Technical Business Analyst – Wealth

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Location: Columbus, Cleveland, Buffalo, or Albany, NY (travel required for mocks and dress rehearsals, typically once a month or every other month)
Duration: Long-term, through 2025 and potentially into 2026

Project Overview:
This position supports our banking client that will be undergoing a wealth modernization initiative. 

Key Responsibilities:

1. Analyze business requirements, translate them into technical specifications, and drive requirements through to development.
2. Conduct gap analysis, document business processes, and create process flow diagrams.
3. Query databases and analyze data using SQL and Big Query, with involvement in data mapping.

Must-Have Qualifications:

• Proven experience in gap analysis, business requirement documentation, and process flow creation.
• Expertise in the wealth or investments domain, with knowledge of any related product or system.
• Agile experience, including using tools like Jira to manage user stories.
• SQL proficiency to read and write queries and perform data mapping.
• Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.
• Excellent communication skills

Nice-to-Have:

• Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
• Big Query
• Miro or Draw.io
• Confluence 

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