Business Systems Analyst

Kaav Inc.

Business Systems Analyst (Banking and Wealth, wealth platforms like Global Plus, Charles River, Pershing)

Remote

Must have Exp with anyone of these: Global Plus, Charles River, Pershing

We are seeking a highly skilled (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus , Charles River, Pershing . The ideal candidate will have a deep understanding of wealth management processes, banking operations, and experience in delivering high-quality business solutions. As a BSA, you will work closely with business stakeholders and IT teams to gather requirements, provide system analysis, and ensure seamless integration between business needs and technical solutions.

Key Responsibilities:

Business Analysis & Requirement Gathering: Collaborate with business stakeholders, including wealth managers, portfolio managers, and operations teams, to gather and document business requirements related to banking and wealth management processes.
System Analysis & Design: Analyze existing banking and wealth management systems - similar or equivalent to Global Plus , Charles River , Pershing to identify areas for improvement and propose system enhancements or new solutions.
Solution Design & Documentation: Create functional specifications, use cases, and detailed process flow diagrams. Document business processes and requirements in alignment with IT teams for successful system development and implementation.
Stakeholder Communication: Act as the bridge between business teams and technical teams, ensuring effective communication and alignment throughout the project lifecycle.
System Integration: Work on the integration of various banking and wealth management systems, including Global Plus , Pershing (for wealth banking operations) and Charles River (for investment management), ensuring seamless data flow and process automation.
Testing & Quality Assurance: Lead testing efforts to ensure that the systems meet business requirements and work as intended. This includes preparing test plans, executing tests, and coordinating with quality assurance teams.
Regulatory Compliance: Ensure that all solutions adhere to regulatory standards and industry best practices, particularly in wealth management and banking domains.
User Training & Support: Provide training to end-users on new system features and enhancements and offer ongoing support to ensure smooth system adoption.
Continuous Improvement: Proactively identify opportunities to enhance business processes and system functionality, ensuring efficiency, scalability, and alignment with business goals.
Project Management Support: Support project management teams by providing business insights and assisting in project planning, scheduling, and execution.

Required Skills and Qualifications:

Banking & Wealth Management Experience: Strong experience working in banking and wealth management , with a solid understanding of key processes such as portfolio management, client reporting, compliance, and trade execution.
Hands-on experience working with Wealth Platforms like Global Plus (for banking and financial services) and Charles River (for investment management, including trading, compliance, and portfolio management), Pershing platforms.
Business Process Mapping: Experience in creating process flow diagrams, use cases, and functional specifications to document business requirements and system functionality.
Analytical Skills: Excellent analytical and problem-solving skills, with the ability to interpret complex business needs and translate them into technical requirements.
Communication Skills: Strong verbal and written communication skills, with the ability to explain technical concepts to non-technical stakeholders.
Project Management: Familiarity with project management methodologies (Agile, Waterfall) and the ability to manage project timelines and deliverables.
Testing & Quality Assurance: Experience in creating test plans, executing functional and user acceptance testing (UAT), and ensuring business requirements are met through system functionality.
Regulatory Knowledge: Understanding of banking and wealth management industry regulations, including MiFID II , Dodd-Frank , and Basel III , and how they impact business systems.

Apply

Vacancy posted 3 days ago

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