Business Analyst – Banking & Wealth Management

📍 Location: Buffalo, NY / Columbus, OH / Cleveland, OH (Onsite – Locals Only) 📄 Duration: Long-Term Contract 💼 Employment Type: W2 🛂 Visa: USC / H4EAD We are looking for an experienced Business Systems Analyst (BSA) with strong expertise in Banking & Wealth Management to join our team. The ideal candidate should have hands-on experience with leading wealth platforms and a deep understanding of banking operations and investment management processes. Key Responsibilities: • Gather and document business requirements from wealth managers, portfolio managers, and operations teams • Perform system analysis and recommend enhancements across wealth platforms • Create functional specs, use cases, and process flow diagrams • Act as liaison between business stakeholders and IT teams • Lead system integration efforts across platforms such as Global Plus, Charles River, and Pershing • Drive testing efforts including UAT and QA coordination • Ensure compliance with regulatory standards including MiFID II, Dodd-Frank, and Basel III • Support user training, change management, and continuous process improvement Required Skills: • 12+ years of experience as a BSA in Banking & Wealth Management • Strong knowledge of portfolio management, trade execution, compliance, and client reporting • Hands-on experience with Global Plus, Charles River, and/or Pershing platforms (Mandatory) • Experience with business process mapping, functional documentation, and system integration • Strong analytical, communication, and stakeholder management skills • Experience in Agile/Waterfall methodologies • UAT, test plan creation, and QA coordination experience Good to have: • Experience with Power BI / Tableau • Basic SQL knowledge • Exposure to APIs and integration frameworks • Agile environment experience 🎓 Bachelor’s degree required. 📌 Financial Services / Wealth Management industry experience is mandatory.