Business Analyst - Wealth Management
VMC Soft Technologies, Inc
Role: Business Analyst – Wealth Management Location: New York, NY
100% ONSITE ROLE
Job Description A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency. Key Responsibilities Requirement Gathering & Analysis Collaborate with stakeholders (portfolio managers, financial advisors, operations teams) Elicit, analyze, and document: Business requirements (BRDs), Functional requirements (FRDs), User stories and acceptance criteria Conduct workshops, stakeholder interviews, and gap analysis Wealth Management Domain Support Understand core concepts: Asset allocation (Equities, Fixed Income, Alternatives) Support systems like: Trading and order management systems (OMS) Data Analysis & Reporting Analyze financial data related to performance metrics (ROI, Alpha, Beta) Prepare dashboards and reports using tools like: Excel, Power BI, Tableau Functional Design & Solutioning Translate business requirements into system specifications Work closely with: Developers, QA teams, Product owners Define workflows, business rules, and use cases Skills Digital: Artificial Intelligence (AI) BFS: Wealth Management Finance and Accounting EIS: Management of Clients (Direct Materials) Capital Markets - Investment Banking Experience Required 10 & Above #J-18808-Ljbffr VMC Soft Technologies, IncVacancy posted 1 day ago
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