Hi,

I have an urgent requirement with one of my clients. Please find the job
details below and forward me your updated resume along with your contact
details at *skh...@tekshapers.com <mgu...@tekshapers.com>* or call me
at *248-565-4747
<248-565-4747>*127*



*JOB TITLE- Business Analyst with banking experience*

*LOCATION- San Francisco, CA*

*DURATION- 6+ Months Contract*

*MODE OF INTERVIEW: Phone and Skype*


Summary:

The Business Analyst works with subject matter experts from the user
community, vendor(s) and the project team to define, execute and track UAT
requirements for an automated brokerage product (aka robo-advisor). They
will also translate these requirements into functional specifications and
detailed data and process flow design documents, and participate in the
full development process life-cycle from concept through testing,
implementation, and support.

In addition, the Business Analyst will assist the team in rolling out the
platform to the business and client communities. This will entail a deep
understanding of online delivery of functionality to and how to
build/replicate/improve required/desired functionality for the client to
drive adoption and future development of the platform.

·         Collaborate with project team, Product Manager, business and
technology partners to jointly identify data needs required to deliver the
next generation of wealth management technology solutions.

·         Ensure business requirements are being met with the delivered
business functionality of the vendor solution and highlight differences and
potential changes/solutions.

·         Develop and communicate process changes, enhancements, and
modifications – verbally and through written documentation – to management,
peers, staff, and other employees so that issues and solutions are
understood.

·         Work closely with vendors to debug issues.

·         Actively engage with the project team to help determine the
approach for adoption and rollout and then lead the adoption and rollout
for specific portfolio managers onto the new platform.

·         Communicate results and insights with project teams and
stakeholders (e.g., through live presentations and ongoing
analysis/reports).

·         Perform duties & responsibilities specific to department
functions & activities.

·         Performs other duties & responsibilities as required or assigned
by supervisor.

·         Additional responsibilities include the following:

o    Adhering to and complying with all applicable federate laws,
regulations and guidance, including those related to *Anti-Money Laundering
(i.e. Bank Secrecy Act, USA PATRIOT Act, etc.).*

o    Adhering to Bank policies and procedures.

o    Completing required training.

DISCLAIMER:

Critical features of this job are described under the items above. They may
be subject to change at any time die to reasonable accommodation or other
reasons. This job description reflects Management’s assignment of essential
functions; it does not prescribe or restrict the tasks that may be
assigned. Nothing in this job description restricts Management’s right to
assign or reassign duties and responsibilities to this job at any time.

·         Experience & Education:

o    BA in Mathematics, Finance, Computer Science, or Engineering required

o    *3-6 years of relevant work experience with background in digital
channels delivery*.

o    3-6 years of relevant experience in business analysis and/or data
management.

·         Technical Skills:

o    Excellent attention to detail.

o    Knowledge of private wealth management or brokerage – with ability to
 interpret business practices into system requirements.

·         Professional Skills/Competency:

o    Ability to showcase working with client facing, digital technologies.

o    Strong quantitative and analytical skills - ability to quickly analyze
issues to identify key insights and apply them to the business .

o    Clear, high-level understanding of complex data models.

o    Focus on development/ improvement of process  to support continuous
evolution of a more competitive and profitable Bank.

o    Excellent communication skills, including ability to present
effectively to both business and technical audiences at all levels of the
organization

o    Strong orientation to clients, including demonstrated ability to
understand needs and apply this knowledge to drive data enhancements.

o    Strong understanding of traditional and alternative asset class
investment data, including but not limited to equity, fixed income, private
equity, real estate, derivatives, mutual funds, ETFs, global assets,
foreign exchange, etc.

·         Personal Skills/Competency

o    Consistently demonstrates and follows high standards of integrity in
business decision-making.

o    Looks toward the broadest possible view of an issue/ challenge; can
easily pose future scenarios; can think globally about all aspects of the
Bank; can discuss multiple considerations of an issue and forecast them
into the future; understands how the Bank works, competes, serves clients,
and generates shareholder value.

o    Demonstrates excellent communication and interpersonal skills; able to
communicate clearly and concisely in a variety of settings and styles; is
effective in a variety of formal presentation and meeting settings.

o    Gains support for change by providing context and responding with
sensitivity to concerns; takes initiative to recommend/ develop innovative
approaches to getting things done.

o    Can quickly find common ground and solve problems for the good of all;
is a team player and encourages collaboration.

o    Private Banking/Wealth  Management experience required.

o    Digital Technology experience required.

o    Requirements gathering required.

o    Process flows mapping required.

o    UML a plus.





Regards,

Saumya Khare

Talent Acquisition Specialist

Tekshapers Inc.

1441 E. Maple Rd, Suite # 301, Troy, MI 48083

T: 248.565.4747 | Extn. 127 | Fax: 248-254-7211

Certified: WMBE Certified | E-Verified Company | ISO 9001:2008

E: *skh...@tekshapers.com* <nve...@tekshapers.com> | W: *www.tekshapers.com*
<http://www.tekshapers.com/>

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