Business Systems Analyst - Wealth Management

Business Systems Analyst (BSA) – Wealth Management

Location: Fort Mill, SC (Hybrid)

Employment Type: Full-Time

Role Overview

We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization. This role requires a senior techno-functional professional with deep expertise in wealth management platforms, enterprise system integrations, API-driven architectures, data analysis, and solution design.

Required Qualifications

 13+ years of experience as a Business Systems Analyst / Techno-Functional Analyst within enterprise environments.

 Strong experience in Wealth Management, Asset Management, Brokerage, or Financial Services domains.

 Strong hands-on technical analysis experience with APIs, integrations, SQL, and enterprise applications.

 Expertise in requirement analysis, system analysis, and technical documentation.

 Strong understanding of REST APIs, JSON, XML, microservices, and distributed systems.

 Advanced SQL skills with ability to perform complex data analysis and validation.

 Experience working with relational databases such as Oracle, SQL Server, PostgreSQL, or Snowflake.

 Experience with Agile/Scrum methodologies and tools like Jira/Confluence.

 Strong understanding of SDLC, system integrations, and enterprise application ecosystems.

 Experience creating:

o BRDs

o FRDs

o User Stories

o Process Flows

o Data Mapping Documents

o Sequence Diagrams

o API Specifications

 Excellent stakeholder management and communication skills.

Preferred Qualifications

 Experience with wealth management platforms such as Addepar, Orion, Charles River, Pershing, Fidelity, or similar ecosystems.

 Exposure to cloud platforms such as AWS or Azure.

 Experience with event-driven architecture, Kafka, or middleware platforms.

 Knowledge of FIX protocols, trade processing, or investment operations is a plus.

 Prior experience working in highly regulated financial environments.

 Exposure to data warehousing and reporting platforms.

 Understanding of automation and digital transformation initiatives within financial services