Wealth Management Business Analyst

ns:**

• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 4 years of experience with Information Technology.
• Experience in Capital markets functions and trading in Equity, Derivatives and OTC.

Preferred Qualifications:

• At least 7 years of experience working in Wealth Management specifically in Separately Managed Account (SMA).
• Ability to estimate work effort for reporting or database development.
• Ability to capture and document requirements.
• Using data from a variety of sources, analyze complex business issues, incorporating company and industry knowledge, mathematical and technical expertise, and sound analytical processes.
• Strong change management and documentation skills.
• Accurately plans and organizes the length and difficulty of tasks and projects.
• Excellent problem solver.
• Main point of contact for answering questions related to reporting and analytics.
• Provide and review reports of quantitative and qualitative data produced both internally and externally to the company.
• Produce routine or ad-hoc reporting as part of a larger project or special business concern.
• Present results of analysis or reports/recommendations to business partners

The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.