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Omni Inclusive
Business AnalystOmni Inclusive • San Antonio, TX, United States
Business Analyst

Business Analyst

Omni Inclusive • San Antonio, TX, United States
8 days ago
Job type
  • Full-time
Job description

BA With Pershing /Wealth Management Experience

Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges.

Elicit, document, and validate business requirements, ensuring they align with the organization's investment strategy.

Define user stories, workflows, and acceptance criteria for new solutions or enhancements.

Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.

Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing)

Analyze financial and investment data to support business decisions

Act as a bridge between technical teams and business units, ensuring clear communication and alignment

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Business Analyst • San Antonio, TX, United States

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