Job details

Job Type:

  • Full-time
  • Part-time
  • Temporary

Number of hires for this role:

  • 2 to 4


  • Wealth Management: 2 years (Required)
  • Business Analysis: 2 years (Required)
  • Bachelor’s (Preferred)

Full Job Description

Job Description

Business Analyst Role is a documenting process to design and implement functional and cost-efficient IT systems and to leverage tech solutions to meet organizational needs. MUST have experience in the Wealth Management industry.


  • Communicate with stakeholders to understand their requirements
  • Develop and analyze functional specifications
  • Design efficient IT systems to meet business and technology needs
  • Coordinate developers to build and implement technology solutions


  • Business-analyst should be highly analytical and able to understand business needs.
  • Excellent communication skills and problem-solving abilities are essential.
  • Experience with technical projects
  • Proven experience as an IT Analyst, IT Consultant or similar role
  • Experience in project management
  • Knowledge of databases, system security, and troubleshooting
  • Understanding of business practices
  • Excellent communication skills
  • Analytical mindset
  • Problem-solving aptitude

Typical Activities & Responsibilities

  • Prioritizing user requirements, overseeing system upgrades, and researching new tools. Integrate multiple systems and reconcile needs of different teams
  • Gather feedback from end-users about system performance.
  • Provide advice and coordinate developers to build and implement technology solutions.
  • Keep abreast of technology trends and developments

Job Types: Full-time, Part-time, Temporary

Pay: Competitive compensation package

COVID-19 considerations:
We are fully remote.


  • Bachelor’s (Preferred)


  • Wealth Management: 2 years (Required)
  • Business Analysis: 2 years (Required)

Work Location:

  • Fully Remote