Overview
On Site
Accepts corp to corp applications
Contract - Independent
Contract - W2
Contract - Contract
Skills
agile methodology
ANALYTICAL THINKING
DATABASES
POWER BI
STAKEHOLDER MANAGEMENT
ASSET MANAGEMENT
DATA ANALYSIS
BUSINESS ANALYSIS
REQUIREMENTS ANALYSIS
Leadership
Communication Skills
Problem solving
TEAM WORKING
OPERATIONAL DATA STORE
risk analysis
Mentoring
Capital Markets
Customer Relationship Management
Client Onboarding
Commercial Knowledge
Decision Making Skills
Financial Instrument
Investment Advisory
Personal Finance
Strategic Management
Web Platforms
Acceptance Testing
Data Visualisation
Knowledge of Finance
Management of Changes
Persuasiveness
Tableau (Software)
Job Details
Job Title: Business Analyst, Wealth Management
Job Location: Tampa, FL / Jersey City NJ (Hybrid)
Job Type: Contract
Job Description:
- Lead requirement gathering and solution design for investment advisory, client onboarding, and portfolio platforms.
- Partner with senior stakeholders across product, compliance, and technology to align business goals with digital capabilities.
- Analyse client behaviour, product performance, and operational data to support strategic decisions.
- Oversee UAT, change management, and post-deployment reviews for key initiatives.
- Contribute to regulatory and risk assessments related to wealth products and platforms.
Skills:
- Proven ability to lead cross-functional teams and drive consensus among senior stakeholders.
- Experience mentoring junior analysts and fostering a collaborative team environment.
- Strong decision-making and problem-solving skills in high-impact projects.
- Ability to influence strategic direction through data-driven insights and business acumen.
Qualification:
- Bachelor's/Masters in Finance, Business, or related field.
- 10 20 years of experience in business analysis, with strong experience in wealth management or private banking.
- Deep understanding of advisors/RIAs engagements, reporting and experience.
- Deep understanding of investment products, client lifecycle, and digital platforms.
- Overall understanding of capital markets in general.
- Good technology orientation, understanding of data and data base concepts.
- Strong stakeholder management, communication, and analytical skills.
- Exposure to Agile delivery, data visualization tools (Power BI, Tableau), and CRM platforms.
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.