Send resumes to [email protected] or reach me 732-333-2943
Please check with consultant before send resume.
Position: Business analyst - Wealth mgmt.,fee-based Investment Platform
Management
Location: Jersey City, NJ
Duration: 6 months+
Domain: Financial
Business analyst - Open Wealth
7+ years of Financial Services, Wealth Management experience, Portfolio
Analytics
* Knowledge or experience of working on a fee-based Investment
Management Platform, as well as Practice Management programs.
* Deep understanding of the RIA / Independent B/D Business models
* Strong working knowledge of Finance concepts and procedures with
SMA, mutual fund, equity, and fixed income asset types
* Strong analytical and problem solving capabilities, Out of the box
thinking.
* Excellent communication skills, both oral and written;
* Excellent interpersonal skills;
* Self starter / self motivating
* Strong team player able to manage stressful situations & negotiate.
* Effective organizational skills;
* Strong working knowledge on multiple securities operations
workstreams which includes Corporate Actions, Reference Data Management,
Risk data Management as well as other securities operations areas.
Thanks,
Guru Sadana
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