Business Analyst (Wealth Management)

Overview

On Site
Hybrid
Depends on Experience
Contract - Independent
Contract - W2
Contract - 12 Month(s)

Skills

Business Analyst
Wealth Management
Fixed Income Markets
communication skills

Job Details

Position Title: Business Analyst (Wealth Management)

Location: Midtown/Manhattan, NY (Hybrid)

Duration: 6 Months contract to hire

Job Description:

Individuals must have

  • Minimum of 5 years experience at a US Broker Dealer as a business analyst. Working in Equities, ETO s, Mutual Funds and Fixed Income Markets. Some experience in Margin Lending and Security Finance would be advantageous.
  • Vendor management experience
  • End-to-End project delivery experience
  • Collaborating with vendors and internal/external stakeholders at all levels PMs, BAs, Architects, IT Security Risk, IT Infrastructure, Testers, Application Managers/Senior Execs, etc.
  • Working closely with IT Architects on defining the tactical and strategic integration solutions

Skills:

  • Technical and Business knowledge of some of the following systems or software provides:
    • Data feeds ICE Data Services, Bloomberg, Rimes, CBOE
    • Margin Lending Softek
    • Settlement and Stock Borrow & Loans FIS Global Various Products/ Capital Markets Syn Ops.
    • Surveillance and Reporting S3, Steel Eye, FIS-R3
    • Mutual Funds Broadridge Matrix
  • Microsoft Office, Teams, Visio, Confluence, Jira, MS Project
  • A good knowledge of the Operational processes required to support an American Broker Dealer s middle and back-office broker. With experience in Investment Bank Operations, Retails Financial Services or Financial Services Technology or similar
  • Proven dealings with senior management and vendors utilising strong verbal, written and presentation skills.
  • hands-on data analysis/testing test case preparation, test execution, defect logging. Experience in application testing using a variety of testing suites.
  • Excellent Excel skills
  • Strong analytical ability: Present knowledge and perform research, making logical analysis, evaluating risks/benefits. Recommending alternatives for courses of action and implements creative solutions to complex problems.
  • be comfortable leading discussions with Business & IT and driving the decision-making process.
  • strong facilitation, influencing, problem solving and negotiation skills.
  • excellent oral & written communication skills
  • self-Initiative: Initiates preventive measures and procedural changes. Ability to work cross-functionally reaching across business lines or operating units. Coaches, mentors, and influence others
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