Overview
On Site
Depends on Experience
Full Time
Skills
Asset Management
Wealth Management
SQL
MDM
Job Details
Job Title: Technical Business Analyst -Asset Management, Wealth Management
Location: New York City, NY (Onsite role)
- Candidate needs to have Asset Management, Wealth Management, Advisor platform experience which is mandatory and should be able to work in SQL.
- Asset management exp is must
- 5+ years of experience as a Business Analyst, preferably in the financial services or asset management industry.
- Experience working with marketing and distribution teams is highly desirable.
- Proficiency in data analysis tools (e.g., Excel, SQL, Tableau).
- Familiarity with project management methodologies and tools (e.g., Agile, JIRA).
- Familiarity with Data Warehousing and Master Data Management.
- Familiarity with CRM, marketing, and distribution tools (e.g., Salesforce, Pardot, Seismic, Cvent, On24, Google Analytics)
- Understanding of technology solutions and their application in marketing and distribution.
- Bachelor s degree in Business Administration, Finance, Information Technology, or a related field.
- Master s degree or relevant certification (e.g., CBAP, PMP) is a plus.
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