Open to H1B / C2C
We are looking for a Senior Business Analyst with extensive experience in the Wealth Management industry projects, specifically supporting SMA(Separately Managed Accounts) trading and portfolio management.
Visa Status :Compensation :
Open(All rates commensurate with experience are welcome)
Responsibilities :
- Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry
- Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
- Act as a project manager for small projects that do not have a dedicated project manager
Mandatory Qualifications :
- 10+ years of experience as a Business Analyst in a Wealth Management firm or a Wealth Technology Vendor
- 5+ years of supporting Fixed Income Technology
- 5+ years supporting SMA Accounts - Trading / Portfolio Management
- 3+ years of experience in supporting Traders
- 3+ years of hands-on experience in SQL
Preferred Qualifications :
- MBA degree or CFA qualification
- Experience in one or more technology vendor packages used in the Wealth Management - VestMark, Perform
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