Lead Business Analyst (Wealth Management)

Skill in:

• 10+ years of business analysis experience within financial services, Wealth Management, Trading Systems, or enterprise technology environments—demonstrating depth, versatility, and domain expertise is preferred.
• Experience with Equities, Fixed Income, Mutual Fund, SMA, UMA etc. products and familiarity with trading workflows or platforms is a strong plus and will greatly accelerate success in this role.
• Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the ability to adapt and lead across diverse project frameworks.
• Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, Dynatrace and Postman.
• Experience using wireframing and prototyping tools (e.g., Visio, Marvel) to visualize ideas and accelerate solution design.
• Proven ability to manage competing priorities and fluid project demands while maintaining focus, momentum, and quality.
• Exceptional communication skills, with the ability to bridge the gap between technical teams and business stakeholders with clarity and influence.
• Demonstrated success in driving alignment, influencing decisions, and building consensus across diverse teams and functions.
• Experience supporting vendor-based software implementations and enterprise-scale applications is highly valued.
• Familiarity with AI-powered tools (e.g., Copilot, ChatGPT, Claude) to enhance documentation, productivity, and innovation.
• Gathering and interpreting information from multiple sources (including databases, interviews, etc.).
• Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD).
• Writing intermediate to advanced SQL queries is a plus.
• TFS experience is a plus.
• Postman is a plus.
• Fluent in Microsoft Office Suite – Access, Excel, PowerPoint, Visio, Word etc. 

Ability to:

• Adaptable and capable of working in fast-paced environment.
• Ability to run SQL queries in Oracle databases and other DBs when needed to research / troubleshoot issue.
• Ability to translate technical concepts to business audience and business information to a technical audience.
• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
• Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
• Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
• Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.
• Work in a team environment, ZOOM or project room to facilitate collaboration.