Business Systems Analyst - Wealth Management

QodeSouth Carolina, SC

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Job Description

Business Systems Analyst (BSA) – Wealth Management

Location: Fort Mill, SC (Hybrid)

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

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FAQs About Business Systems Analyst - Wealth Management Jobs at Qode

What is the work location for this position at Qode?

This job at Qode is located in South Carolina, SC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Qode?

Employer has not shared pay details for this role.

What employment applies to this position at Qode?

Qode lists this role as a Full-time position.

What experience level is required for this role at Qode?

Qode is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Qode?

You can apply for this role at Qode either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.