Business Systems Analyst - Wealth Management

About the role

We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization. This role requires a senior techno-functional professional with deep expertise in wealth management platforms, enterprise system integrations, API-driven architectures, data analysis, and solution design.

Responsibilities

• Provide technical support and guidance to business stakeholders on system requirements and design.
• Lead the development of Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), User Stories, Process Flows, Data Mapping Documents, Sequence Diagrams, and API Specifications.
• Collaborate with cross-functional teams including developers, product managers, and business analysts to ensure alignment on project goals and deliverables.
• Perform technical analysis and design for integration projects, focusing on REST APIs, JSON, XML, microservices, and distributed systems.
• Work closely with database administrators to ensure data integrity and performance optimization.
• Develop and maintain detailed technical documentation for all phases of the software development lifecycle.
• Ensure compliance with regulatory standards and industry best practices.
• Manage stakeholder expectations and communicate effectively with various levels of the organization.

Requirements

• 13+ years of experience as a Business Systems Analyst / Techno-Functional Analyst within enterprise environments.
• Strong experience in Wealth Management, Asset Management, Brokerage, or Financial Services domains.
• Strong hands-on technical analysis experience with APIs, integrations, SQL, and enterprise applications.
• Expertise in requirement analysis, system analysis, and technical documentation.
• Strong understanding of REST APIs, JSON, XML, microservices, and distributed systems.
• Advanced SQL skills with ability to perform complex data analysis and validation.
• Experience working with relational databases such as Oracle, SQL Server, PostgreSQL, or Snowflake.
• Experience with Agile/Scrum methodologies and tools like Jira/Confluence.
• Strong understanding of SDLC, system integrations, and enterprise application ecosystems.

Qualifications

• Excellent stakeholder management and communication skills.

Skills

• Experience with wealth management platforms such as Addepar, Orion, Charles River, Pershing, Fidelity, or similar ecosystems.
• Exposure to cloud platforms such as AWS or Azure.
• Experience with event-driven architecture, Kafka, or middleware platforms.
• Knowledge of FIX protocols, trade processing, or investment operations is a plus.
• Prior experience working in highly regulated financial environments.
• Exposure to data warehousing and reporting platforms.
• Understanding of automation and digital transformation initiatives within financial services.