Business Systems Analyst - Wealth Management

Qode • South Carolina, SC

1d • Hybrid

About The Position

We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization. This role requires a senior techno-functional professional with deep expertise in wealth management platforms, enterprise system integrations, API-driven architectures, data analysis, and solution design.

Requirements

• 13+ years of experience as a Business Systems Analyst / Techno-Functional Analyst within enterprise environments.
• Strong experience in Wealth Management, Asset Management, Brokerage, or Financial Services domains.
• Strong hands-on technical analysis experience with APIs, integrations, SQL, and enterprise applications.
• Expertise in requirement analysis, system analysis, and technical documentation.
• Strong understanding of REST APIs, JSON, XML, microservices, and distributed systems.
• Advanced SQL skills with ability to perform complex data analysis and validation.
• Experience working with relational databases such as Oracle, SQL Server, PostgreSQL, or Snowflake.
• Experience with Agile/Scrum methodologies and tools like Jira/Confluence.
• Strong understanding of SDLC, system integrations, and enterprise application ecosystems.
• Excellent stakeholder management and communication skills.

Nice To Haves

• Experience with wealth management platforms such as Addepar, Orion, Charles River, Pershing, Fidelity, or similar ecosystems.
• Exposure to cloud platforms such as AWS or Azure.
• Experience with event-driven architecture, Kafka, or middleware platforms.
• Knowledge of FIX protocols, trade processing, or investment operations is a plus.
• Prior experience working in highly regulated financial environments.
• Exposure to data warehousing and reporting platforms.
• Understanding of automation and digital transformation initiatives within financial services

Responsibilities

• Requirement analysis
• System analysis
• Technical documentation
• Data analysis
• Solution design
• Stakeholder management
• Creating BRDs, FRDs, User Stories, Process Flows, Data Mapping Documents, Sequence Diagrams, API Specifications

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed