Hello Friends,

    Please find the requirement and send me the resume with contact details
ASAP at [email protected]

 

Client: Thomson Reuters

Title: Business Analyst- Wealth Management

Location: NYC (Local Candidates Only)

Rate:  Open

 

WEALTH MANAGEMENT BUSINESS ANALYST - JOB DESCRIPTION

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

 

 

Liju George Thomas

Aim Computer Consulting 

N. Laurel Park Drive,

Suite #513, 

Livonia, MI-48152

Phone:  734-591-3562 Extn. 1+ 171

Fax: 734-418-2603

 <mailto:[email protected]> [email protected]

 <http://www.aim-cc.com/> www.aim-cc.com

 

 

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