Job Title: Lead Business Analyst with Wealth Management or Brokerage

Location: Dallas, TX 75201 (Hybrid required 2 or 3 days onsite in week)

Duration: 12 Months

Rate: $DOE/Hour on CTC/1099/W2

Experience Level: 10 Years as Business Analyst and 2-3 Years as Lead in recent projects

Position: 3

Communication 5/5

Experience Skill Matrix:

1. Financial investment industry: Years
2. Business Analyst: Years
3. As Lead Business Analyst: Years
4. Wealth Management or Brokerage: Years
5. JIRA: Years
6. SQL Years

Skills & Qualifications:

• 10 years of business analysis experience in the financial investment industry.
• Strong working knowledge of Operational teams supporting Wealth Management brokerage entity.
• Strong analytical and problem solving skills required.
• Mature, highly motivated, and excellent interpersonal skills.
• Strength with Microsoft Desktop products with an advanced level Excel skillset.
• Skilled in business process redesign, with complex business models and technology.
• Ability to work effectively independently and within a team environment, with the ability to set and meet deadlines while working on multiple projects at a time.
• Excellent communication and facilitation skills and ability to grasp abstract concepts.
• Ability to set, commit to and meet deadlines.
• Must be able to work effectively on team projects.
• Possess post-secondary education/certification in business related and technical disciplines.
  • Understanding of SQL queries