Business Analyst

Overview:
TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. Our client is an American multinational information technology services and consulting company and is a leading provider of information technology, consulting, and business process outsourcing services, dedicated helping the world's leading companies build stronger businesses.

Job Title: Business Analyst
Location: Remote EST
Duration: 6 Months
Job Type: Temporary Assignment
Work Type: Remote

About the Role

• We are seeking an experienced Business Analyst with hands-on expertise in the FIS AddVantage platform to support Wealth and Trust Management operations.
• The ideal candidate will have strong domain knowledge of trust accounting, wealth management workflows, and demonstrated experience across the full AddVantage product lifecycle - including conversions/deconversions, system configuration, enhancements, and change request management.
• This role requires close collaboration with business stakeholders, technology teams, and FIS support/vendor teams to ensure the platform meets evolving business needs.

Key Responsibilities

Conversion / Deconversion

• Lead and support client/book-of-business conversions and deconversions on/off the FIS AddVantage platform, including data mapping, gap analysis, and reconciliation.
• Coordinate with source and target system teams to define data conversion rules, mapping templates, and validation criteria.
• Develop and execute test plans for conversion cycles (mock conversions, parallel testing, dress rehearsals) and manage defect triage.
• Document conversion runbooks, cutover plans, rollback strategies, and post-conversion sign-off procedures.

Configuration

• Analyze business requirements and translate them into AddVantage system configuration specifications (account types, fee schedules, product codes, tax lot rules, statement/reporting parameters, workflow rules, etc.).
• Configure and maintain platform parameters in line with trust and wealth management business rules and regulatory requirements.
• Perform configuration impact analysis prior to implementing changes in production environments.

Enhancements

• Gather, analyze, and document business requirements for platform enhancements from Wealth/Trust operations, Compliance, and Relationship Management teams.
• Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), and user stories for enhancement initiatives.
• Partner with FIS product teams and internal IT to prioritize, scope, and validate enhancement requests.
• Support UAT (User Acceptance Testing) for enhancement releases, including test case creation and defect management.

Change Request (CR) Management

• Own the end-to-end change request lifecycle - intake, impact assessment, prioritization, approval, implementation tracking, and closure.
• Liaise with FIS vendor teams for CR submission, status tracking, and resolution.
• Maintain CR logs, traceability matrices, and audit documentation in line with governance and compliance standards.
• Support change advisory board (CAB) discussions and release management activities.

General / Cross-Functional

• Act as the subject matter expert (SME) for FIS AddVantage functionality within the Wealth and Trust Management domain.
• Collaborate with QA, technology, and operations teams to ensure smooth SDLC delivery (Agile/Waterfall as applicable).
• Support production issue triage and root-cause analysis related to AddVantage functionality.
• Ensure all deliverables adhere to regulatory, audit, and internal control requirements relevant to trust and fiduciary business.
• Prepare status reports, dashboards, and stakeholder communications.

Required Skills & Experience

• 10 15 years of experience as a Business Analyst supporting FIS AddVantage (or equivalent trust/wealth accounting platforms).
• Proven experience in at least two of the following: conversions/deconversions, configuration, enhancements, change request management.
• Strong functional knowledge of Wealth Management and Trust Management domains - trust accounting, fiduciary operations, account administration, fee billing, tax processing, and reporting.
• Experience writing BRDs, FSDs, user stories, and test cases.
• Hands-on experience with SDLC methodologies (Agile/Scrum and/or Waterfall).
• Strong data analysis skills - mapping, reconciliation, and validation, particularly for conversion projects.
• Experience with SQL for data analysis/validation (preferred).
• Excellent stakeholder management, communication, and documentation skills.
• Experience coordinating with FIS vendor support teams for issue resolution and CR delivery.

Preferred / Good to Have

• Prior experience with core banking or trust platforms beyond AddVantage (e.g., TrustDesk, Charlotte, GWP, or similar).
• Knowledge of regulatory/compliance frameworks applicable to trust and fiduciary businesses (e.g., OCC regulations, SOX, SOC1/SOC2).
• Experience with JIRA, Confluence, or similar tools for requirement and CR tracking.
• Exposure to test management tools (HP ALM, qTest, Zephyr, etc.).
• Prior experience in banking, asset management, or private wealth firms.

Years of Experience

• 12.00 Years of Experience

TekWissen Group is an equal opportunity employer supporting workforce diversity.