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Technical Business Systems Analyst :: Iselin Woodbridge Township, NJ / New York, NY (Hybrid) at Iselin, New Jersey, USA
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Technical Business Systems Analyst in Wealth Management Systems Organization

Job Location:-Iselin Woodbridge Township, NJ /

New York, NY

(Hybrid)

Basically it is SQL and data analysis and CRM platform configurations like Salesforce and also Pega workflow

The Systems Business Analyst provides strategic technical analysis to business partners and also acts as a liaison between technical and business user groups. The focus of this position is to work closely
with the business units to gain in-depth understanding of the wealth management onboarding business strategy, processes, services, roadmap and the context in which the business operates.

The Systems Business Analyst is responsible for defining and documenting business systems requirements and ensuring technology solutions enhance and support the business operations. Identify technology alternatives and recommends system solutions to business
and technical audiences. And, identify opportunities to improve efficiency. Responsibilities will include a full range of activities from leading small to mid-size projects to assisting other project managers on larger more complex projects related to operational
business functions that affect both internal and external clients. The Senior Systems Business Analyst participates in all phases of the systems development life cycle from project scoping, planning and requirements definition to issues resolution, testing,
training and implementation.

Responsibilities Include

Develop clear, concise methodology documents, which require proficiency in interviewing skills, workflow analysis, dataflow diagramming, screen design, etc.

Review and assist in development of project plans, project workflows as requested by Project Manager.

Facilitate the definition of functional requirements by working with programmers and users in prototyping and design sessions.

Translate system workflows into system configuration

Translate and present project concepts into effective visual images which clarify design elements and issues for both business and technical audiences.

Ensure methodology is followed for project; provide meaningful feedback in accordance with departmental standards and guidelines.

Identify, mediate, resolve and eliminate miscommunications between business and technical project team members.

Provide leadership to team members and peers by collaborating with others; articulating ideas and viewpoints to senior management, peers and others; driving the resolution of issues; and holding self and
team accountable for results

Stay current with business needs and strategies and manage relationships and expectations by developing a communication process to keep others up-to-date on project results

Support and align efforts to meet business needs

Understand and negotiate needs and expectations of multiple stakeholders

Lead or participate in multiple projects by completing and updating project documentation; determining daily priorities; following proper escalation paths

Works to self-manage projects to budget/estimate and hit deadlines set forth by project leads/managers

Collaborate closely with developers to implement the requirements, provide necessary guidance to testers during QA process

Participate in development of test strategy, test plans and test cases

Participate in test execution and document results

Utilize Jira to organize, track, and update progress on projects throughout their entire life cycle.

Identify improvement opportunities (proactive and reactive)

Research and evaluate new technology solutions and present recommendations for improved system operations.

Support system conversions, upgrades, enhancements

Requirements & Qualifications Include

Financial Services experience, especially in Private Banking / Wealth Management / Asset Management, specifically in client onboarding, CRM systems, like Salesforce, Workflows systems like Pega and KYC
rules and supporting documentations and workflows

BA/BS degree and/or related work experience.

8+ years of experience documenting specifications, preferably at a financial services company.

Full understanding of the business model or the area(s) supported.

Very Strong Analytical skills required

Must have experience working on large scale projects as well as handling day-to-day operational requests from the business

Strong time management, ability to successfully manage multiple tasks at any given point, strong relationship building skills & communication skills

Knowledge of all phases of the Systems Development Life Cycle required

Data analysis Must have proficiency with SQL, Microsoft Excel

Ability to create presentations using software such as Microsoft PowerPoint.

Exposure to project work and project planning, as well as project management software.

Interviewing skills.

Written and oral communications skills

Problem solving/analytical skills

A technical/programming background a huge plus as this role requires a strong partnership and constant coordination with development team to agree on timelines and scope of work

Thanks,

Ravikant Tiwari

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Keywords: quality analyst business analyst information technology New Jersey New York
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Tue Dec 12 20:37:00 UTC 2023

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Location: Iselin, New Jersey