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Business Analyst / Wealth Management Experience

Company: Kforce
Location: Saint Petersburg
Posted on: September 15, 2019

Job Description:

RESPONSIBILITIES:Kforce has a client in search of a Business Analyst/Wealth Management Experience in Saint Petersburg, FL.


  • Work closely with VP in IT to create requirements for a system rewrite; Will write actual requirements document, flow charts, examples, etc.; Work with developers and analyze results
  • This position will be responsible for gathering & documenting the business requirement, decomposing them into actionable functional & non-functional user stories and working very closely with development & SQM team to ensure the successful execution/implementation
  • Business Analyst would primarily focus on Asset Management/Portfolio Management area with specific focus on Portfolio Construction, UMA, SMA and integration to Rebalancing & trading applications
  • This position will be responsible for discovering and implementing various aspects of Asset/Portfolio management such as constructing UMA Models with variety of investment choices such as SMAs, MFs, ETF, Equities etc., account opening and appropriate investor document generation
  • This position requires individual to leverage appropriate technical resources, high level understanding of systems/technologies, asset/portfolio management domain and end-user requirements
  • The candidate will act as the main point of contact on a highly visible project, and must be able to independently drive the requirements & implementation of the project
  • Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., performance, data, security) capabilities
  • Validates test cases to ensure that scripts will evaluate the business function being performed
  • Gathers and interprets information from multiple sources (including databases, interviews, etc.) and makes recommendations
  • Provides support for application development teams including documenting business processes
  • Translates technical concepts to business audience and business information to a technical audience


    • BA or 10+ years' work experience in BA capacity
    • General brokerage knowledge a plus, Excel, Word, SQL
    • Strong communication skills

      Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Keywords: Kforce, St. Petersburg , Business Analyst / Wealth Management Experience, Executive , Saint Petersburg, Florida

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