Wealth Management Business Analyst

Posted 2 Days Ago
Be an Early Applicant
Philadelphia, PA, USA
In-Office
Mid level
Professional Services • Industrial • Manufacturing
The Role
Gather and document business requirements for wealth management systems, produce use cases, support functional testing, and ensure thorough SDLC understanding. Requires experience with trading, portfolio management, or financial planning tools and strong communication.
Summary Generated by Built In
Company Description

E*Pro Consulting service offerings include contingent Staff Augmentation of IT professionals, Permanent Recruiting and Temp-to-Hire. In addition, our industry expertise and knowledge within financial services, Insurance, Telecom, Manufacturing, Technology, Media and Entertainment, Pharmaceutical, Health Care and service industries ensures our services are customized to meet specific needs. For more details please visit our website www.epro-tech.com

Job Description

Job Title : Wealth Management Business Analyst

Location : Philadelphia, PA

Job Type : Permanent Full Time

Description:

• Experience in Trading System / Portfolio Management System / Financial Planning Tools

• Experience in Wealth Management / Capital Market is must

• The associate should be able to understand the requirement thoroughly from business and should be able to articulate it in Requirement document 

• Should be able to come up with Use Cases 

• Effective communications skills

• Experience with functional testing

• Through understanding of SDLC phases

Additional Information

Skills Required

  • Experience in Trading System / Portfolio Management System / Financial Planning Tools
  • Experience in Wealth Management / Capital Market
  • Ability to understand requirements from business and articulate in requirement document
  • Ability to create Use Cases
  • Effective communication skills
  • Experience with functional testing
  • Thorough understanding of SDLC phases
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The Company
6 Employees
Year Founded: 2011

What We Do

EPRO Services, Inc. is a leading provider of superior waterproofing and contaminant protection systems designed to keep building structures dry and safe. Founded in 1993, the company specializes in building envelope protection, offering a comprehensive range of solutions including vapor intrusion mitigation, air barrier systems, and leak repair services for a variety of site conditions across the United States and Canada.

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