Posted 3 months ago

Business Analyst Margin Lending – Contractor
Location: Greenwich Street, NYC/Hybrid 3 days Onsite/2 WFH
Contract position through the end of March with probable extension.

Bank’s Global Wealth Management delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.  By building on the strengths and capabilities across the firm to transform the way they serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities,  and ultimately help them achieve their goals.

Client is looking to fill a Business Analyst (BA) position within the Margin Lending segment of the Private Bank and Wealth Management businesses. This is to support the client on Margin Lending technology transformation, and the BA would be working with business and technology teams to define user stories, requirements, design, test, and production solutions with technology teams.

Skillset/experiences required:

  • 5-10 years of business analysis experience in the Private Banking and/or Wealth Management industries
  • Previous Margin Lending (e.g., process, calculations, LV, underwriting) knowledge a MUST
  • Strong stakeholder management skills
  • Good technology delivery experience, including understanding SDLC process
  • Agile and/or waterfall delivery experience

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