Senior Business Systems Analyst (Wealth Management & Data Services)

Senior Business Systems Analyst (Wealth Management & Data Services)

We are seeking an experienced Business Systems Analyst (BSA) with expertise in Wealth Management Regulatory Data Services and Data Engineering. The ideal candidate will lead business and systems analysis initiatives involving clients portfolios accounts transactions and data warehouse solutions while supporting modernization and digital transformation programs.

The candidate will work closely with business stakeholders architects product owners and development teams to define requirements data mappings and strategic solutions for legacy-to-modern platform transformations.

• Business Systems Analysis
  
• Requirements Gathering
  
• Functional Specifications
  
• Non-Functional Requirements
  
• User Stories
  
• Acceptance Criteria
  
• Gap Analysis
  
• Business Process Modeling
  
• Stakeholder Management
  

• Wealth Management
  
• Investment Products
  
• Portfolio Management
  
• Client & Account Data
  
• Trading Lifecycle
  
• Equities
  
• Fixed Income
  
• Mutual Funds
  
• ETFs
  
• Alternative Investments
  

• Data Warehouse
  
• Data Mapping
  
• Data Lineage
  
• Data Analysis
  
• SQL
  
• Data Migration
  
• Legacy System Modernization
  
• Data Engineering Concepts
  
• APIs
  
• Kafka
  
• Batch Processing
  
• Microservices
  
• Cloud-Native Architecture
  

• Jira
  
• Confluence
  
• Agile
  
• Scrum
  
• SAFe
  

• SQL Query Writing
  
• Data Validation
  
• API Integrations
  
• Python (Nice to Have)
  
• Ability to Read and Understand Code
  

• Lead business and systems analysis activities across wealth management platforms
  
• Analyze client portfolio account and transaction data
  
• Prepare end-to-end data mapping and transformation documentation
  
• Support data warehouse and reporting initiatives
  
• Collaborate with stakeholders to gather and document business requirements
  
• Create functional and non-functional specifications
  
• Define epics user stories and acceptance criteria
  
• Participate in legacy system modernization and cloud transformation initiatives
  
• Support data migration and application rationalization efforts
  
• Work with architects and engineering teams on strategic solutions
  
• Ensure compliance with regulatory and security standards
  
• Facilitate communication between business and technical teams
  
• Lead small projects and mentor junior analysts when required
  

• Prior Wealth Management experience
  
• Prior Wealth Management experience
  
• CBAP PMI-PBA CSPO or SAFe certifications
  
• Regulatory reporting experience
  
• Exposure to SEC FINRA MiFID II
  
• GDPR and CCPA knowledge
  
• Experience supporting digital transformation initiatives