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Wealth Management Business Analyst

ePro Inc.Philadelphia
On-site Full-time

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Experience Level

Mid to Senior

Qualifications

Qualifications:Proven experience in Trading Systems, Portfolio Management, and Financial Planning Tools. In-depth knowledge of Wealth Management and Capital Markets is essential. Strong documentation skills for requirement gathering. Ability to create Use Cases that align with business needs. Excellent communication skills for stakeholder interaction. Experience with functional testing processes. Comprehensive understanding of SDLC phases.

About the job

Join our team as a Wealth Management Business Analyst in Philadelphia, PA. This is a permanent, full-time position that requires expertise in financial systems.

Key Responsibilities:

  • Utilize your experience in Trading Systems, Portfolio Management Systems, and Financial Planning Tools.
  • Demonstrate a strong understanding of Wealth Management and Capital Markets.
  • Thoroughly gather business requirements and articulate them clearly in formal documentation.
  • Develop comprehensive Use Cases to support project objectives.
  • Communicate effectively to liaise with stakeholders and technical teams.
  • Conduct functional testing to ensure system requirements are met.
  • Maintain a solid grasp of the Software Development Life Cycle (SDLC) phases.

About ePro Inc.

ePro Inc. specializes in providing IT staffing solutions, including contingent staff augmentation, permanent recruiting, and temp-to-hire services. Our expertise spans various industries such as financial services, telecommunications, manufacturing, technology, media and entertainment, pharmaceuticals, and healthcare. We tailor our services to meet the unique needs of our clients. For more information, visit our website at www.epro-tech.com.

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