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Business intelligence analyst • cleveland oh
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Business Systems Analyst (Banking and Wealth, wealth platforms like Global Plus, Charles River, Pershing).Must have Exp with anyone of these : Global Plus, Charles River, Pershing.We are seeking a h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Top 3 Things Looking for when reviewing resumes : .Critical Think skill, Visio Mapping, Experience.This Business Analyst (BA) position will initially be fully dedicated to the Data & Retention Pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Skill : Business Analyst - Spectrum.More than 8+ years of Total IT Experience.Business Analyst experience in Banking and Financial Institution.
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Experience with Power BI preferred.Experience with MS Office Suite required.Hybrid FTE opportunity (company HQ in Cleveland, OH).serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Genesis10 is seeking a Business Analyst for a hybrid 6 – month contract position with a leading financial services company located in Brooklyn, OH.
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Under general supervision, the.Responsibilities / Duties / Functions / Tasks : .Consults with clients and system users to identify and document business needs and objectives, current operational procedures...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The client is a prominent financial institution, boasting a diverse range of clients who benefit from its comprehensive services and exceptional customer care.
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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio.We provide peace of mind to more than 1.
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job_description.job_card.job_descriptionBanking & Wealth Management Experience : Strong experience working in banking and wealth management , with a solid understanding of key processes such as portfolio management, client reporting, compliance, and trade execution. Hands-on experience working with Wealth Platforms like Global Plus (for banking and financial services) and Charles River (for investment management, including trading, compliance, and portfolio management), Pershing platforms. Business Process Mapping : Experience in creating process flow diagrams, use cases, and functional specifications to document business requirements and system functionality. Analytical Skills : Excellent analytical and problem-solving skills, with the ability to interpret complex business needs and translate them into technical requirements. Communication Skills : Strong verbal and written communication skills, with the ability to explain technical concepts to non-technical stakeholders. Project Management : Familiarity with project management methodologies (Agile, Waterfall) and the ability to manage project timelines and deliverables. Testing & Quality Assurance : Experience in creating test plans, executing functional and user acceptance testing (UAT), and ensuring business requirements are met through system functionality. Regulatory Knowledge : Understanding of banking and wealth management industry regulations, including MiFID II , Dodd-Frank , and Basel III , and how they impact business systems.
Business Systems Analyst (Banking and Wealth, wealth platforms like Global Plus, Charles River, Pershing)
Remote
Must have Exp with anyone of these : Global Plus, Charles River, Pershing
We are seeking a highly skilled (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus , Charles River, Pershing . The ideal candidate will have a deep understanding of wealth management processes, banking operations, and experience in delivering high-quality business solutions. As a BSA, you will work closely with business stakeholders and IT teams to gather requirements, provide system analysis, and ensure seamless integration between business needs and technical solutions.
Key Responsibilities :
- Business Analysis & Requirement Gathering : Collaborate with business stakeholders, including wealth managers, portfolio managers, and operations teams, to gather and document business requirements related to banking and wealth management processes.
- System Analysis & Design : Analyze existing banking and wealth management systems - similar or equivalent to Global Plus , Charles River , Pershing to identify areas for improvement and propose system enhancements or new solutions.
- Solution Design & Documentation : Create functional specifications, use cases, and detailed process flow diagrams. Document business processes and requirements in alignment with IT teams for successful system development and implementation.
- Stakeholder Communication : Act as the bridge between business teams and technical teams, ensuring effective communication and alignment throughout the project lifecycle.
- System Integration : Work on the integration of various banking and wealth management systems, including Global Plus , Pershing (for wealth banking operations) and Charles River (for investment management), ensuring seamless data flow and process automation.
- Testing & Quality Assurance : Lead testing efforts to ensure that the systems meet business requirements and work as intended. This includes preparing test plans, executing tests, and coordinating with quality assurance teams.
- Regulatory Compliance : Ensure that all solutions adhere to regulatory standards and industry best practices, particularly in wealth management and banking domains.
- User Training & Support : Provide training to end-users on new system features and enhancements and offer ongoing support to ensure smooth system adoption.
- Continuous Improvement : Proactively identify opportunities to enhance business processes and system functionality, ensuring efficiency, scalability, and alignment with business goals.
- Project Management Support : Support project management teams by providing business insights and assisting in project planning, scheduling, and execution.
Required Skills and Qualifications :