Business Analyst with Wealth Management and Data Analytics

IT Engagements is a global staff augmentation firm providing talent on-demand and total workforce solutions for a premium client in Malvern, PA.

About the role

We are seeking a Senior Business Analyst with deep Wealth Management and Data Analytics expertise to join our client onsite in Malvern, PA. This role requires face-to-face interviews and is open to candidates with a Green Card, H4-EAD, US citizenship, H1B, or GC-EAD.

Responsibilities

• Gather, document, and analyze business requirements.
• Create Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), User Stories, Process Flow Diagrams, and Use Cases.
• Perform data analysis, validation, mapping, lineage, and quality assessment using SQL and large datasets.
• Collaborate in Agile/Scrum environments using tools like Jira and Confluence.
• Manage stakeholders and communicate effectively across teams.
• Develop data visualizations using Power BI or Tableau.
• Support system integrations, ETL processes, and data governance initiatives.
• Work with databases such as Snowflake, SQL Server, Oracle, or PostgreSQL.
• Understand and apply regulatory reporting requirements (e.g., SEC, FINRA, MiFID II, AML, KYC).

Requirements

• 10+ years of Business Analysis experience.
• Strong Wealth Management domain expertise, including Portfolio Management, Investment Management, Asset Management, or Private Wealth Management.
• In-depth knowledge of financial products: Equities, Fixed Income, Mutual Funds, ETFs, Alternatives, and Derivatives.
• Certification in CBAP, PMI-PBA, or Agile Certified Practitioner.
• Proficiency in SQL for data analysis and validation.
• Experience with data visualization tools (Power BI, Tableau).
• Familiarity with cloud platforms (Azure, AWS, or Google Cloud).
• Understanding of APIs, REST services, and system integrations.

Skills

• Data Warehousing concepts.
• ETL processes and Data Governance.
• Regulatory reporting (SEC, FINRA, MiFID II, AML, KYC) is a plus.