Description

You will act as the bridge between business needs and technical ETL specifications within a wealth management context.

Responsibilities

• Analyze and document current state technical and business processes to define future state solutions.
• Write detailed technical extract specifications, including data attributes, headers, trailers, and non-functional requirements.
• Develop reconciliation requirements to ensure data integrity between generated and received files.
• Lead brainstorming sessions and stakeholder meetings to drive requirement gathering and decision-making.
• Create PowerPoint decks to present high-level requirements, potential solutions, and cost-benefit analyses to management.

Required Skills

• 5+ years of experience as a Business Analyst writing functional and non-functional requirements.
• Strong ETL and data testing experience to understand underlying data flows and processing.
• Deep knowledge of Wealth Management or Trade Platform file structures and processing.
• Proven ability to write technical specifications for new file generation and data sanitization.
• Experience in Wealth Front Office or operations.
• Consulting experience from firms such as EY, Capco, or Deloitte focused on Wealth Management.
• BA in Economics, Finance, or a related financial educational background.
• Industry certification such as CSC or CFA.
• Strong verbal and written communication skills for managing diverse stakeholders.

Key Skills

Education

Any Gradute