Business Analyst II driving insights through data analysis and producing actionable reports at Georgia United Credit Union in Duluth, GA. Collaborating across teams to support business performance with data - driven insights.
About the role
- Technical Business Analyst focused on Wealth Management systems, bridging business and technology needs. Collaborating with stakeholders to deliver quality financial products and services.
Responsibilities
- Gather, analyze, and document business requirements for Wealth Management systems and processes.
- Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications.
- Perform gap analysis and propose solutions to enhance system functionality and user experience.
- Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems.
- Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions.
- Prepare detailed documentation including BRDs, functional specifications, and process flows.
- Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms.
- Ensure compliance with regulatory standards and internal policies.
Requirements
- Total 10+ years of experience **5+ years** of experience as a Business Analyst in financial services, preferably Wealth Management.
- Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services.
- Technical proficiency in SQL, data analysis, and system integration.
- Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar).
- Familiarity with Agile/Scrum methodologies.
- Excellent communication and stakeholder management skills.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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