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Business Analyst-Asset / Wealth Management

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Genesis10

2024-09-20 08:45:15

Job location New York City, New York, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Genesis10 is currently seeking a Business Analyst with Private Wealth with our client in their New York, NY location
This is a 6 month + contract and hybrid remote position
This position requires 2 days/week hybrid onsite required in Midtown, NYC


Summary:

  • We are looking for a self-directed, experienced business analyst with strong private wealth and/or asset management experience to support the client's multi-year program focused on strategic software implementation, process re-engineering and vendor application integrations
  • You will be responsible for documenting, solutioning, User engagement, Technology deliverables and planning/tracking implementations

Responsibilities:
  • Work closely with members of the project team(s) and various business and technology stakeholders to understand business problems and current processes
  • Act as the liaison between the firm and vendors, overseeing documentation, data feeds, meetings, and communication
  • Perform data analysis and create comprehensive data conversion plans
  • Understand the current processes and tools used by the firm and map new requirements to new system
  • Own and lead the setting of project scope, execution and implementation
  • Attend pertinent meetings to gather project information from both internal and external sources
  • Identify data gaps and discrepancies, recommend solutions
  • Manage the planning and testing of the project
  • Ensuring timely milestone achievement, regularly updating and communicating plans to stakeholders

Requirements:
  • 10+ years of business analysis and project management, Agile experience useful
  • Familiarity with private wealth management is ideal
  • Proficiency with Microsoft Excel, experience with the construction of formulas (i.e
    vlookup) and Visio for process flow and operating model documentation
  • Strong writing and communication skills
  • Business Analyst with Private Wealth and/or Asset Management business experience with experience in data mapping and operating model/process flow documentation
  • Only candidates available and ready to work directly as Genesis10 employees will be considered for this position

Pay rate range: $750.00 - $840.00 a day

If you have the described qualifications and are interested in this exciting opportunity, please apply!

Ranked a Top Staffing Firm in the U.S
by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles
With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below
If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client
Benefits of Working with Genesis10:
  • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years
  • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years
  • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
  • Behavioral Health Platform
  • Medical, Dental, Vision
  • Health Savings Account
  • Voluntary Hospital Indemnity (Critical Illness & Accident)
  • Voluntary Term Life Insurance
  • 401K
  • Sick Pay (for applicable states/municipalities)
  • Commuter Benefits (Dallas, NYC, SF)
  • Remote opportunities available
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others
To learn more and to view all our available career opportunities, please visit us at our website.
Genesis10 is an Equal Opportunity Employer
Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran

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