Business Analyst

Company: Genesis10
Location: Cleveland
Posted on: May 1, 2025

Job Description:

Genesis10 is seeking a REMOTE Business Analyst with Investments/Wealth Management Experience (W2 Only, No C2C please) for a 6-month remote contract position with a leading client in Brooklyn, OH.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.

Compensation: $65/HR

Job Description:
Innovative with a point of view focused on challenging the status quo to achieve solutions and experiences that support what our customers and partners expect and prefer. You easily collaborate with stakeholders and partners and are a strong and articulate communicator. You are a leader of change and persistently focused on execution.

Responsibilities: Leverage subject matter knowledge of wealth areas to ensure requirements created for initiatives meet the vision, goals, and objectives of the organization.
Create business analysis artifacts such as process flows, gap analysis, and business requirement documentation.
Multi-task in high pressure situations
Participate in team collaboration to understand project requirements and translate those requirements into clear and comprehensive user stories.
Provide support to technology and testing teams to ensure functionality is delivered and used correctly.
Assist the creation and review of test plans, test cases, and test results to ensure complete validation.
Develop, maintain, and present project status updates to leadership.
Maintain and prioritize backlog items with collaborators.
Ensure post-production verification of functionality to ensure original vision is realized.
Maintain and prioritize inventory of outstanding defects and enhancements.
Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).
Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value.

Requirements: Domain experience in wealth/investments and financial services
Understanding of Agile methodologies, especially prioritization and management of flexible scope
Proficient in the use of relevant software tools, including Jira, Salesforce.com, MS Office Suite
Strong work ethic, highly organized, detail-oriented, and results driven.
Strong written / verbal communication, and interpersonal skills.
Strong analytical and problem-solving skills.
Proficient in flow diagrams; architectural and process driven (MIRO, Draw IO, etc).
Ability to read and write queries (SQL, Big Query, JSON, etc).
Understanding of wealth data for transformation, purification and mapping.
Defining functional specifications pertinent to models and diagrams.
Ability to work independently with minimal supervision, and in a team setting.
Ability to manage tasks/projects concurrently.

Preferred Experience: Proficient in the use of wealth applications Pershing (NetX, NetXInvestor)
FIS (Global Plus, Global Office, etc)
MoneGuidePro
eMoney
Envestnet


Confluence knowledge.


About Genesis10:
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

Benefits of Working with Genesis10:
--- Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
--- The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
--- Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
--- Behavioral Health Platform
--- Medical, Dental, Vision
--- Health Savings Account
--- Voluntary Hospital Indemnity (Critical Illness & Accident)
--- Voluntary Term Life Insurance
--- 401K
--- Sick Pay (for applicable states/municipalities)
--- Commuter Benefits (Dallas, NYC, SF)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

#DIG10-OH

Keywords: Genesis10, Euclid , Business Analyst, Professions , Cleveland, Ohio