Please see the attached 
resume so you have an idea how much experience they 
need!



I have these 6 new requirements from JPMC 
IB. 
 60/hour midtown manhattan Madison Ave (old Bear Stearns building) 


2 ROUNDS INPERSON INTERVIEWS 
   
Documentation- need samples
 
  
  General 
Requirements For  Business Analyst Position  
    Each of the  consultants is 
required to have strong project management and business  analysis skills as 
well 
as specific business experience to support a given  project. 
    

Business experience  would need to be prior 
working experience, generally not gained  specifically through a prior analysis 
project.   
Hands on operations  and/or management 
experience from which the skills/knowledge was gained  (generally the folks 
would have transitioned to project  management/analysis some time in the 
career).   
Looking to leverage  the prior working 
knowledge of the candidate to serve as a subject  matter expert in support of 
the project, thus would expect that the  candidates are senior analysts. 

  Responsibilities:  All aspects of the 
 project including:  

coordinate meetings,   
working with end  users in requirements 
gathering 
drafting business  requirement and functional 
specification documents, publishing minutes  of meetings, 
maintaining project  plans, 

ensuring complete  test scripts are developed 
by the QA team 
Coordinate  activities with IT. 

Use guide  preparation/training (may be 
required for some projects)  

  They would need to be  proficient in the 
basic MS Office applications as well as MS VISIO.  There would not be a junior 
staff  to support the candidate…for the most part the individual would need to 
 perform all these tasks.     

         The following are the 
specifications for the subject expertise that is also needed to fill different 
positions.
 1 spot for each of these areas
 Category   Subject 
Knowledge  Required  
  Balances    Account Types,  accounting 
balances, margin, margin payouts (equity, buying power), real  time margin 
calculations  
  Cost Basis Realized/unrealized  gain/loss, tax lot, 
wash sales, disposal method, performance reporting.  CPA preferred. 
 
  Market Data Vendor search  (analysis/evaluation/selection 
process), portal integration between firm  and the vendor (single sign on 
integration between firm and host  app)    Connectivity with  vendors, develop 
layouts, GUI and integration into the portal with real  time data as well as 
Billing and Tracking of Market Data and  usage  
 New Accounts 
  Brokerage Account open  and update process, required fields, regulatory 
knowledge of required data  collection, books & records account 
requirements.    Account data  collection and tracking related to Patriots Act 
and other regulations  including 17A4  
  Money  Transfer    In-depth 
knowledge of  online banking (e-checks, Automated Clearing House [Aches] and 
Fed 
Fund  wire movements.    Money Transfer System  knowledge, including portal 
integration to Money Transfer, money movement,  dashboard, query tracking 
   Knowledge of margin  and basic understanding of brokerage operations is a 
 plus.    Ability to translate  functional requirements into GUI 
 
 Account Transfer   Experience with  brokerage account processing 
with strong working knowledge of transfers-  ACATs, Non-ACATs and internal 
account transfer processing.     Basic knowledge of  equities, fixed income and 
mutual funds including money market  funds.    Ability to translate  functional 
requirements into GUI 

KENNETH CAUTELA 

Resource 
Manager,
1304 WALNUT HILL 
LANE
IRVING 
TEXAS
75032 

(214)227-2594
KENNETHCAUTELA@ YAHOO.COM
[EMAIL PROTECTED] 
S.COM
FAX 
(972)753-6127
 

 



      
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