Need locals who can attend F2F
BA with Wealth Management and recent Financial exp
Location: NY
Duration: 6 months
Rate: $40/hr Max
must have excellent comm skills
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
Kind Regards,
Manasa Dontineni
Technical Recruiter
Vyshnavi Infotech Inc
Voice: 703-793-1868 Ext: 218
Fax: 703-563-9200
http://www.vyshnaviinfotech.com/ <http://www.vyshnaviinfotech.com/>
Certified Minority Owned Business Enterprise
