Wealth Management Business Analyst

Philadelphia, PA, us on site Until 8/22/2026 H-1B sponsor history First posted March 22, 2025 Last posted March 22, 2025
Job description

E*Pro Consulting service offerings include contingent Staff Augmentation of IT professionals, Permanent Recruiting and Temp-to-Hire. In addition, our industry expertise and knowledge within financial services, Insurance, Telecom, Manufacturing, Technology, Media and Entertainment, Pharmaceutical, Health Care and service industries ensures our services are customized to meet specific needs. For more details please visit our website www.epro-tech.com

Job Title : Wealth Management Business Analyst

Location : Philadelphia, PA

Job Type : Permanent Full Time

Description:

• Experience in Trading System / Portfolio Management System / Financial Planning Tools

• Experience in Wealth Management / Capital Market is must

• The associate should be able to understand the requirement thoroughly from business and should be able to articulate it in Requirement document 

• Should be able to come up with Use Cases 

• Effective communications skills

• Experience with functional testing

• Through understanding of SDLC phases




About this role

Summary

Analyze wealth management systems, gather requirements, create use cases, and perform functional testing.

Job title

Wealth Management Business Analyst

Experience level

not specified

Industry

finance

Location requirements

Philadelphia, PA, on-site only

Salary

Not specified

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

trading systemsportfolio managementfinancial planningbusiness analysisSDLC

Preferred skills

communicationfunctional testing

Specializations

trading systemsportfolio managementfinancial planningwealth managementcapital market
Locations

Structured locations inferred from the posting.

Philadelphia, PA, USA

On-site City