Business Analyst

TechDigital

San Antonio, TX

JOB DETAILS
LOCATION
San Antonio, TX
POSTED
30+ days ago
Job Title: BA with Pershing /Wealth Management experience
Experience(Years): 10+
Mandatory skills: BA , Pershing , Netx360 , Wove 2.0 ,Wealth & Investment Banking

  • Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges.
  • Elicit, document, and validate business requirements, ensuring they align with the organization's investment strategy.
  • Define user stories, workflows, and acceptance criteria for new solutions or enhancements.
  • Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.
  • Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing)
  • Analyze financial and investment data to support business decisions
  • Act as a bridge between technical teams and business units, ensuring clear communication and alignment

About the Company

T

TechDigital

COMPANY SIZE
100 to 499 employees
INDUSTRY
Other/Not Classified