Business Systems Analyst - Wealth Management
Qode
Business Systems Analyst (BSA) Wealth Management
Location: Fort Mill, SC (Hybrid)
Employment Type: Full-Time
Role Overview
We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization. This role requires a senior techno-functional professional with deep expertise in wealth management platforms, enterprise system integrations, API-driven architectures, data analysis, and solution design.
Required Qualifications
- 13+ years of experience as a Business Systems Analyst / Techno-Functional Analyst within enterprise environments.
- Strong experience in Wealth Management, Asset Management, Brokerage, or Financial Services domains.
- Strong hands-on technical analysis experience with APIs, integrations, SQL, and enterprise applications.
- Expertise in requirement analysis, system analysis, and technical documentation.
- Strong understanding of REST APIs, JSON, XML, microservices, and distributed systems.
- Advanced SQL skills with ability to perform complex data analysis and validation.
- Experience working with relational databases such as Oracle, SQL Server, PostgreSQL, or Snowflake.
- Experience with Agile/Scrum methodologies and tools like Jira/Confluence.
- Strong understanding of SDLC, system integrations, and enterprise application ecosystems.
Experience creating:
- BRDs
- FRDs
- User Stories
- Process Flows
- Data Mapping Documents
- Sequence Diagrams
- API Specifications
Excellent stakeholder management and communication skills.
Preferred Qualifications
- Experience with wealth management platforms such as Addepar, Orion, Charles River, Pershing, Fidelity, or similar ecosystems.
- Exposure to cloud platforms such as AWS or Azure.
- Experience with event-driven architecture, Kafka, or middleware platforms.
- Knowledge of FIX protocols, trade processing, or investment operations is a plus.
- Prior experience working in highly regulated financial environments.
- Exposure to data warehousing and reporting platforms.
- Understanding of automation and digital transformation initiatives within financial services
Vacancy posted 1 day ago
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