Business Analyst with Wealth management & Crypto - Hybrid

Hybrid in New York, NY, US • Posted 2 days ago • Updated 2 days ago
Contract W2
Contract Independent
No Travel Required
Hybrid
Depends on Experience
Fitment

Dice Job Match Score™

👾 Reticulating splines...

Job Details

Skills

  • Agile delivery
  • Stakeholder communication
  • crypto
  • digital assets
  • OMS
  • AML/KYC

Summary

Title:Business Analyst with Wealth management & Crypto - Hybrid
Location:New York City, NY
Length:Long term
Restriction: w2 or c2c
 

 
Description:

***WebCam Interview*** Long term project ***LinkedIn Must *** Hybrid (3-4days onsite per week) at NJ / Down town New York City, NY/ Alpharetta ,GA/ Menlo Park, CA *** 

Key Responsibilities:-

Product Ownership & Strategy
  • Own and manage the product backlog for platforms supporting brokerage, wealth management, and digital asset operations
  • Define product vision, roadmap, and priorities aligned with business and regulatory requirements
  • Translate business goals into epics, user stories, and acceptance criteria
  • Act as the primary point of contact between stakeholders and delivery teams
Business Analysis
  • Elicit, analyze, and document business requirements across front, middle, and back office functions
  • Map end-to-end workflows including order management, trade execution, clearing, settlement, custody, and reconciliation
  • Identify process gaps, inefficiencies, and automation opportunities
  • Support UAT planning, execution, and defect triage
Operations & Reconciliation
  • Work closely with operations teams on:
    • Cash, position, and trade reconciliations
    • Break management and exception handling
    • Corporate actions and fees processing
  • Ensure systems support accurate and timely reporting across internal and external counterparties
Crypto & Digital Assets (Preferred)
  • Support products involving crypto trading, custody, wallets, tokenized assets, or digital asset reporting
  • Understand differences between traditional and blockchain-based settlement models
  • Collaborate with compliance and risk teams on controls, auditability, and regulatory alignment
Stakeholder & Delivery Collaboration
  • Partner with engineering, QA, compliance, risk, and operations teams
  • Participate in agile ceremonies (sprint planning, reviews, retrospectives)
  • Ensure delivered solutions meet business, operational, and regulatory expectations

Required Skill:- 

  • 15 +years of experience ss Business Analyst 
  • 7 + yrs expertise with Wealth management and brokerage.
  • 5+ years of experience as a Product Owner, Business Analyst, or similar role in financial services
     
  • involved in breaking high level technical requirement into detailed technical requirment
     
  • Involved in Agile process with technology team
     
  • Experience with E trade and any brokerage related platforms
     
  • Strong understanding of cryptocurrencies, blockchain fundamentals, DeFi, Web3, and token economics
  • Strong background in brokerage and/or wealth management
  • Solid understanding of middle office or back office functions, especially reconciliation and settlements
  • Experience writing clear, testable business and functional requirements
  • Familiarity with Agile/Scrum methodologies
  • Excellent communication and stakeholder management skills
Preferred / Nice to Have:-
  • Experience with crypto, digital assets, or blockchain-based platforms
  • Knowledge of custody systems, OMS/EMS, clearing platforms, or fund accounting systems
  • Exposure to regulatory environments (SEC, FINRA, MiFID, AML/KYC)
  • Experience with data reconciliation tools, reporting platforms, or SQL
  • CSPO, PMI-PBA, or similar certification
Key Skills :-
  • Product backlog management
  • Business process modeling
  • Trade lifecycle & reconciliation
  • Agile delivery
  • Stakeholder communication
  • Regulatory awareness
  • Digital asset domain knowledge
 

 

 
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: msyca001
  • Position Id: KMZ - 004
  • Posted 2 days ago
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