Job Description

Job Description:
+ years of BSA/BA experience
Experience working in advisory or wealth management environments required.
Demonstrated interpersonal (written and oral)
Comfortable in a highly matrixed work environment
Ability to figure things out in an ambiguous work environment.
Testing experience required.
Managed Account experience preferred.

This BSA role is to support Separately Managed Account work. Traditional BSA experience plus Wealth Mgmt/SMA experience required.
The purpose of this role is to act as the liaison between the Business and IT organizations documenting Business requirements that meet user needs and improve business performance by providing the technical analysis of business requirements (including translation into functional requirements), problem solving and troubleshooting as part of a larger project team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing, drive...

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