Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo

Please note:
Need Critical Urgent. Position will get closed in 3-4 days , client is already interviewing

Location:

Candidate should ideally be in one of the following regions

• Buffalo, NY
• Columbus, OH
• Cleveland, OH

We are seeking a highly skilled Business Systems Analyst (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus
, Charles River
, Pershing
. The ideal candidate will have a deep understanding of wealth management processes, banking operations, and experience in delivering high-quality business solutions. As a BSA, you will work closely with business stakeholders and IT teams to gather requirements, provide system analysis, and ensure seamless integration between business needs and technical solutions.

• Business Analysis & Requirement Gathering: Collaborate with business stakeholders, including wealth managers, portfolio managers, and operations teams, to gather and document business requirements related to banking and wealth management processes.
• System Analysis & Design: Analyze existing banking and wealth management systems - similar or equivalent to Global Plus
  , Charles River
  , Pershing to identify areas for improvement and propose system enhancements or new solutions.
• Solution Design & Documentation: Create functional specifications, use cases, and detailed process flow diagrams. Document business processes and requirements in alignment with IT teams for successful system development and implementation.
• Stakeholder Communication: Act as the bridge between business teams and technical teams, ensuring effective communication and alignment throughout the project lifecycle.
• System Integration: Work on the integration of various banking and wealth management systems, including Global Plus
  , Pershing
  (for wealth banking operations) and Charles River (for investment management), ensuring seamless data flow and process automation.
• Testing & Quality Assurance: Lead testing efforts to ensure that the systems meet business requirements and work as intended. This includes preparing test plans, executing tests, and coordinating with quality assurance teams.
• Regulatory Compliance: Ensure that all solutions adhere to regulatory standards and industry best practices, particularly in wealth management and banking domains.
• User Training & Support: Provide training to end-users on new system features and enhancements and offer ongoing support to ensure smooth system adoption.
• Continuous Improvement: Proactively identify opportunities to enhance business processes and system functionality, ensuring efficiency, scalability, and alignment with business goals.
• Project Management Support: Support project management teams by providing business insights and assisting in project planning, scheduling, and execution.

• Banking & Wealth Management
  
  Experience:
  
  Strong experience working in banking and wealth management
  , with a solid understanding of key processes such as portfolio management, client reporting, compliance, and trade execution.
• Hands‑on experience working with Wealth Platforms like Global Plus
  (for banking and financial services) and Charles River (for investment management, including trading, compliance, and portfolio management),
  Pershing platforms.
• Business Process Mapping: Experience in creating process flow diagrams, use cases, and functional specifications to document business requirements and system functionality.
• Analytical
  
  Skills:
  
  Excellent analytical and problem-solving skills, with the ability to interpret complex business needs and translate them into technical requirements.
• Communication
  
  Skills:
  
  Strong verbal and written communication skills, with the ability to explain technical concepts to non‑technical stakeholders.
• Project Management: Familiarity with project management methodologies (Agile, Waterfall) and the ability to manage project timelines and deliverables.
• Testing & Quality Assurance: Experience in creating test plans, executing functional and user acceptance testing (UAT), and ensuring business requirements are met through system functionality.
• Regulatory Knowledge: Understanding of banking and wealth management industry regulations, including MiFID II
  , Dodd-Frank
  , and Basel III
  , and how they impact business systems.

• Data Analysis & Reporting Tools:
  
  Experience with
  data analysis
  , reporting tools, and dashboards, including platforms like Power BI or Tableau
  , to analyze and present wealth management data.
• Technical
  
  Skills:
  
  Familiarity with basic SQL for data querying and analysis, as well as understanding of system integration technologies and API frameworks.
• Agile Methodologies: Experience working in an Agile development environment, including participation in sprint planning, backlog grooming, and user story creation.
• Change Management: Understanding of change management processes, particularly in financial services, to ensure smooth implementation of new…