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Senior Business Analyst

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2021-12-03 08:51:10

Job location Boston, Massachusetts, United States

Job type: fulltime

Job industry: Consulting & Corporate Strategy

Job description

The Business Systems Analyst is a key member of the IT product Management Team. This position will work with the Wealth IT Product Manager to define, prioritize, and execute the Wealth IT Product roadmap. To be successful in this position, the candidate will need to have experience within asset or wealth management. Experience with leading wealth management systems (e.g. Addepar, Advent Suite, or SEI) is a plus. This position also requires strong communication, verbal and written, in order to interface with business stakeholders and development/technical teams. Some knowledge and experience with systems integrations and banking/wealth management technology platforms such as Advent suite are a plus.


Job Duties

  • Collaborates with IT Product Manager and key business areas to ensure that business requirements and client needs are appropriately incorporated into Wealth Systems.
  • Works with development team and other technical resources to ensure features/functionality are developed according to business requirements.
  • Helps ensure that development work maximizes value and is aligned with overall business and product strategy.
  • Works with key business stakeholders to ensure successful product roll-outs and releases.
  • Helps develop, maintain and prioritize Wealth product backlog.
  • Stays up to date on emerging technology trends for Wealth Management.
  • Coordinates with Data teams to consider impacts on enterprise data management.


Qualifications

  • Bachelor's degree is required.
  • 3-5 years of business analyst type work such as eliciting end user requirements, documenting business processes, and requirements analysis.
  • Experience with Agile development and user story development is a plus.
  • Experience in Wealth or Asset Management is required
  • Broad knowledge of technology solutions and packaged/cloud based applications.


  • Detail oriented and a strong communicator.
  • Experience with Advent Suite is a plus.


  • Familiarity with the following financial services applications is a plus:

· Addepar

· Advent Suite (APX, Moxy, Genesis, BlackDiamond)

· SEI

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