What are the responsibilities and job description for the Business Analyst – Brokerage/Wealth Management position at Financial Industry Technical Services Inc.?
Business Analyst – Brokerage/Wealth Management
Locations: Remote
Job Description
FITS Consulting is looking for Business Analysts with brokerage/investment industry experience to help our clients with back-office and middle-office systems implementations.
We are looking for candidates with solid brokerage/wealth management background and prior experience in a business analyst role on a major platform implementation project.
Responsibilities
- Brokerage settlement platform conversion/implementation.
- Perform gap analysis to determine current/future state and process flows.
- Define and document business requirements (BRD).
- Write effective user stories that are development ready.
- Establish and maintain communication with client business and technical groups regarding progress of conversion/implementation.
- Work with Project Office groups monitoring and reporting milestone and planned activities.
- Participate Mock and Parallel conversion testing activities.
- Ensure the testing and training process are running smoothly.
Qualifications
- 5 years of brokerage/wealth management industry business analyst experience
- 7 years' experience within the Capital Markets/Wealth Management industry related to trade settlement and reporting for various financial products such as equities and fixed income.
- Prior experience on large scale wealth management system implementations.
- Successful track record for completing projects tasks under tight deadlines.
- Extensive client facing and problem-solving experience.
- Excellent communication skills and strong documentation and presentation experience.
- Traditional Business Analyst experience including (documenting current and future state, cross functional flows, developing/modifying business requirement documents, user acceptance testing).
- Experience implementing/converting brokerage operation systems including onboarding accounts and processing to the new platform.
- Working knowledge of all areas of brokerage back-office processing a major plus
- Proficient in all Microsoft applications, especially Excel and SQL.
- Experience in Agile teams.
FITS Consulting is an Equal Opportunity/Affirmative Action Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
