Business System Analyst-Wealth Management jobs in United States
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New York Technology Partners · 14 hours ago

Business System Analyst-Wealth Management

New York Technology Partners is seeking a Business Systems Analyst to support Separately Managed Account initiatives within a wealth management environment. The analyst will work closely with business stakeholders and IT teams to gather and document business requirements, translating them into functional solutions to enhance advisory and managed account platforms.

ConsultingInformation TechnologySoftwareStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

Understanding the business processes and the interdependencies of various systems in use
Facilitating interactive discussions with the business unit and technology teams to achieve alignment on requirements
Gathering, analyzing, documenting, and translating business requirements into functional specifications
Managing change control and traceability processes for requirements
Collaborating with architects to ensure alignment of requirements with system capabilities
Analyzing complex system-related problems and making recommendations for improvements or new designs
Identifying potential solutions and providing input on risks and issues
Creating and implementing test plans, including production check-out and measuring testing performance results
Ensuring sufficient test data is available to execute full test plans
Ensuring quality standards and techniques are followed, including compiling and publishing methodology artifacts using CMMi methods
Updating and creating user and technical documentation, procedures, manuals, and operational support documentation
Identifying and communicating risks, issues, and solution strategies while providing status updates to project leadership

Qualification

Business AnalysisWealth Management ExperienceManaged Account PlatformsAgile DeliveryStakeholder EngagementCommunicationSelf-MotivatedCross-Functional Teams

Required

Business Analysis
Business system analyst
Managed Services
Strong business analysis capabilities, including requirements gathering and documentation
Experience working in advisory or wealth management environments
Familiarity with managed account platforms and model delivery processes
Self-motivated and able to dig into work independently with minimal supervision or feedback
Strong communication and stakeholder engagement skills
Experience with matrixed cross-functional teams and agile delivery environments

Preferred

Managed Account experience preferred

Company

New York Technology Partners

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New York Technology Partners is an information technology company that provides IT and engineering services.

H1B Sponsorship

New York Technology Partners 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 (52)
2024 (74)
2023 (59)
2022 (104)
2021 (74)
2020 (115)

Funding

Current Stage
Growth Stage

Leadership Team

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Amy Reynolds
Senior Talent Acquisition Partner
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Hetal Shah
Technical Recruiter at New York Technology Partners
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Company data provided by crunchbase