Description

• 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 of Broadridge/Trade Platform EBCDIC file structures (or ISM as they are similar)
• 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 non functional 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.
• Strong experience with Broadridge or ISM type financial files and ability to work with EBCDC.
• Ability to write technical specifications for new files which will be generated.

Skills

• Strong Consultative skills;
• 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