Overview
On Site
$50 - $60
Accepts corp to corp applications
Contract - W2
Contract - Independent
Skills
Global Plus
Charles River
Pershing
regulatory frameworks
Job Details
Position: Business Systems Analyst (BSA) Wealth & Banking Domain
Location: Preferably in or near Buffalo, NY / Columbus, OH / Cleveland, OH Type: [Contract adjust based on actual position]
Start: ASAPJob Summary:
We are seeking a highly skilled Business Systems Analyst (BSA) with proven expertise in banking and wealth management domains, including platforms such as Global Plus, Charles River, and Pershing.
You will play a key role in analyzing business processes, gathering requirements, supporting system integrations, and ensuring high-quality solutions are delivered across wealth management and banking operations.
Key Responsibilities:
- Collaborate with business teams (Wealth Managers, Ops, Portfolio Managers) to gather and analyze requirements
- Analyze systems like Global Plus, Charles River, Pershing for improvements and integration opportunities
- Draft functional specs, use cases, process flows, and documentation for system development
- Act as a liaison between business and tech teams ensuring alignment and clear communication
- Lead system integration, UAT, and ensure solutions meet business needs and compliance standards
- Support user training and change adoption
- Assist project managers with planning, reporting, and timelines
Required Skills & Experience:
- 7+ years as a BSA in Banking/Wealth Management environments
- Strong experience with Global Plus, Charles River, Pershing (mandatory)
- Expertise in business process mapping, stakeholder communication, and solution design
- Understanding of trade execution, compliance, portfolio management, and client reporting
- Familiarity with regulatory frameworks (MiFID II, Dodd-Frank, Basel III)
- Proficient in QA, UAT, and test planning
Nice to Have:
- Experience with Power BI, Tableau or other reporting tools
- Basic knowledge of SQL, APIs, and system integration principles
- Agile methodology exposure (user stories, sprint planning)
- Change management experience in financial services
Qualifications:
- Bachelor s in Business, Finance, CS, or a related field
- Strong background in financial services or wealth platforms
- Excellent analytical, documentation, and communication skills
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.