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BA with Wealth Management Exp.

San Diego, CA
Greeting!!
 
Please go through the requirement and let me know if you are interested.
 

Role: BA with Wealth Management Exp.
Location: San Diego, CA
Duration: 9+ Months
Interview Mode: Telephonic/Skype
 
 
Job Description
 
 
Must have skills Business Analyst exp., excellent communication skills, writing requirement documents, DSD, good understanding of business process, financial background is plus
Other skills/additional details Technical skill set  (SQL knowledge will be a plus), Wealth Management experience
  • Wealth Management Experience (or Asset Management experience with conceptual knowledge on WM is fine)
  • Should be able to talk confidently about Financial products like Brokerage, Advisory; Asset classes like Equity, Mutual funds, Fixed Income
  • Hands on / Conversational expertise on topics ranging from Account Opening, Move Money, Account aggregation, Reporting, Trading etc
  • Business Analyst with sound Analysis and Process flow Design experience, excellent communication skill. BFS domain knowledge is plus.
Good Product acumen, must have worked on building / integrating products with various fintech platforms
Role/Responsibilities Business Analysis , Eliciting Requirements ,  Documenting requirements documents , Data Analysis ,
Paste JD from client (if available) Business Analyst exp., excellent communication skills, writing requirement documents, DSD, good understanding of business process, financial background is plus
 
 
 
 
 
 
Sincerely yours,

Rahul Yadav
(408) 560-3956
rahul@reqroute.com

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ReqRoute, Inc is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, military status, national origin or any other characteristic protected under federal, state, or applicable local law. (www.reqroute.com)
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