Description

You will manage requirements and process analysis across front-to-back-office workflows.

Responsibilities

• Elicit, analyze, and document functional and non-functional program requirements for proposals, portfolio management, billing, reporting, and advisor workflows.
• Translate business problem statements into actionable requirements for technology teams.
• Perform current-state versus future-state gap analysis to prevent regression in platform capabilities.
• Own and maintain requirements documentation throughout the SDLC.

Required Skills

• 5+ years of experience in business analysis.
• Expertise in the wealth management domain and related product systems.
• Proven experience in gap analysis, requirement documentation, and process flow creation.
• Experience working in Agile environments using Jira to manage user stories.
• Proficiency with SQL and Big Query.
• Strong understanding of the SDLC.
• Ability to navigate ambiguity and solve complex problems independently.
• Excellent communication skills for stakeholder management.

Key Skills

Education

Any Gradute