Business Analyst - Financial Services
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Seeking a Business Analyst with experience in Financial Services, Wealth Management, Advisory, Brokerage Services to join a great company and a support couple of their top projects!
Skills & Qualifications:
- Bachelor's degree required
- Astute Knowledge of financial services industry in one or more of the following: Brokerage Services, Wealth Management, Advisory, trading platforms/systems, finance, online account services, cash management
- 5+ years' experience as a senior level analyst in business analysis, business systems, or both - gathering requirements, workflow and process modeling
- Experience with SQL, Advanced Excel, Microsoft Office application Word, Excel, Visio, SharePoint, Outlook, PowerPoint, online meeting collaboration tools, IM, etc.
- 3+ years' experience with excellent meeting facilitation and communication skills
- Comprehensive understanding of best practices related to release and change management, SDLC, workflow and process modeling and diagrams
- Proven proficiency in leading through completion of high quality business, functional and non-functional requirement documentation - solid understanding of business requirements vs solution oriented functional requirements.
Description:
- Working with business and/or product owner, you will formulate and help define system scope matrix, objectives, and requirements through best practice disciplines, research, and requirements gathering.
- You will support design, build, and test phases for assigned projects including defect triage and resolution.
- Provide the team an analysis of business and user needs, elicitation, organization and documentation of user stories, business requirements, process flows, and translation of business requirements into functional requirements and acceptance criteria to capture what the team discussed and agreed upon.
- Utilize basic SQL skills to perform data queries that are simple to medium in complexity to support analysis as needed throughout all phases of the project.
- Collaborate with project managers to develop detailed project information for their task assignments.
Skills:
Business analysis, acquisitions, Finra, Sql, finance, Reporting, kpi, annuities, User stories, Requirement gathering, confluence, wealth management, excel macros, excel pivot tables, agile, visio, banking
About Aston Carter:
Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.
At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit . Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.