What are the responsibilities and job description for the Business Analyst in Wealth Management Domain position at Saxon AI?
Business Analyst in Wealth Management Domain
Minneapolis MN or Charlotte NC
Day 1 Onsite
- Experience in Capital markets functions and trading in Equity, Derivatives and OTC.
Preferred Qualifications:
- At least 7 years of experience working in Wealth Management specifically in Separately Managed Account (SMA).
- Ability to estimate work effort for reporting or database development.
- Ability to capture and document requirements.
- Using data from a variety of sources, analyze complex business issues, incorporating company and industry knowledge, mathematical and technical expertise, and sound analytical processes.
- Strong change management and documentation skills.
- Accurately plans and organizes the length and difficulty of tasks and projects.
- Excellent problem solver.
- Main point of contact for answering questions related to reporting and analytics.
- Provide and review reports of quantitative and qualitative data produced both internally and externally to the company.
- Produce routine or ad-hoc reporting as part of a larger project or special business concern.
