Incedo Inc. · 4 weeks ago
Business System Analyst
Fort Mill, SC
Full-time
Hybrid
Senior Level
5+ years expIncedo Inc. is seeking a highly motivated Business Systems Analyst (BSA) with Wealth Management experience to join their team in Fort Mill, SC. This hybrid role involves partnering with stakeholders to analyze, design, and deliver system solutions that support wealth management platforms and business processes.
AnalyticsConsultingFinancial ServicesIT ManagementLife ScienceSoftwareTelecommunications
Hiring Manager
Aman Srivastava
Responsibilities
Partner with Wealth Management business stakeholders (Advisors, Operations, Compliance, Product, and Technology) to gather and document business and system requirements
Analyze existing systems and processes to identify gaps, inefficiencies, and opportunities for improvement
Translate business requirements into functional and non-functional specifications, user stories, workflows, and process diagrams
Support development teams by clarifying requirements, participating in sprint planning, backlog refinement, and design discussions
Collaborate with QA teams to define test scenarios, validate system functionality, and support UAT
Ensure solutions align with regulatory, compliance, and security requirements common to wealth management (e.g., suitability, reporting, data privacy)
Support implementation, deployment, and post-production activities including issue resolution and process optimization
Act as a liaison between business and technology teams to ensure clear communication and successful delivery
Qualification
Required
Bachelor's degree in Business, Finance, Information Systems, or a related field
5+ years of experience as a Business Systems Analyst or Business Analyst
Demonstrated experience in Wealth Management or related financial services (e.g., brokerage, asset management, investment advisory)
Strong understanding of wealth management concepts such as portfolios, account types, trading, reporting, and client onboarding
Experience working in Agile/Scrum environments
Strong documentation skills (BRDs, FRDs, user stories, process flows)
Excellent communication, problem-solving, and stakeholder management skills
Preferred
Experience with wealth management platforms, portfolio management systems, or CRM tools
Familiarity with regulatory and compliance requirements impacting wealth management systems
Experience supporting data integration, reporting, or analytics solutions
CBAP, PMI-PBA, or similar certification
Benefits
Competitive salary and benefits package
Opportunities to work on high-impact wealth management initiatives
Collaborative team culture with growth and learning opportunities
Company
Incedo Inc.
Incedo is a New Jersey headquartered, digital, data analytics and technology services firm.
1001-5000 employees
H1B Sponsorship
Incedo Inc. 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 (108)
2024 (145)
2023 (97)
2022 (114)
2021 (54)
2020 (67)
Funding
Current Stage
Late StageLeadership Team
Nitin Seth
Co-Founder and Chief Executive Officer
Recent News
Company data provided by crunchbase