the
account and access news, trading information, etc.

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.

§         *10% travel will be required to client sites – all domestic and
mainly within MN or WI (normally it would involve a M-W) *



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

§         *Experience in consumer space/consumer focused*

§         *Online exp – pref in Brokerage accounts but Banking ok. *

§         *Knowledge of Wealth Management – need to have experience within
the web/intranet area of this. Understanding of what an advisor does (don’t
necessarily need in depth fund knowledge or product (selling) exp).*

§         *Web delivery – designing for the web/intranet application
delivery *

§         *Familiar with Market Data – different types of data (what is on
CNBC, etc) market data offerings.*

§         *Knowledge of wireframes, functional specs, etc. *

§         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




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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