Job#: 2053320
Job Description:
Length of assignment 01-06-2025 to 07-11-2025Job Description
Job DescriptionAs a Wealth Business Analyst, you will work with business areas, technology, and vendors to implement new platforms, features, and processes for wealth management. You will stay updated on industry changes to help PAS deliver top digital experiences and customer service. You will help develop and implement strategic plans to boost client and advisor satisfaction with our tech platforms. You will collect and analyze data from several sources, track platform performance, and collaborate with internal and external parties to define and prioritize requirements.
BA DescriptionInnovative with a point of view focused on challenging the status quo to achieve solutions and experiences that support what our customers and partners expect and prefer. You easily collaborate with stakeholders and partners and are a strong and articulate communicator. You are a leader of change and persistently focused on execution.
Expectations
- Leverage subject matter knowledge of wealth areas to ensure requirements created for initiatives meet the vision, goals, and objectives of the organization.
- Create business analysis artifacts such as process flows, gap analysis, and business requirement documentation.
- Multi-task in high pressure situations
- Participate in team collaboration to understand project requirements and translate those requirements into clear and comprehensive user stories.
- Provide support to technology and testing teams to ensure functionality is delivered and used correctly.
- Assist the creation and review of test plans, test cases, and test results to ensure complete validation.
- Develop, maintain, and present project status updates to leadership.
- Maintain and prioritize backlog items with collaborators.
- Ensure post-production verification of functionality to ensure original vision is realized.
- Maintain and prioritize inventory of outstanding defects and enhancements.
- Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).
- Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value.
- Domain experience in wealth/investments and financial services
- Understanding of Agile methodologies, especially prioritization and management of flexible scope
- Proficient in the use of relevant software tools, including Jira, Salesforce.com, MS Office Suite
- Strong work ethic, highly organized, detail-oriented, and results driven.
- Strong written / verbal communication, and interpersonal skills.
- Strong analytical and problem-solving skills.
- Proficient in flow diagrams; architectural and process driven (MIRO, Draw IO, etc).
- Ability to read and write queries (SQL, Big Query, JSON, etc).
- Understanding of wealth data for transformation, purification and mapping.
- Defining functional specifications pertinent to models and diagrams.
- Ability to work independently with minimal supervision, and in a team setting.
- Ability to manage tasks/projects concurrently.
- Proficient in the use of wealth applications
- Pershing (NetX, NetXInvestor)
- FIS (Global Plus, Global Office, etc)
- MoneGuidePro
- eMoney
- Envestnet
- Confluence knowledge.
EEO Employer
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.
