Business Systems Analyst - Wealth Management

Business Systems Analyst - Wealth Management

Charlotte, NC - Hybrid

Long term contract

• Do you have a good BSA who can write SQL queries and also have wealth management industry experience.
• They should be strong in creating Data Mapping document
• This is for LPL Financial and is a hybrid in Charlotte NC.

Job Description
Work Location: Fortmill, SC (no hybrid, no remote)

Must Have

Skills:

Data Analysis, MSSQL, Oracle. Wealth Management and M&A domain knowledge. Create Data Mapping document, FRD, BRD, NFR.

We are seeking a highly motivated Business Systems Analyst to join our Agile team, working closely with the Product Owner, developers, and testers to deliver high-impact solutions. The ideal candidate will have strong analytical skills, experience with cloud technologies, and a passion for driving business value through data and systems analysis.

Key Responsibilities:
Gather Requirements:
Collaborate with business stakeholders, product owners, and subject matter experts to elicit and document business requirements, ensuring alignment with Agile methodologies.
Write User Stories:
Translate business needs into clear, concise, and testable user stories with well-defined acceptance criteria.
Facilitate Communication:
Act as a bridge between business and technical teams to ensure shared understanding of goals, timelines, and deliverables.
Prioritize Backlog:
Support the Product Owner in maintaining a prioritized product backlog, focusing on delivering maximum business value.
Participate in Agile Ceremonies:
Engage in Sprint Planning, Daily Standups, Sprint Reviews, and Retrospectives to ensure team alignment and continuous improvement.
Document Processes:
Develop and maintain comprehensive documentation including business process models, use cases, and user stories to support project delivery.
Analyze Data:
Perform data analysis to uncover business insights, identify opportunities for improvement, and support decision-making.

Must-Have

Skills:


Strong experience in Business Analysis and Data Analysis
Proficiency with Cloud Technologies such as AWS, Snowflake, and DBT
Excellent communication and stakeholder management skills
Experience working in Agile/Scrum environments

Nice-to-Have

Skills:


Familiarity with Fivetran (HVR)
Basic knowledge of Python for data manipulation or automation

Requirements:

Experience:

10-15 years of experience in an Agile development environment, with at least 5 years as a BSA.

Education:

Bachelor's degree in Computer Science, Information Technology, or a related field. A Master's degree is a plus.
Technical

Skills:

Strong understanding of software development processes and technologies.

Experience with Test-Driven Development (TDD) and Continuous Integration/Continuous Deployment (CI/CD) practices.
Leadership

Skills:

Excellent leadership, communication, and interpersonal skills. Ability to motivate and inspire teams to achieve their best.
Problem-Solving:
Strong analytical and problem-solving abilities, with a focus on delivering practical solutions.
Agile Tools:
Proficiency in Agile project management tools such as Jira, Trello, or similar.

Preferred

Skills:



• Good knowledge of other Agile frameworks

• Excellent communication and servant leadership skills.