Senior Business Analyst
ICONMA, Cleveland, OH, United States
Our Client, a Banking company, is looking for a Senior Business Analyst for their Cleveland, OH/Columbus, OH/Buffalo, NY/Hybrid location.
Responsibilities: Elicit, analyze, and document functional and non/functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows). Translate business problem statements into clear, consumable requirements for technology teams. Perform current/state vs. future/state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state Own and maintain requirements throughout the SDLC
Requirements:
Core BA competency; Proven experience in gap analysis, business requirement documentation, and process flow creation. Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity. Expertise in the wealth domain, with knowledge of any related product or system. Agile experience, including using tools like Jira to manage user stories. Excellent communication skills Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet. SQL proficiency to read and write queries and perform data mapping. Big Query Miro or Draw.io Confluence
Why Should You Apply?
Health Benefits Referral Program Excellent growth and advancement opportunities
ICONMA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any status protected by applicable law.
Responsibilities: Elicit, analyze, and document functional and non/functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows). Translate business problem statements into clear, consumable requirements for technology teams. Perform current/state vs. future/state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state Own and maintain requirements throughout the SDLC
Requirements:
Core BA competency; Proven experience in gap analysis, business requirement documentation, and process flow creation. Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity. Expertise in the wealth domain, with knowledge of any related product or system. Agile experience, including using tools like Jira to manage user stories. Excellent communication skills Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet. SQL proficiency to read and write queries and perform data mapping. Big Query Miro or Draw.io Confluence
Why Should You Apply?
Health Benefits Referral Program Excellent growth and advancement opportunities
ICONMA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any status protected by applicable law.