Technical Business Analyst – Wealth

Location: Columbus, Cleveland, Buffalo, or Albany, NY (travel required for mocks and dress rehearsals, typically once a month or every other month)

Duration: Long-term, through 2025 and potentially into 2026

Project Overview:

This position supports our banking client that will be undergoing a wealth modernization initiative.

Key Responsibilities:

• Analyze business requirements, translate them into technical specifications, and drive requirements through to development.
• Conduct gap analysis, document business processes, and create process flow diagrams.
• Query databases and analyze data using SQL and Big Query, with involvement in data mapping.
  
  
  

Must-Have Qualifications:

• Proven experience in gap analysis, business requirement documentation, and process flow creation.
• Expertise in the wealth or investments domain, with knowledge of any related product or system.
• Agile experience, including using tools like Jira to manage user stories.
• SQL proficiency to read and write queries and perform data mapping.
• Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.
• Excellent communication skills
  
  
  

Nice-to-Have:

• Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
• Big Query
• Miro or Draw.io
• Confluence