Demo

Business Analyst - Wealth Management

Info Way Solutions
Minneapolis, MN Full Time
POSTED ON 4/14/2025
AVAILABLE BEFORE 5/4/2025

Key Responsibilities :

Business Requirements Gathering : Collaborate with business stakeholders to gather and document detailed requirements for wealth management processes, systems, and tools.

Process Analysis & Optimization : Analyze existing wealth management workflows, identify areas for improvement, and recommend solutions that enhance operational efficiency.

Data Analysis & Reporting : Analyze wealth management data and generate insights to support decision-making for stakeholders and senior management.

Gap Analysis : Conduct gap analysis between current and proposed systems / processes and recommend solutions for bridging the gaps.

Solution Design : Collaborate with technical teams to design solutions that align with business requirements, ensuring seamless integration with wealth management systems.

Project Support : Assist in managing projects related to the implementation or enhancement of wealth management products and services.

Stakeholder Communication : Act as a liaison between the business and technical teams, ensuring clear communication and alignment on project goals and deliverables.

User Testing & Training : Facilitate user acceptance testing (UAT) and provide training and support to business users.

Documentation : Develop comprehensive business requirement documents (BRDs), functional specifications, and process flows.

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