Business Systems Analyst - Wealth Management

Employment Type: Full-Time

Role Overview

We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization. This role requires a senior techno-functional professional with deep expertise in wealth management platforms, enterprise system integrations, API-driven architectures, data analysis, and solution design.

Required Qualifications

•  13+ years of experience as a Business Systems Analyst / Techno-Functional Analyst within enterprise environments.
•  Strong experience in Wealth Management, Asset Management, Brokerage, or Financial Services domains.
•  Strong hands-on technical analysis experience with APIs, integrations, SQL, and enterprise applications.
•  Expertise in requirement analysis, system analysis, and technical documentation.
•  Strong understanding of REST APIs, JSON, XML, microservices, and distributed systems.
•  Advanced SQL skills with ability to perform complex data analysis and validation.
•  Experience working with relational databases such as Oracle, SQL Server, PostgreSQL, or Snowflake.
•  Experience with Agile/Scrum methodologies and tools like Jira/Confluence.
•  Strong understanding of SDLC, system integrations, and enterprise application ecosystems.

 Experience creating

• o BRDs
• o FRDs
• o User Stories
• o Process Flows
• o Data Mapping Documents
• o Sequence Diagrams
• o API Specifications
•  Excellent stakeholder management and communication skills.

Preferred Qualifications

•  Experience with wealth management platforms such as Addepar, Orion, Charles River, Pershing, Fidelity, or similar ecosystems.
•  Exposure to cloud platforms such as AWS or Azure.
•  Experience with event-driven architecture, Kafka, or middleware platforms.
•  Knowledge of FIX protocols, trade processing, or investment operations is a plus.
•  Prior experience working in highly regulated financial environments.
•  Exposure to data warehousing and reporting platforms.
•  Understanding of automation and digital transformation initiatives within financial services