Business Systems Analyst - Wealth Management

Business Systems Analyst - Wealth Management

Charlotte, NC - Hybrid

Long term contract

• Do you have a good BSA who can write SQL queries and also have wealth management industry experience.
• They should be strong in creating Data Mapping document
• This is for LPL Financial and is a hybrid in Charlotte NC.

Job Description

Work Location : Fortmill, SC (no hybrid, no remote)

Must Have Skills : Data Analysis, MSSQL, Oracle. Wealth Management and M&A domain knowledge. Create Data Mapping document, FRD, BRD, NFR.

We are seeking a highly motivated Business Systems Analyst to join our Agile team, working closely with the Product Owner, developers, and testers to deliver high-impact solutions. The ideal candidate will have strong analytical skills, experience with cloud technologies, and a passion for driving business value through data and systems analysis.

Key Responsibilities :

Gather Requirements : Collaborate with business stakeholders, product owners, and subject matter experts to elicit and document business requirements, ensuring alignment with Agile methodologies.

Write User Stories : Translate business needs into clear, concise, and testable user stories with well-defined acceptance criteria.

Facilitate Communication : Act as a bridge between business and technical teams to ensure shared understanding of goals, timelines, and deliverables.

Prioritize Backlog : Support the Product Owner in maintaining a prioritized product backlog, focusing on delivering maximum business value.

Participate in Agile Ceremonies : Engage in Sprint Planning, Daily Standups, Sprint Reviews, and Retrospectives to ensure team alignment and continuous improvement.

Document Processes : Develop and maintain comprehensive documentation including business process models, use cases, and user stories to support project delivery.

Analyze Data : Perform data analysis to uncover business insights, identify opportunities for improvement, and support decision-making.

Must-Have Skills :

Strong experience in Business Analysis and Data Analysis

Proficiency with Cloud Technologies such as AWS, Snowflake, and DBT

Excellent communication and stakeholder management skills

Experience working in Agile / Scrum environments

Nice-to-Have Skills :

Familiarity with Fivetran (HVR)

Basic knowledge of Python for data manipulation or automation

Requirements :

Experience : 10-15 years of experience in an Agile development environment, with at least 5 years as a BSA.

Education : Bachelor's degree in Computer Science, Information Technology, or a related field. A Master's degree is a plus.

Technical Skills : Strong understanding of software development processes and technologies. Experience with Test-Driven Development (TDD) and Continuous Integration / Continuous Deployment (CI / CD) practices.

Leadership Skills : Excellent leadership, communication, and interpersonal skills. Ability to motivate and inspire teams to achieve their best.

Problem-Solving : Strong analytical and problem-solving abilities, with a focus on delivering practical solutions.

Agile Tools : Proficiency in Agile project management tools such as Jira, Trello, or similar.

Preferred Skills :