ETL Business Analyst

Required Skills & Qualifications:

• Strong Communication skills - both verbal and written.
• Strong presentation skills - to lead large meetings and bring a variety of seniority of stakeholders along on the requirement journey.
• Ability to lead brainstorming sessions.
• Ability to pre-research topic and have a shell of requirements prior to meeting with business.
• Ability to write PowerPoint decks and surface high level requirements, potential solutions, pros, cons to help management make decisions.
• Self-driven – can write a plan to get through requirements; can drive the work forward and needs minimal oversight to be able to deliver effectively.
• Ability to analyze, document and assess critically current state processes; current state technical processes; and drive to future state process and technical processes with the viewpoint of getting to a solution that solves the problem.
• Ability to explain the rationale for why you would select one solution versus another.
• Ability to write comprehensive high level business requirements including current and future state using their own research and later on adding input from the relevant stakeholders
• Ability to write detailed requirements functional and non-functional and including down to the data attributes for extracts and/or API integrations, etc from their own analysis and research and then adding input from the relevant stakeholders.

Education:

• Successful candidate will have a BA in Economics and/or Finance or other Financial Educational background (MA, etc).
• Industry certifications - one of the CIM, CSC, CFA, etc.
• If a candidate also has some technical background / training, dependent on the detailed role, this is extremely helpful but does not outweigh the financial training.

Experience:

• Successful candidate will have experience either in Wealth Front office or operations working in the business.
• Successful candidate will have experience as a BA writing requirements.
• Successful candidate will have consulting experience from EY, Capco, Deloitte focused on Wealth Management.

For the ETL Business Analysts:

• Must have strong ETL & Data Testing experience to understand the Application underlying data flow/processing with Wealth management or Trade Application knowledge and experience.
• Requires strong knowledge on Wealth Management /Trade Platform file structures and file processing.
• Ability to write a high level requirement which will contain the Principles and rationale for how we will sanitize the Broadridge/ Trade Platform files.
• Ability to write the detailed technical extract specifications  to attributize the files consistently across all files. Including headers, trailers, and other technical nonfunctional requirements (e.g. info sec, etc).
• Ability to write reconciliation requirements that ensure that the files received equal the files generated - e.g. same number of rows, and what makes sense for the particular file being sanitized.
• Ability to write technical specifications for new files which will be generated