

iPivot
Business Analyst with Wealth Management in Investment - W2 Contract - Charlotte, NC
β - 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.
π - Country
United States
π± - Currency
$ USD
-
π° - Day rate
Unknown
-
ποΈ - Date
October 1, 2025
π - Duration
Unknown
-
ποΈ - Location
Hybrid
-
π - Contract
W2 Contractor
-
π - Security
Unknown
-
π - Location detailed
Charlotte, NC
-
π§ - 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 teamsβproduct management, software development, vendors and engineeringβto 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
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 teamsβproduct management, software development, vendors and engineeringβto 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