Brokerage/Wealth Management System Implementation Analyst

Financial Industry Technical Services Inc. • Denville, NJ

3d • Remote

About The Position

FITS Consulting is looking for Business Analysts with brokerage/investment industry experience to assist our clients with back-office and middle-office systems implementations. We are looking for candidates with solid brokerage/wealth management background and prior experience in a business analyst role on a major platform implementation project.

Requirements

• 5+ years of brokerage/wealth management industry business analyst experience
• 7+ years' experience within the Capital Markets/Wealth Management industry related to trade settlement and reporting for various financial products such as equities and fixed income.
• Prior experience on large scale wealth management system implementations.
• Successful track record for completing projects tasks under tight deadlines.
• Extensive client facing and problem-solving experience.
• Excellent communication skills and strong documentation and presentation experience.
• Traditional Business Analyst experience including (documenting current and future state, cross functional flows, developing/modifying business requirement documents, user acceptance testing).
• Experience implementing/converting brokerage operation systems including onboarding accounts and processing to the new platform.
• Proficient in all Microsoft applications, especially Excel and SQL.
• Experience in Agile teams.

Nice To Haves

• Working knowledge of all areas of brokerage back-office processing a major plus

Responsibilities

• Brokerage settlement platform conversion/implementation.
• Perform gap analysis to determine current/future state and process flows.
• Define and document business requirements (BRD).
• Write effective user stories that are development ready.
• Establish and maintain communication with client business and technical groups regarding progress of conversion/implementation.
• Work with Project Office groups monitoring and reporting milestone and planned activities.
• Participate Mock and Parallel conversion testing activities.
• Ensure the testing and training process are running smoothly.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees