Senior Business Analyst - Wealth Management & FinTech
Listed on 2026-03-04
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IT/Tech
Data Analyst, IT Business Analyst
Charlotte, NC/Iseline, NJ
8-9 years of overall experience and 3-5+ years’ experience working as a Systems or Business Analyst or QA Analyst, documenting and testing requirements using at least one of the following collaborative management tools:
Rational Team Concert, Rational Requirements Composer, JIRA, Requisite Pro, Caliber, Rally, Version One, ALM or Confluence
8-9 years of overall experience and 3-5+ years’ experience working as a Systems or Business Analyst or QA Analyst, documenting and testing requirements using at least one of the following collaborative management tools:
Rational Team Concert, Rational Requirements Composer, JIRA, Requisite Pro, Caliber, Rally, Version One, ALM or Confluence
Experience in working with product owners, stakeholders, and tech staff
Preferred Skills- Experience in working with executives or vendors
- Experience working with Financial Planning and Wealth Mgt systems development highly desirable
- Financial Services industry experiences is a plus,
- Splunk, SQL, XML SD, experience working with XML based test harnesses, web service troubleshooting tools, assist with API design, data models, understanding DB Entity Relationship diagrams and documentation a plus
- Wealth Management software
- Understanding of retirement planning, modern portfolio theory or general investment principles
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