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Business Analyst (Wealth management & Cash)

Company: ApTask
Location: Newark
Posted on: January 14, 2019

Job Description:

Business Analyst (Wealth management & Cash)Newark, NJFULLTIMEMust have skills: Advisory, Business & IT Consulting, Business and Systems Analysis, Process Modeling, Requirements Analysis & Documentation, Business Architecture, Data Analysis.Primary:

  • Wealth Management and Financial Advisory related project experience is needed.
  • Hands on experience with Margins & BPM experience for client account servicing.
  • Very good knowledge of margin rules (e.g. FINRA 4210, other regulators), application of margin rules for writing business rules across asset classes and accounting types.
  • Understanding of Reg T, Reg U, stock lending, trade margin requirements.
  • Experience on Money Movement (ACH, ACATS, etc).
  • Knowledge of all asset classes including equities, fixed income, derivatives (options, futures, commodities, metals).
  • Knowledge and experience of securities processing, clearing & settlements a plus.
  • Advanced knowledge of MS excel, Power point, MS word for documentation, analysis and presentation. Other skills/additional details:
    • Excellent communication, client stakeholder management, client collaboration, ability to be an individual contributor as well as work effectively as a team member.
    • Excellent in documentation, business case preparations, recommendation/ solution options creation.
    • Ability to travel to client locations for projects (in state or within the USA at least). Role/Responsibilities:
      • Lead business analysis, product management/ ownership, requirements planning, agile team member as lead business analyst, orchestrated product development and testing with broader development team. - provided by Dice Hot Requirement for Business Analyst (Wealth management & NJ for FULLTIME

        Keywords: ApTask, Newark , Business Analyst (Wealth management & Cash), Executive , Newark, New Jersey

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