Job Description
Job Title: BA with Pershing /Wealth Management experience
Experience(Years): 10+
Mandatory skills: BA , Pershing , Netx360 , Wove 2.0 ,Wealth & Investment Banking
- Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges.
- Elicit, document, and validate business requirements, ensuring they align with the organization's investment strategy.
- Define user stories, workflows, and acceptance criteria for new solutions or enhancements.
- Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.
- Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing)
- Analyze financial and investment data to support business decisions
- Act as a bridge between technical teams and business units, ensuring clear communication and alignment
Numbers & Facts
| Location | San Antonio, TX |
| Industry | Other/Not Classified |
| Company Size | 100 to 499 employees |
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