ID: 07721399 (96590208)
Wealth Management/Brokerage BA with JIRA, user stories, epics, groom stories, product backlog, agile, ACATS, Margins, cost basis and brokerage/Wealth management (Broadridge/sungard/fidelity/ameritrade/LPL/Schwab/ameriprise_ experience
Brookfield, WI (Thomson Reuters)
Duration: 12 months
Requirements:
Bachelor’s Degree with 12 years of overall work experience
Experience with JIRA and other Atlassian tools. Ability to create User Stories/Epics, groom stories and maintain the Product Backlog.
Should have worked in Agile methodology
Should have experience in brokerage/Wealth Management firms like Broadridge, Sungard Wealth, Fidelity, TD Ameritrade, LPL Financial, Schwab, Wells Fargo Advisors, Ameriprise, Morgan Stanley, Business knowledge of areas like ACATS, Margins, Cost basis
Detail oriented, analytical and inquisitive
Ability to work independently and with others
Excellent oral, written communication skills, able to lead and drive Requirements Definition discussions
BA’s with wealth management and more with brokerage experience.
They should mandatorily have Agile exposure.
Business Analyst Job Description
Review, analyze and evaluate business systems and user needs. Document requirements, define scope and objectives and formulate systems to parallel overall business strategies.
12 years of experience in the field or in a related area. Familiar with relational database, mainframe, bpm and client-server concepts. Rely on experience and judgment to plan and accomplish goals.
Responsibilities:
Determine operational objectives by studying business functions; gathering information; evaluating output requirements and formats
Construct workflow charts and diagrams; studying system capabilities; writing specifications
Work in Agile environment and maintain the Product Backlog working with client SMEs
Define project requirements by identifying project milestones, phases and elements
Contribute to team effort by accomplishing related results as needed
Conduct and coordinate financial, product, market, operational and related research to support strategic and business planning within the various departments and programs of the client group
Interpret, evaluate and interrelate research data and develop integrated business analyses and projections for incorporation into strategic decision-making
Understand and communicate the financial and operational impact of any changes
Suggest changes to senior management using analytics to support your recommendations. Actively participate in the implementation of approved changes
Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement
Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues
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