| 11+ Only -- Business Data Analyst with Wealth Management @ Charlotte, NC or Austin TX (Hybrid) at Charlotte, North Carolina, USA |
| Email: [email protected] |
| Hello, Hope you are doing well, We have the below requirement open. Please send me your candidates updated Resume to [email protected] Role : Business Data Analyst with Wealth Management (Financial domain) Location : Charlotte, NC or Austin TX (Hybrid) Experience : 10+ Mandatory Responsibilities: Provide support for tactical and strategic projects aligned with the vision of the Global Trust Business, with a focus on optimizing client, employee, and control experiences. Take a leadership role in addressing day-to-day ad hoc items, emphasizing control and remedial project work. Generate project artifacts, including Business Requirements Documentation (BRD's), Functional Requirements Documentation (FRD's), and project plans necessary for key technical deliveries. Address the data needs of the business by comprehending data tables in various applications, developing targeted queries, and interpreting data to ensure delivery meets requirements. Translate Regulatory, CPB, and Trust Procedural requirements into effective technology and process solutions that are both simple and impactful. Collaborate with business leaders to understand unique needs and processes, streamlining them to enhance controls, create efficiencies, and drive business growth. Ensure consistency of solutions across all trust centers by collaborating with all constituents. Support strategic initiatives from problem identification through requirements definition to solution implementation, including both long-term projects and daily ad hoc tasks. Craft key management presentations for various audiences, articulating strategic initiatives and accomplishments. Technical Skills Requirements: Business Data Analysis with over 10 years of experience in Wealth Management. Strong proficiency in AWS, SQL queries, and Python. Wealth Management (WM) Domain Knowledge : Prime broker-dealer business, alternative investments, retirement funds, portfolio management. Experience with ledger book tools like Beta, Fund Master would be advantageous. Familiarity with trade placing and execution on behalf of clients, including tools like Client worksheet balance used by advisors for executing trades on behalf of clients. Knowledge of client portfolio construction, portfolio rebalancing in response to market conditions, etc. -- Keywords: active directory information technology North Carolina Texas |
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| Tue Jan 09 00:24:00 UTC 2024 |