iPivot

Business Analyst with Wealth Management in Investment - W2 Contract - Charlotte, NC

⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Business Analyst with Wealth Management in Investment, offering a W2 contract in Charlotte, NC. Requires 3+ years in Wealth Management, technical project management, Agile experience, and proficiency in Jira and Confluence.
🌎 - Country
United States
πŸ’± - Currency
$ USD
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πŸ’° - Day rate
Unknown
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πŸ—“οΈ - Date
October 1, 2025
πŸ•’ - Duration
Unknown
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🏝️ - Location
Hybrid
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πŸ“„ - Contract
W2 Contractor
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πŸ”’ - Security
Unknown
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πŸ“ - Location detailed
Charlotte, NC
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🧠 - Skills detailed
#Jira #Leadership #Scala #UAT (User Acceptance Testing) #Business Analysis #Project Management #Agile #Documentation #Kanban #Lean #Requirements Gathering
Role description
Hi, I am Suresh from IPivot. Please find the job description below for your reference. If interested, reply with an updated resume durgams@ipivot.io Job Title: BA/Business System Consultant (Wealth Management) Location: Charlotte, NC (Hybrid) Duration: W2 Contract Qualifications: 3+ years of Wealth Management, or Brokerage experience, preferably investment related. 3+ years of technical project management including: release management, testing, production validation, production support, Business Continuity exercise experience Knowledge of Trading Platforms and Back Office integration Agile (Kanban) Experience Stakeholder Relationship Management Tool experience in Jira, Confluence and Service Now Excellent Communication skills with multiple levels of leadership Strong analytical and problem-solving skills with an ability to translate business needs into technical requirements Job Expectations: Manage and enforce best practices, processes, and procedures for the SDLC. Communicate frequently with stakeholders, escalate impediments, help manage risk, and drive relentless improvement. Collaborate with cross-functional teamsβ€”product management, software development, vendors and engineeringβ€”to support timely, high-quality releases. Assists all delivery/release roles (where applicable) in understanding and adhering to all Enterprise requirements required for software implementation. Lean hands-on work including requirements gathering, documentation, functional testing and coordinating user acceptance testing (UAT) Best Regards, Suresh Durgam E: durgams@ipivot.io linkedin.com/in/suresh-durgam