Business Analyst Wealth Management

eTeam Inc.

New York, NY

JOB DETAILS
SALARY
$70–$80 Per Hour
SKILLS
Accounting, Artificial Intelligence (AI), Asset Management, Business Analysis, Business Processes, Capital Markets, Customer Relationship Management (CRM), Finance, Financial Management, Financial Operations, Investment Management, Investment Services, Microsoft Dynamics, Order Management, Performance Metrics, Power BI, Private Banking, Process Analysis, Quality Assurance, Regulatory Compliance, Reporting Dashboards, Requirements Management, Return on Investment (ROI), Tableau, Technical/Engineering Design, Use Cases, Wealth Management
LOCATION
New York, NY
POSTED
13 days ago
REQUIREMENT_CITY - New York
Role Name - Business Analyst

ROLE_DESCRIPTION -

Business Analyst Wealth Management Job Description

Role Overview

A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency.

Key Responsibilities

1. Requirement Gathering & Analysis

Collaborate with stakeholders (portfolio managers, financial advisors, operations teams)
Elicit, analyze, and document:
Business requirements (BRDs)
Functional requirements (FRDs)
User stories and acceptance criteria
Conduct workshops, stakeholder interviews, and gap analysis
2. Wealth Management Domain Support

Understand core concepts:
Portfolio management
Asset allocation (Equities, Fixed Income, Alternatives)
Investment lifecycle
Risk profiling & suitability
Support systems like:
Portfolio management systems (PMS)
CRM platforms (Client, Microsoft Dynamics)
Trading and order management systems (OMS)
3. Data Analysis & Reporting

Analyze financial data related to:
Client portfolios
Performance metrics (ROI, Alpha, Beta)
Risk analytics
Prepare dashboards and reports using tools like:
Excel, Power BI, Tableau
4. Functional Design & Solutioning

Translate business requirements into system specifications
Work closely with:
Developers
QA teams
Product owners
Define workflows, business rules, and use cases

Skills: Digital : Artificial Intelligence(AI)~BFS : Wealth Management~Finance and Accounting~EIS : Management of Clients (Direct Materials)~Capital Markets - Investment Banking
Experience Required: 10 & Above

About the Company

e

eTeam Inc.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.
COMPANY SIZE
100 to 499 employees
INDUSTRY
Other/Not Classified
FOUNDED
1998
WEBSITE
www.eteaminc.com