Technical Business Analyst

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Location: Cleveland/Akron, Buffalo, or Albany, NY (2 days hybrid)

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

Key Responsibilities:

1. Elicit, analyze, and document functional and non?functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).
2. Translate business problem statements into clear, consumable requirements for technology teams.
3. Perform current?state vs. future?state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state
4. Own and maintain requirements throughout the SDLC

Must-Have Qualifications:

• Proven experience in gap analysis, business requirement documentation, and process flow creation.
• Large banking integration experience (wealth/trust products nice to have)
• Agile experience, including using tools like Jira to manage user stories.
• 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.
• SQL proficiency to read and write queries and perform data mapping.
• Big Query
• Miro or Draw.io
• Confluence 

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