Business Analyst - Wealth Management

RESPONSIBILITIES:
Kforce has a client in San Diego, CA that is seeking a Business Analyst - Wealth Management.

Responsibilities:
* Working with business and/or product owner, you will formulate and help define system scope matrix, objectives, and requirements through best practice disciplines, research, and requirements gathering
* Lead and/or assist business and technical teams to develop and/or modify processes to resolve moderate to complex business issues
* Support design, build, and test phases for assigned projects including defect triage and resolution
* Provide the team an analysis of business and user needs, elicitation, organization and documentation of user stories, business requirements, process flows, and translation of business requirements into functional requirements and acceptance criteria to capture what the team discussed and agreed upon
* Support solution and functional specification definition
* When available, you will review impacted systems' technical and logical design for the ability to lead through creating or updating system/process/data flow diagrams with minimal support
* Utilize basic SQL skills to perform data queries that are simple to medium in complexity to support analysis as needed throughout all phases of the project
* Collaborate with project managers to develop detailed project information for their task assignments

REQUIREMENTS:
* Bachelor's degree or equivalent experience in a directly related field or industry required
* 10+ years of experience as a senior level analyst in business analysis, business systems, or both
* 3+ years of experience using Microsoft Office application Word, Excel, Visio, SharePoint, Outlook, PowerPoint, online meeting collaboration tools, IM, etc.
* Astute knowledge of financial services industry in one or more of the following: Brokerage Services, Wealth Management, Advisory, trading platforms/systems, finance, online account services, cash management
* Comprehensive understanding of best practices related to release and change management, software development life cycle, workflow and process modeling and diagrams
* Proven proficiency in leading through completion of high-quality business, functional and non-functional requirement documentation - solid understanding of business requirements vs solution oriented functional requirements
* Proven talent in developing a business analysis plan in support of providing meaningful project phase estimates for all business analyst activities - especially takes ownership and accountability for the requirements phase and is highly capable of planning the tasks, effort and duration of all the tasks necessary to complete the BRD, FRD and supplementary documentation
* Strong ability to lead meetings and conversations - asking questions, managing the dialogue to achieve the objectives and agenda of the discussion
* Inquisitive; Naturally asks lots of questions
* Ability to learn quickly and operate effectively in a fast-paced environment
* Strong analytical and organizational skills
* Top notch oral and written communication skills
* Some travel may be required

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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