Wealth Management Business Analyst
Job ID: 502055 Posted 2 days ago
Philadelphia, Pennsylvania
Contract
All Other
Job Details
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IDR is seeking a Wealth Management Business Analyst to join one of our top clients. This role involves supporting a major project within the wealth management industry, focusing on requirements gathering, process analysis, and stakeholder collaboration to enhance business operations and reporting capabilities.
Position Overview for the Wealth Management Business Analyst:
- Collaborate with business stakeholders to gather and document functional and business requirements.
- Develop detailed use cases, user stories, process flows, and acceptance criteria.
- Partner with business and technology teams to ensure requirements are clearly understood and implemented correctly.
- Create and execute test plans, test cases, and testing scenarios.
- Support data validation, reconciliation, and reporting verification activities.
Requirements for the Wealth Management Business Analyst:
- 5+ years of Business Analysis and/or Quality Assurance experience.
- Strong experience within Wealth Management, Investment Management, Private Banking, or Financial Services environments.
- Deep understanding of wealth management performance reporting, attribution, and performance calculations.
- Experience writing business requirements, use cases, user stories, and acceptance criteria.
- Hands-on experience creating and executing test plans and test cases.
What's in it for you?
- Competitive compensation package
- Full Benefits; Medical, Vision, Dental, and more!
- Opportunity to get in with an industry leading organization.
Why IDR?
- 25+ Years of Proven Industry Experience in 4 major markets
- Employee Stock Ownership Program
- Dedicated Engagement Manager who is committed to you and your success.
- Medical, Dental, Vision, and Life Insurance
- ClearlyRated's Best of Staffing® Client and Talent Award winner 12 years in a row.
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Why Us?
IDR has been in business for over 25 years and offers access to hundreds of companies across the country to work for. For many of the contractors that work for us, there are some unique benefits to being a part of the IDR team. One specific benefit is that we believe our contractors are part of something bigger than yourself. We are an employee-owned company and in an ESOP (Employee Stock Ownership Plan), as the share price of our company grows, so does your equity in our company. Our contractors, as well as our internal employees, can participate in this plan after one year of service. In addition to joining our ESOP program, you will also receive weekly pay, 401k access, and access to three different benefit plans that cover 50% of the individual premiums along with access to unlimited behavioral health sessions with a licensed counselor.
About Us
IDR, Inc. is an award-winning, employee-owned staffing firm with headquarters in Alpharetta, GA and offices in the Nashville, Dallas, and Denver markets. Founded in 1998, IDR has grown to serve businesses and professionals across industries including IT, healthcare, accounting and finance, government services, and professional services. Recognized for our expertise and the high-touch approach of our Engagement Management Program, IDR continues to build rewarding partnerships with companies and consultants. Our best-in-class service has earned IDR ClearlyRated’s Best of Staffing Client and Talent awards for ten consecutive years, in addition to awards from Staffing Industry Analysts and Best and Brightest Companies to Work For. With our commitment to empowering talent and developing leaders, we’re passionate about what we do and how we do it, and we look forward to working with you.