Collaborate with stakeholders to gather and document business requirements for wealth management technology projects.

Analyze and assess current business processes and systems to identify areas for improvement and optimization.

Work closely with development teams to translate business requirements into technical specifications.

Participate in the design and testing of new wealth management technology solutions.

Provide ongoing support and troubleshooting for wealth management technology systems.

Requirements

5+ years of experience as a Business Analyst in the wealth management industry.

Strong knowledge of wealth management products, processes, and systems.

Experience with requirements gathering and documentation.

Ability to translate business requirements into technical specifications.

Strong analytical and problem-solving skills.

Excellent communication and collaboration skills.

Experience with wealth management technology systems such as portfolio management, trading, and reporting platforms.

Bachelor's degree in a relevant field.