|Domain||Wealth Management||Years of Experience||5+|
|Must have skills||Advisory, Business & IT Consulting, Business and Systems Analysis, Process Modeling, Requirements Analysis & Documentation, Business Architecture, Data Analysis.
Primary: Wealth Management and Financial Advisory related project experience is needed. Hands on project experience with Cash, Retail banking, UX design and integration project experience for writing FRDs and supporting development team. Worked on defining money movement functionalities and systems e.g. ACH, ACATS, other payments/ contributions/ disbursements for a financial services institution.
Additional domain knowledge and experience in Wealth Performance Reporting, Portfolio Analysis, Performance Attribution will be helpful.
Advanced knowledge of MS excel, Power point, MS word for documentation, analysis and presentation.
|Other skills/additional details||Excellent communication, client stakeholder management, client collaboration, ability to be an individual contributor as well as work effectively as a team member.
Ability to travel to client locations for projects (in state or within the USA at least).
|Role/Responsibilities||Lead business analysis, product management/ ownership, requirements planning, agile team member as lead business analyst, orchestrated product development and testing with broader development team.|
|Screening process (# of internal and client interviews)||Two internal and one client interview.
Interviews to be in person or over video.