IITMatrix Hiring! Full Time Business Analyst - Wealth Management in - Ricebowl

Basic Qualifications for Consideration:

Bachelor’s Degree, preferably with exposure to Business Administration and/or Computer Science

• 6 to 10 years of experience in Business or Systems Analysis in wealth management, wealth-tech or financial services technology, ideally on advisor- or investor-facing digital products
• Working knowledge of Trading flows, portfolio data, holdings, performance and reporting as surfaced to advisors and investors; Portfolio Accounting experience a plus.
• Experience writing API and integration requirements and working with engineers on data flows
• Proven ability to map data through the lifecycle of an account or client journey (prospect, onboarding/KYC, servicing and reporting)
• Strong communication skills to clearly convey complex technical specifications to clients and internal teams.
• Ability to collaborate with a cross-functional team to achieve results
• Skilled in eliciting, analyzing, specifying, and validating the business needs of stakeholders
• Experienced in gathering customer requirements through interviews, workshops, questionnaires, workflow storyboards, journey mapping, process modelling (BPMN), use cases, user stories, scenarios and acceptance criteria
• Demonstrated ability to work with stakeholders and project teams to prioritize collected requirements.