[Remote] Wealth Management Business Analyst
Note: The job is a remote job and is open to candidates in USA. IDR, Inc. is seeking a Wealth Management Business Analyst to join one of their top clients. This role involves supporting a major project within the wealth management industry by focusing on requirements gathering, process analysis, and stakeholder collaboration to enhance business operations and reporting capabilities.
Responsibilities
- Collaborate with business stakeholders to gather and document functional and business requirements
- Develop detailed use cases, user stories, process flows, and acceptance criteria
- Partner with business and technology teams to ensure requirements are clearly understood and implemented correctly
- Create and execute test plans, test cases, and testing scenarios
- Support data validation, reconciliation, and reporting verification activities
Skills
- 5+ years of Business Analysis and/or Quality Assurance experience
- Strong experience within Wealth Management, Investment Management, Private Banking, or Financial Services environments
- Deep understanding of wealth management performance reporting, attribution, and performance calculations
- Experience writing business requirements, use cases, user stories, and acceptance criteria
- Hands-on experience creating and executing test plans and test cases
Benefits
- Competitive compensation package
- Full Benefits; Medical, Vision, Dental, and more!
- Employee Stock Ownership Program
- Medical, Dental, Vision, and Life Insurance
Company Overview