Job Description
Key Responsibilities
• Elicit, analyze, and document functional and non/functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).
• Translate business problem statements into clear, consumable requirements for technology teams.
• Perform current/state vs. future/state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state
• Own and maintain requirements throughout the SDLC
Must-Have Skills:
1. Core BA competency; Proven experience in gap analysis, business requirement documentation, and process flow creation.
2. Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.
3. Expertise in the wealth domain, with knowledge of any related product or system.
4. gile experience, including using tools like Jira to manage user stories.
5. Excellent communication skills
Nice-to-Have:
• Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
• SQL proficiency to read and write queries and perform data mapping.
• Big Query
• Miro or Draw.io
• Confluence
Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Job Tags
Work at office, Local area
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