Senior Business Analyst – Wealth Management
About The Position
This role is for a Senior Business Analyst with a focus on Wealth Management. The position is located in New York, NY and is a 12-month contract. A face-to-face interview is required. The ideal candidate will have experience using agents to analyze code and some experience with new AI tools in the market. Responsibilities include conducting technical and functional analysis, managing and maintaining documentation, and coordinating and supporting user acceptance testing (UAT). The role will involve Agentic Powered Task Execution, Intelligent Document Processing, enhancing existing platforms, integrating 3D, client, and workflow alerts, and improving team work-sharing.
Requirements
- Wealth Management experience
- Minimum 8-10 years of experience
Responsibilities
- Experience using Agents to analyze code
- Some Experience with the new AI Tools in the market
- Conduct technical and functional analysis
- Manage and maintain documentation
- Coordinate and support user acceptance testing UAT
- Agentic Powered Task Execution
- Intelligent Document Processing
- Enhance Existing Platforms
- Integrate 3D, Client, Workflow Alerts
- Improve Team WorkSharing
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
