Oracle · 6 months ago
Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo
Cleveland, Ohio , US
Full-time, Contract
Onsite
Senior Level
$38K/yr - $133K/yr
7+ years expOracle is seeking a highly skilled Business Systems Analyst (BSA) with strong experience in the Banking and Wealth Management domains. The ideal candidate will work closely with business stakeholders and IT teams to gather requirements, provide system analysis, and ensure seamless integration between business needs and technical solutions.
Data GovernanceData ManagementEnterprise SoftwareInformation TechnologySaaSSoftware
Responsibilities
Collaborate with business stakeholders, including wealth managers, portfolio managers, and operations teams, to gather and document business requirements related to banking and wealth management processes
Analyze existing banking and wealth management systems - similar or equivalent to Global Plus, Charles River, Pershing to identify areas for improvement and propose system enhancements or new solutions
Create functional specifications, use cases, and detailed process flow diagrams. Document business processes and requirements in alignment with IT teams for successful system development and implementation
Act as the bridge between business teams and technical teams, ensuring effective communication and alignment throughout the project lifecycle
Work on the integration of various banking and wealth management systems, including Global Plus, Pershing(for wealth banking operations) and Charles River (for investment management), ensuring seamless data flow and process automation
Lead testing efforts to ensure that the systems meet business requirements and work as intended. This includes preparing test plans, executing tests, and coordinating with quality assurance teams
Ensure that all solutions adhere to regulatory standards and industry best practices, particularly in wealth management and banking domains
Provide training to end-users on new system features and enhancements and offer ongoing support to ensure smooth system adoption
Proactively identify opportunities to enhance business processes and system functionality, ensuring efficiency, scalability, and alignment with business goals
Support project management teams by providing business insights and assisting in project planning, scheduling, and execution
Qualification
Required
Strong experience working in banking and wealth management, with a solid understanding of key processes such as portfolio management, client reporting, compliance, and trade execution
Hands-on experience working with Wealth Platforms like Global Plus (for banking and financial services) and Charles River (for investment management, including trading, compliance, and portfolio management), Pershing platforms
Experience in creating process flow diagrams, use cases, and functional specifications to document business requirements and system functionality
Excellent analytical and problem-solving skills, with the ability to interpret complex business needs and translate them into technical requirements
Strong verbal and written communication skills, with the ability to explain technical concepts to non-technical stakeholders
Familiarity with project management methodologies (Agile, Waterfall) and the ability to manage project timelines and deliverables
Experience in creating test plans, executing functional and user acceptance testing (UAT), and ensuring business requirements are met through system functionality
Understanding of banking and wealth management industry regulations, including MiFID II, Dodd-Frank, and Basel III, and how they impact business systems
Bachelor's degree in Business Administration, Computer Science, Finance, or a related field
7+ years of experience as a Business Systems Analyst or in a similar role, with a focus on banking and wealth management
Hands-on experience with any of the wealth management products such as Global Plus, Charles River, Pershing platforms is required
Proven track record of successfully gathering and documenting business requirements and working with IT teams to deliver effective solutions
Experience in the financial services or wealth management industry is a must
Preferred
Experience with data analysis, reporting tools, and dashboards, including platforms like Power BI or Tableau, to analyze and present wealth management data
Familiarity with basic SQL for data querying and analysis, as well as understanding of system integration technologies and API frameworks
Experience working in an Agile development environment, including participation in sprint planning, backlog grooming, and user story creation
Understanding of change management processes, particularly in financial services, to ensure smooth implementation of new systems and features
Benefits
Medical, vision, and dental benefits
401k retirement plan
Variable pay/incentives
Paid time off
Paid holidays
Company
Oracle
Oracle is an integrated cloud application and platform services that sells a range of enterprise information technology solutions.
10001+ employees
H1B Sponsorship
Oracle has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1271)
2024 (846)
2023 (995)
2022 (1192)
2021 (985)
2020 (755)
Funding
Current Stage
Public CompanyTotal Funding
$25.75BKey Investors
Sequoia Capital
2025-09-24Post Ipo Debt· $18B
2025-02-03Post Ipo Debt· $7.75B
1986-03-12IPO
Leadership Team
Esteban Rubens
Healthcare Field CTO
G
Gerard Warrens
Field CTO, Business Strategy and Transformative Technologies
Recent News
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