Return To Search

Wealth Management Business Analyst

Location: Philadelphia, PA

Job Type: contract

Company: IDR

Category: All Other

Job Description Apply Now

IDR is seeking a Wealth Management Business Analyst to join one of our top clients. This role involves supporting a major project within the wealth management industry, focusing on requirements gathering, process analysis, and stakeholder collaboration to enhance business operations and reporting capabilities.

Position Overview for the Wealth Management Business Analyst:

• Collaborate with business stakeholders to gather and document functional and business requirements.
• Develop detailed use cases, user stories, process flows, and acceptance criteria.
• Partner with business and technology teams to ensure requirements are clearly understood and implemented correctly.
• Create and execute test plans, test cases, and testing scenarios.
• Support data validation, reconciliation, and reporting verification activities.

Requirements for the Wealth Management Business Analyst:

• 5+ years of Business Analysis and/or Quality Assurance experience.
• Strong experience within Wealth Management, Investment Management, Private Banking, or Financial Services environments.
• Deep understanding of wealth management performance reporting, attribution, and performance calculations.
• Experience writing business requirements, use cases, user stories, and acceptance criteria.
• Hands-on experience creating and executing test plans and test cases.

What's in it for you?

• Competitive compensation package
• Full Benefits; Medical, Vision, Dental, and more!
• Opportunity to get in with an industry leading organization.

Why IDR?

• 25+ Years of Proven Industry Experience in 4 major markets
• Employee Stock Ownership Program
• Dedicated Engagement Manager who is committed to you and your success.
• Medical, Dental, Vision, and Life Insurance
• ClearlyRated's Best of Staffing® Client and Talent Award winner 12 years in a row.

#LI-Remote All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IDR is subject to certain governmental recordkeeping and reporting requirements for the administration of civil rights laws and regulations. In order to comply with these laws, we invite employees to voluntarily self-identify their race or ethnicity, gender, and veteran status (if applicable). Submission of this information is voluntary and refusal to provide it will not subject you to any adverse treatment. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable laws, executive orders, and regulations, including those that require the information to be summarized and reported to the federal government for civil rights enforcement. You may access this form here.

Apply Now