Business Analyst Job at Qode, New York, NY

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  • Qode
  • New York, NY

Job Description

We are looking for a Business Analyst with strong experience in Wealth Management to bridge the gap between business stakeholders and technology teams. The ideal candidate will have a solid understanding of financial products, client reporting, and investment processes, along with strong analytical and communication skills.

 

Key Responsibilities

  • Gather, analyze, and document business requirements from stakeholders including Portfolio Managers, Financial Advisors, and Operations teams
  • Translate business needs into functional and technical requirements (BRD, FRD, user stories)
  • Work on wealth management platforms, client onboarding, and reporting systems
  • Support portfolio management, performance reporting, and client analytics initiatives
  • Collaborate with technology teams to ensure accurate implementation of requirements
  • Perform gap analysis, impact analysis, and process mapping
  • Participate in UAT (User Acceptance Testing) and ensure requirements are met
  • Support regulatory and compliance initiatives (SEC, FINRA, KYC/AML)
  • Drive improvements in business processes and data quality

 

Required Skills & Qualifications

  • 8–12+ years of experience as a Business Analyst
  • Strong domain knowledge in:
  • Wealth Management
  • Private Banking / Asset Management
  • Understanding of:
  • Portfolio Management
  • Asset Allocation
  • Equities, Fixed Income, Mutual Funds
  • Experience with requirement gathering and documentation (BRD, FRD, user stories)
  • Strong SQL skills (for data analysis)
  • Experience with tools like JIRA, Confluence, Excel

Job Tags

Full time

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