Job Description

Position: Business Systems Analyst (BSA) Wealth & Banking Domain

Location: Preferably in or near Buffalo, NY / Columbus, OH / Cleveland, OH

Type: [Contract/Full-Time adjust based on actual position]

Start: ASAP

Job Summary:

We are seeking a highly skilled Business Systems Analyst (BSA) with proven expertise in banking and wealth management domains , including platforms such as Global Plus, Charles River, and Pershing .

You will play a key role in analyzing business processes, gathering requirements, supporting system integrations, and ensuring high-quality solutions are delivered across wealth management and banking operations .

Key Responsibilities:

Collaborate with business teams (Wealth Managers, Ops, Portfolio Managers) to gather and analyze requirements
Analyze systems like Global Plus, Charles River, Pershing for improvements and integration opportunities
Draft functional specs, use cases, process flows, and documentation for system development
Act as a liaison between business and tech teams ensuring alignment and clear communication
Lead system integration, UAT, and ensure solutions meet business needs and compliance standards
Support user training and change adoption
Assist project managers with planning, reporting, and timelines

Required Skills & Experience:

7+ years as a BSA in Banking/Wealth Management environments
Strong experience with Global Plus , Charles River , Pershing (mandatory)
Expertise in business process mapping, stakeholder communication, and solution design
Understanding of trade execution, compliance, portfolio management, and client reporting
Familiarity with regulatory frameworks (MiFID II, Dodd-Frank, Basel III)
Proficient in QA, UAT, and test planning

Nice to Have:

Experience with Power BI, Tableau or other reporting tools
Basic knowledge of SQL , APIs, and system integration principles
Agile methodology exposure (user stories, sprint planning)
Change management experience in financial services

Qualifications:

Bachelor's in Business, Finance, CS, or a related field
Strong background in financial services or wealth platforms
Excellent analytical, documentation, and communication skill

Job Tags

Full time, Contract work, Immediate start,

Similar Jobs

Hatched Recruitment Group

Grad/Junior Electrical Engineer / Physicist Job at Hatched Recruitment Group

...Position: Entry-Level Electrical Engineer or Physicist Survivability Modeling & Simulation Relocation Assistance Available Citizenship: U.S. Citizenship Required and clean record as you must be eligable for security clearance A growing technical team is seeking...

Leidos

IT Service Delivery Manager Job at Leidos

...customers' transformation needs so that they can better serve their beneficiaries.Leidos currently has an opening for an **IT Service Delivery Manager** to lead a mission support team in ensuring the successful delivery of IT services to a key customer. This is an...

LaSalle Network

Inpatient Medical Coder Job at LaSalle Network

We are seeking a highly skilled Inpatient Medical Coder to join our clients'team. This role requires at least two years of hands-on inpatient coding experience, ensuring accurate assignment of ICD-10-CM, ICD-10-PCS, and DRG codes for hospital stays. The ideal candidate...

Newport Associates

(Work From Home) Online Booking Consultant Job at Newport Associates

...Promotion: Use platforms like Facebook, Instagram, TikTok, and LinkedIn to promote services and generate interest. Training provided. Booking & Payments: Finalize bookings and process secure credit card payments. Schedule Adjustments: Monitor and update travel plans...

Bayut | dubizzle

SEO Manager Job at Bayut | dubizzle

...have more than 160 million monthly users that trust in our dedication to providing them with the best platform for their needs. As a SEO Manager, you will be responsible for ensuring Bayuts stability in the SERPs and working towards improving the SEO health of the...

Business Systems Analyst Job at Advantra Consulting Group, Buffalo, NY

QkVlS3NFL2FrVkNVd2N3Q3pqQjZLZ3FVdUE9PQ==