Wealth Management Business Analyst
AI Summary
A Wealth Management Business Analyst at E*Pro analyzes trading, portfolio management, and financial planning systems; gathers and documents business requirements; writes use cases; and supports functional testing across wealth management and capital market domains.
About this role
Wealth Management Business Analyst
E*Pro Consulting service offerings include contingent Staff Augmentation of IT professionals, Permanent Recruiting and Temp-to-Hire. In addition, our industry expertise and knowledge within financial services, Insurance, Telecom, Manufacturing, Technology, Media and Entertainment, Pharmaceutical, Health Care and service industries ensures our services are customized to meet specific needs. For more details please visit our website www.epro-tech.com
Job Title : Wealth Management Business Analyst
Location : Philadelphia, PA
Job Type : Permanent Full Time
Description:
• Experience in Trading System / Portfolio Management System / Financial Planning Tools
• Experience in Wealth Management / Capital Market is must
• The associate should be able to understand the requirement thoroughly from business and should be able to articulate it in Requirement document
• Should be able to come up with Use Cases
• Effective communications skills
• Experience with functional testing
• Through understanding of SDLC phases
Additional Information
Skills
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