What are the responsibilities and job description for the Technical Business Analyst – Wealth position at Heitmeyer Consulting?
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:
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.
- 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
- 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
Wealth Management Business Analyst
Fast Switch -
Cleveland, OH
Business Systems Analyst (BSA) - Banking & Wealth Management
Photon -
Cleveland, OH
Technical Business Analyst
Weltmann Lighting LLC -
Independence, OH
