Must have-
Strong domain knowledge in Investment Banking, Wealth Management, and Investment/Portfolio Accounting
Understanding of securities processing, custody, trade lifecycle, corporate actions, GL and reconciliation
Hands-on experience with one or more of: SEI Wealth Platform, FIS AddVantage, Schwab, LPL, TCS BaNCS, Addepar
Proven STTM, data migration and integration experience (ETL, APIs, batch interfaces) Strong SQL and advanced Excel
JIRA/Confluence, Agile and Waterfall, RAID and SDLC governance
Excellent communication, workshop facilitation and stakeholder management skills
Role Overview
We are seeking an experienced Senior Business Analyst with 8+ years of experience in Investment Banking, Wealth Management, and Investment Accounting. The ideal candidate will bring strong expertise in business analysis, stakeholder engagement, accounting platforms, data migration, system integration, and Source-to-Target Mapping (STTM).
The candidate will act as a bridge between business and technology teams, lead business discussions and requirements workshops, and support transformation initiatives involving portfolio accounting, investment operations, and wealth management platforms.
Key Responsibilities
- Lead business discussions, discovery workshops, and requirements gathering sessions with business stakeholders, subject matter experts, operations teams, product owners, architects, and technology teams.
- Elicit, analyze, document, validate, and prioritize business and functional requirements.
- Prepare and maintain Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), use cases, process flows, business rules, user stories, acceptance criteria, and traceability artifacts.
- Develop and maintain Source-to-Target Mapping (STTM) documents for data migration, conversion, and system integration initiatives.
- Perform source-data analysis, data lineage assessment, field-level mapping, transformation-rule definition, reconciliation, and target-data validation.
- Conduct current-state and future-state process analysis, gap analysis, impact assessment, and dependency analysis.
- Collaborate with architects, developers, data engineers, QA teams, vendors, and business users throughout the project lifecycle.
- Support UAT planning, test-case review, execution coordination, defect triage, business validation, and sign-off.
- Participate in platform migration, data conversion, system modernization, and operational transformation programs.
- Ensure delivered solutions align with investment accounting, reporting, reconciliation, risk, control, and operational requirements.
Required Skills and Experience
Domain Expertise
- Investment Banking and Wealth Management
- Investment Accounting and Portfolio Accounting
- Securities processing, custody, and asset servicing
- Trade lifecycle, positions, transactions, cash, and corporate actions
- Financial reporting, general ledger, reconciliation, and operational controls
Platform Experience
Strong experience with one or more of the following platforms:
- SEI Wealth Platform
- FIS AddVantage
- Schwab platforms
- LPL Financial systems
- TCS BaNCS
- Addepar
Business Analysis and Stakeholder Skills
- Requirements elicitation, analysis, documentation, validation, and management
- Ability to lead structured business discussions with stakeholders and translate business needs into clear, actionable requirements
- Stakeholder management across business, operations, product, technology, data, and vendor teams
- Business process modelling, functional specifications, use cases, user stories, gap analysis, and impact assessment
- Excellent written and verbal communication, workshop facilitation, presentation, and negotiation skills
Data, Mapping, and Integration Skills
- Source-to-Target Mapping (STTM), including field-level mapping, transformation logic, defaulting rules, reference-data lookups, and validation criteria
- Data migration, conversion, lineage, profiling, cleansing, validation, and reconciliation
- Interface and integration analysis across upstream and downstream systems
- Working knowledge of ETL concepts, APIs, batch interfaces, files, databases, and data warehouses
- SQL querying, advanced Excel, and data analysis skills
Tools and Delivery Methodologies
- JIRA and Confluence
- Microsoft Excel, Word, and PowerPoint
- Agile / Scrum and Waterfall delivery methodologies
- Requirements traceability, RAID management, and SDLC governance
VDart: Digital Consulting & Staffing Solutions
VDart is a leading digital consulting and staffing company founded in 2007 and headquartered in Alpharetta, Georgia. VDart is one of the top staffing companies in USA & also provides technology solutions, supporting businesses in their digital transformation journey. Digital consulting services, Digital consulting agency
Core Services:
- Digital consulting and transformation solutions
- Comprehensive staffing services (contract, temporary, permanent placements)
- Talent management and workforce solutions
- Technology implementation services
Key Industries: VDart primarily serves industries such as automotive and mobility, banking and finance, healthcare and life sciences, and energy and utilities. VDart - Products, Competitors, Financials, Employees, Headquarters Locations
Notable Partnership: VDart Digital has been a consistently strong supplier for Toyota since 2017 Digital Transformation Consulting & Strategy Services | VDart Digital, demonstrating their capability in large-scale digital transformation projects.
With over 17 years of experience, VDart combines staffing expertise with technology solutions to help organizations modernize their operations and build skilled workforce capabilities across multiple sectors.
