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Looking for Senior Business Analyst Wealth management at Remote, Remote, USA
Email: [email protected]
From:

sankar,

oceanblue

[email protected]

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Job Role: Senior Business Analyst with Cost basis / wealth management

Location: Remote (EST / CST)

Duration: Long term

JD:
Develops large and/or highly complex solutions that require analysis and research. Works on multiple projects as a project leader or technical leader/consultant. Works on complex tasks, projects or issues that involve a high degree of risk, impacts business unit performance and makes use of the individuals high level of knowledge within one or more areas of business systems analysis. Coaches and mentors junior business systems analysts. Works without supervision on the most complex projects. Complete latitude for independent judgment.
Typically requires 12 or more years of demonstrated business systems analysis experience with many projects as the business systems analysis lead on very large projects, i.e., projects with duration of more than 10,000 hours or spanning more than 6 months.

Job Profile Summary

Elicit, analyze, communicate and validate business/user requirements for processes, policies and information systems. Translate business needs/end-user requirements into functional specifications that describe what the system, process or product/service must do to fulfill the end-user/business requirements.

General Duties & Responsibilities
Formulates and defines system scope and objectives through research and fact-finding combined with an understanding of applicable business systems and industry requirements.
Calculates/estimates costs and benefits of alternative actions or solutions to establish their viability/ROI.
Analyzes and documents business processes and metrics, and identifies improvement opportunities.
Devises or modifies procedures to solve complex problems considering computer equipment capacity and limitations, operation time and form of desired results.
Includes analysis of business and user needs, documentation of requirements and translation into proper system requirement specifications.
Influences business partners and service providers regarding priorities, hardware/software selection and/or vendor selection.
Analyzes marketplace, industry, company, technology trends and best practices, vendor products and services, etc.
Identifies and documents business strategies, objectives and drivers.
Re-engineers processes to deliver greater effectiveness and efficiency.
Identifies/documents how applications and systems interact to support business processes.
Assesses, applies and projects the impact of system changes on users and internal and external clients or stakeholders.
Uses knowledge of systems and industry requirements to develop or modify complex information systems.
Writes test plans and test cases to ensure changes which are made to the application meet client needs and that application integrity is maintained.
Conducts a variety of tests such as system, integration, readiness and acceptance tests. Ensures changes made by programmers are correct.
Conducts tests using client data to be certain client needs will be met.
Verifies through testing that changes made by programmers to one part of the application do not impact other parts.
Reports and reviews testing results.
Trains internal employees or external clients on changes, new systems or new procedures. Conducts one-on-one or classroom training depending upon the size or desire of the audience.
May mentor, guide, advise and/or check the work of less experienced business systems analysts.
Considers business implications of the application of technology to the current business environment.
Other related duties assigned as needed.

Qualifications & Experience

Brokerage/Wealth Management industry experience

Experience supporting Cost Basis systems and generating customer tax statements
Full understanding of the IRS Cost Basis regulations, to be able to define requirements to support the tracking of Cost Basis information to accurately produce an IRS form 1099 return.
Prior experience of Cost Basis brokerage systems an advantage.

Keywords:
Looking for Senior Business Analyst Wealth management
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Tue Nov 12 02:36:00 UTC 2024

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