Business Systems Analyst (BSA) – Banking & Wealth Management

Business Systems Analyst (BSA) – Banking & Wealth Management

Locations – Albany NY ,  Buffalo, NY ; Cleveland -OH, Columbus OH 

Mandatory experience 

• Bachelor’s degree in Business Administration, Computer Science, Finance, or a related field. 
• 7+ years of experience as a Business Systems Analyst or in a similar role, with a focus on banking and wealth management. 
• Hands-on experience with any of the wealth management products such as Global Plus, Charles River, Pershing platforms is required. 
• Proven track record of successfully gathering and documenting business requirements and working with IT teams to deliver effective solutions. 
• Experience in the financial services or wealth management industry is a must. 

• Banking & Wealth Management Experience: Strong experience working in banking and wealth management, with a solid understanding of key processes such as portfolio management, client reporting, compliance, and trade execution. 
•  Hands-on experience working with Wealth Platforms like Global Plus(for banking and financial services) and Charles River (for investment management, including trading, compliance, and portfolio management), Pershing platforms. 
• Business Process Mapping: Experience in creating process flow diagrams, use cases, and functional specifications to document business requirements and system functionality. 
• Analytical Skills: Excellent analytical and problem-solving skills, with the ability to interpret complex business needs and translate them into technical requirements. 
• Communication Skills: Strong verbal and written communication skills, with the ability to explain technical concepts to non-technical stakeholders. 
• Project Management: Familiarity with project management methodologies (Agile, Waterfall) and the ability to manage project timelines and deliverables. 
• Testing & Quality Assurance: Experience in creating test plans, executing functional and user acceptance testing (UAT), and ensuring business requirements are met through system functionality. 
• Regulatory Knowledge: Understanding of banking and wealth management industry regulations, including MiFID II, Dodd-Frank, and Basel III, and how they impact business systems.