BA with Pershing /Wealth Management experience

1 Month ago • 10 Years +

Job Summary

Job Description

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.
Must have:
  • BA experience
  • Pershing experience
  • Netx360 experience
  • Wove 2.0 experience
  • Wealth & Investment Banking experience

Job Details

Work Location: San Antonio , Texas
Client interview: Yes
No. of Positions 1
Job Title/Role: BA with Pershing /Wealth Management experience
Experience(Years): 10+
Mandatory skills: BA , Pershing , Netx360 , Wove 2.0 ,Wealth & Investment Banking

Detailed Job Description:

  • Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges.

  • Elicit, document, and validate business requirements, ensuring they align with the organization’s investment strategy.

  • Define user stories, workflows, and acceptance criteria for new solutions or enhancements.

  • Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.

  • Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing)

  • Analyze financial and investment data to support business decisions

  • Act as a bridge between technical teams and business units, ensuring clear communication and alignment
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