What are the responsibilities and job description for the Senior Business Analyst - Wealth Management position at InvestM Technology LLC?
**********************************Open to H1B/C2C************************************************
We are looking for a Senior Business Analyst with extensive experience in the Wealth Management industry projects, specially supporting SMA(Separately Managed Accounts).
Visa Status:
- USC/GC
- H1B/TN/EAD
- C2C is okay
Location:
- Remote (Physically located in the US)
Compensation:
- Open(All rates commensurate with experience are welcome)
Responsibilities:
- Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry
- Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
- Act as a project manager for small projects that do not have a dedicated project manager
Mandatory Qualifications:
- 10 years of experience as a Business Analyst in a Wealth Management firm or a Wealth Technology Vendor
- 5 years of supporting Fixed Income Technology
- 5 years supporting SMA Accounts - Trading/Portfolio Management
- 3 years of experience in supporting Traders
- 3 years of hands-on experience in SQL
Preferred Qualifications:
- MBA degree or CFA qualification
- Experience in one or more technology vendor packages used in the Wealth Management - VestMark, Perform
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