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Business Analyst
Net2Source Tampa, FL
$74k-97k (estimate)
Full Time | Business Services 1 Week Ago
Save

Net2Source is Hiring a Business Analyst Near Tampa, FL

Job Title: Business Analyst/Functional Consultant (Wealth Management/ Insurance Annuities)

Duration: FTE/Direct Hire

Location: Tampa FL (Onsite/Hybrid)

Job Description:

  • 10 - 15 years of experience as Business Analyst/Functional Consultant
  • Strong professional experience in Financial Services industry with good proficiency in Investment Products
  • Extensive experience of working in Wealth Management Private Banking and Insurance Advisory and know how of investment requirements of various clients
  • Well versed with Financial Planning concepts account types risk return measurements portfolio analysis monitoring
  • Acumen and understanding about wide array of Insurance/Retirement alternatives annuities life disability policies etc alongwith with tax considerations is a must
  • Proficient in Front and Back Office operations of Wealth Management Portfolio Management across multiple asset classes Examples include trading book keeping accounting and valuation distribution commissions etc
  • Knowhow about regulatory and investor reporting compliance requirements for US markets
  • Exposure to market leading Wealth Management platforms will be of significant advantage
  • Strong Analytical Skills problemsolving skills
  • Fundamental analytical and conceptual thinking skills
  • Experience creating detailed reports and giving presentations
  • Excellent planning organizational and time management skills
  • Provide subject matter proficiency in specific functional areas to the assigned Scrum team
  • Should be proficient with BA role and responsibilities like creating BRD FRD writing use cases process flows and other deliverables Should also have experience in managing E2E implementation AgileWaterfall and working on Digital projects
  • Ability to multitask and meet established deadlines in a dynamic work environment by working independently or as part of a team
  • Demonstrating evaluation of current business processes and workflows to identify opportunities for streamlining and optimization will be a plus
  • Strong communication written verbal and excellent stakeholder management skills

Skills:

Capital Market, Wealth Management BA Insurance Annuities, Insurance/Retirement alternatives annuities, Wealth Management Private Banking, Insurance Advisory, Financial Planning concepts, account types riskreturn measurements, portfolio analysis monitoring, BRD, FRD, Agile Waterfall

If you are interested, please forward your resume to vijay.singh@net2source.com.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$74k-97k (estimate)

POST DATE

09/09/2024

EXPIRATION DATE

10/06/2024

WEBSITE

net2source.com

HEADQUARTERS

SOMERSET, NJ

SIZE

200 - 500

FOUNDED

2007

TYPE

Private

CEO

ASHISH GARG

REVENUE

$50M - $200M

INDUSTRY

Business Services

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About Net2Source

Net2Source provides application development, workforce management and project consulting services for healthcare and finance industries.

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The following is the career advancement route for Business Analyst positions, which can be used as a reference in future career path planning. As a Business Analyst, it can be promoted into senior positions as a Business Systems Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Analyst. You can explore the career advancement for a Business Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Business Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Business Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Volunteer to perform Business Analyst related tasks.

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Develop Visualizations and Practice Presenting Them.

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Acquire and Leverage on Relevant Skills.

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Being Diligent with Time Management.

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Step 3: View the best colleges and universities for Business Analyst.

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