Sr. Business Analyst in Wealth Management Exp - Local to MN only (Hybrid)

Caliber Smart; Saint Paul (MN); Hybrid; USD 65,000 - 85,000; Full time

Job summary

A financial services firm seeks a seasoned Senior Business Analyst specializing in Wealth Management. The role focuses on implementing product master solutions and managing regulatory compliance, requiring strong data governance skills and a proven track record in technical and operational alignment.

Qualifications

• 8+ years of experience in Wealth Management and Securities Master domains.
• Demonstrated expertise in aligning technology solutions with operational workflows.
• Strong focus on regulatory compliance and fixed income reference data.

Responsibilities

• Deliver scalable and efficient product master solutions.
• Ensure technical solutions align with business goals and compliance standards.
• Conduct data analysis and reporting.

Skills

Data Governance

Data Analysis

Stakeholder Management

Problem Solving

Adaptability

Education

Bachelor's degree in Business, Finance, or related field

MBA or equivalent qualification

Job description

Sr. Business Analyst in Wealth Management Exp - Local to MN only (Hybrid)

Join to apply for the Sr. Business Analyst in Wealth Management Exp - Local to MN only (Hybrid) role at Caliber Smart

Sr. Business Analyst in Wealth Management Exp - Local to MN only (Hybrid)

1 day ago Be among the first 25 applicants

Join to apply for the Sr. Business Analyst in Wealth Management Exp - Local to MN only (Hybrid) role at Caliber Smart

Position: Business Analyst in Wealth Management

Duration: 12 Months+

Location: St. Paul , MN/ Hybrid

Face to Face interview with client (must)

Senior Business Analyst Wealth Management

A seasoned Business Analyst with over 8 years of experience in the Wealth Management and Securities Master domains, specializing in Product Master implementation and Reference Data Management. Demonstrated expertise in aligning technology solutions with operational workflows, with a strong focus on fixed income reference data and regulatory compliance.

Core Competencies

• Product Master Implementation: Proven track record of delivering scalable and efficient product master solutions within Wealth Management environments.
• Reference Data Expertise: Deep knowledge of securities and fixed income reference data, and its role in operational and regulatory processes.
• Data Governance & Analysis: Proficient in data governance, metadata management, and data quality principles; strong hands-on skills in data analysis and reporting.
• Cross-Functional Collaboration: Experienced in working closely with Operations teams, ensuring technical solutions align with business goals and compliance standards.
• Regulatory Awareness: Solid understanding of compliance and regulatory frameworks affecting financial data in wealth and asset management.
  
  

Soft Skills

• Effective communicator with excellent stakeholder management skills.
• Adaptable and organized; able to manage multiple priorities in a dynamic, fast-paced environment.
• Strong problem-solving and decision-making abilities.
  
  

Education

• Bachelor's degree in Business, Finance, Information Technology, or a related field.
• MBA or equivalent qualification is a plus.
  
  

Best Regards,

Chetna

630-425-6471 -D

815-600-8657-Fax

[e-mail]

www.smartcaliber.com

Truth Lies in Heart

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  Manufacturing

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