Jobs via Dice
Business Analyst Wealth Management
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Business Analyst in Wealth Management, based in New York, on a contract basis. Requires 10+ years of experience in financial services, strong knowledge of portfolio management, and proficiency in data analysis tools like Excel, Power BI, and Tableau.
🌎 - Country
United States
💱 - Currency
$ USD
-
💰 - Day rate
Unknown
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🗓️ - Date
June 3, 2026
🕒 - Duration
Unknown
-
🏝️ - Location
On-site
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📄 - Contract
Unknown
-
🔒 - Security
Unknown
-
📍 - Location detailed
New York, NY
-
🧠 - Skills detailed
#Agile #Tableau #Stories #Compliance #Data Analysis #Business Analysis #Microsoft Power BI #BI (Business Intelligence) #AI (Artificial Intelligence) #CRM (Customer Relationship Management)
Role description
Dice is the leading career destination for tech experts at every stage of their careers. Our client, NMK Global Inc., is seeking the following. Apply via Dice today!
Job Title: Business Analyst Wealth Management
Location: New York
Experience: 10+ Years
Employment Type: Contract
Domain: Wealth Management / Private Banking / Capital Markets
Job Overview
We are seeking an experienced Business Analyst Wealth Management to bridge business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that enhance client portfolio management, regulatory compliance, and operational efficiency.
Key Responsibilities
Requirement Gathering & AnalysisCollaborate with stakeholders including portfolio managers, financial advisors, and operations teamsElicit, analyze, and document:
• Business Requirements Documents (BRDs)
• Functional Requirements Documents (FRDs)
• User stories and acceptance criteria
Conduct workshops, stakeholder interviews, and gap analysis Wealth Management Domain SupportUnderstand core domain concepts such as:
• Portfolio Management
• Asset Allocation (Equities, Fixed Income, Alternatives)
• Investment Lifecycle
• Risk Profiling & Suitability
Support systems including:Portfolio Management Systems (PMS)CRM platforms (Salesforce, Microsoft Dynamics)Trading and Order Management Systems (OMS) Data Analysis & ReportingAnalyze financial data including:
• Client portfolios
• Performance metrics (ROI, Alpha, Beta)
• Risk analytics
Develop dashboards and reports using tools such as:
• Excel
• Power BI
• Tableau
• Functional Design & Solutioning
• Translate business requirements into system specifications
• Collaborate closely with:
• Developers
• QA teams
• Product Owners
• Define workflows, business rules, and use cases
Required Skills
• Wealth Management Domain Knowledge
• Portfolio Management & Capital Markets Understanding
• Business Analysis & Requirement Gathering
• Data Analysis & Reporting Tools (Excel, Power BI, Tableau)
• Experience with CRM, PMS, and OMS systems
• Knowledge of Finance, Investment Banking, and Client Management
Preferred Skills
• Exposure to AI-driven financial analytics
• Strong stakeholder management and communication skills
• Experience working in Agile environments
Experience Required
10+ Years in Business Analysis / Wealth Management / Financial Services
Dice is the leading career destination for tech experts at every stage of their careers. Our client, NMK Global Inc., is seeking the following. Apply via Dice today!
Job Title: Business Analyst Wealth Management
Location: New York
Experience: 10+ Years
Employment Type: Contract
Domain: Wealth Management / Private Banking / Capital Markets
Job Overview
We are seeking an experienced Business Analyst Wealth Management to bridge business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that enhance client portfolio management, regulatory compliance, and operational efficiency.
Key Responsibilities
Requirement Gathering & AnalysisCollaborate with stakeholders including portfolio managers, financial advisors, and operations teamsElicit, analyze, and document:
• Business Requirements Documents (BRDs)
• Functional Requirements Documents (FRDs)
• User stories and acceptance criteria
Conduct workshops, stakeholder interviews, and gap analysis Wealth Management Domain SupportUnderstand core domain concepts such as:
• Portfolio Management
• Asset Allocation (Equities, Fixed Income, Alternatives)
• Investment Lifecycle
• Risk Profiling & Suitability
Support systems including:Portfolio Management Systems (PMS)CRM platforms (Salesforce, Microsoft Dynamics)Trading and Order Management Systems (OMS) Data Analysis & ReportingAnalyze financial data including:
• Client portfolios
• Performance metrics (ROI, Alpha, Beta)
• Risk analytics
Develop dashboards and reports using tools such as:
• Excel
• Power BI
• Tableau
• Functional Design & Solutioning
• Translate business requirements into system specifications
• Collaborate closely with:
• Developers
• QA teams
• Product Owners
• Define workflows, business rules, and use cases
Required Skills
• Wealth Management Domain Knowledge
• Portfolio Management & Capital Markets Understanding
• Business Analysis & Requirement Gathering
• Data Analysis & Reporting Tools (Excel, Power BI, Tableau)
• Experience with CRM, PMS, and OMS systems
• Knowledge of Finance, Investment Banking, and Client Management
Preferred Skills
• Exposure to AI-driven financial analytics
• Strong stakeholder management and communication skills
• Experience working in Agile environments
Experience Required
10+ Years in Business Analysis / Wealth Management / Financial Services
