Business Analyst

Company : Qode

Job Type : Full Time

South Carolina, South Carolina

Number of Applicants

000+

Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - Business Analyst

We are looking for a Business Analyst with strong experience in Wealth Management to bridge the gap between business stakeholders and technology teams. The ideal candidate will have a solid understanding of financial products, client reporting, and investment processes, along with strong analytical and communication skills.

Key Responsibilities

Gather, analyze, and document business requirements from stakeholders including Portfolio Managers, Financial Advisors, and Operations teams
Translate business needs into functional and technical requirements (BRD, FRD, user stories)
Work on wealth management platforms, client onboarding, and reporting systems
Support portfolio management, performance reporting, and client analytics initiatives
Collaborate with technology teams to ensure accurate implementation of requirements
Perform gap analysis, impact analysis, and process mapping
Participate in UAT (User Acceptance Testing) and ensure requirements are met
Support regulatory and compliance initiatives (SEC, FINRA, KYC/AML)
Drive improvements in business processes and data quality

Required Skills & Qualifications

8–12+ years of experience as a Business Analyst
Strong domain knowledge in:
Wealth Management
Private Banking / Asset Management
Understanding of:
Portfolio Management
Asset Allocation
Equities, Fixed Income, Mutual Funds
Experience with requirement gathering and documentation (BRD, FRD, user stories)
Strong SQL skills (for data analysis)
Experience with tools like JIRA, Confluence, Excel

Original job Business Analyst posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Apply Now

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

Auto-Apply to Business Analyst Jobs with your AI JobCopilot

Auto-Apply with AI

Similar Business Analyst Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Business Analyst

Job Description - Business Analyst

Similar Business Analyst Jobs in the US

Mobile Apps