Senior Business Analyst - Wealth Management

**********************************Open to H1B/C2C************************************************
We are looking for a Senior Business Analyst with extensive experience in the Wealth Management industry projects, specifically supporting SMA(Separately Managed Accounts) trading and portfolio management.
Visa Status:

• USC/GC
• H1B/TN/EAD
• C2C is okay

Location:

• Naples, FL

Compensation:

• Open(All rates commensurate with experience are welcome)

Responsibilities:

• Work as a Business Analyst in large-scale technology transformation projects for clients within the Investment Management or Investment Services Industry
• Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
• Act as a project manager for small projects that do not have a dedicated project manager

Mandatory Qualifications:

• 10+ years of experience as a Business Analyst in a Wealth Management firm or a Wealth Technology Vendor
• 5+ years of supporting Fixed Income Technology
• 5+ years supporting SMA Accounts - Trading/Portfolio Management
• 3+ years of experience in supporting Traders
• 3+ years of hands-on experience in SQL

Preferred Qualifications:

• MBA degree or CFA qualification
• Experience in one or more technology vendor packages used in the Wealth Management - VestMark, Perform