Required Qualifications
Experience
10+ years of Business Systems Analysis experience.
5+ years supporting Portfolio Management, Wealth Management, or Investment Management platforms.
Proven experience on large-scale modernization or transformation programs.
Strong experience working with legacy-to-modern platform migrations.
Technical Skills
Advanced SQL and data analysis expertise.
Strong understanding of:
Data Models
Data Mapping
Data Reconciliation
System Integration
APIs
Batch Processing
Event-Driven Architectures
Experience creating detailed functional and technical specifications.
Familiarity with cloud-native and microservices architectures.
Industry experience in Wealth Management and Asset Management domains, including portfolio management, performance measurement, reporting, and investment operations, is highly relevant for this role
Preferred Qualifications
Experience with ClientLink or similar Portfolio Management platforms.
Experience with Charles River, Avaloq, Temenos TAP/T24, Aladdin, Eagle, SimCorp, or equivalent wealth platforms.
Knowledge of:
Kafka
Event Streaming
Microservices
API Gateways
Experience supporting cloud modernization initiatives.
CFA, CIM, CSC, or equivalent investment industry certification is a plus

Business Analyst with Wealth Management experience

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