BA with Pershing /Wealth Management experience

This Business Analyst role focuses on collaborating with portfolio managers and investment analysts to understand business goals, document requirements, and validate them against the organization’s investment strategy. The role involves defining user stories and workflows, working with development and IT teams to design and implement solutions, supporting the testing process, and analyzing financial data to support business decisions. The BA will act as a bridge between technical teams and business units to ensure clear communication and alignment. This role requires a strong understanding of investment management systems and trading platforms.