Description:

• Must have strong ETL & Data Testing experience to understand the Application underlying data flow/processing with Wealth management or Trade Application knowledge and experience

• Requires strong knowledge of Broadridge/Trade Platform EBCDIC file structures (or ISM as they are similar)

• Ability to write a high level requirement which will contain the Principles and rationale for how we will sanitize the Broadridge/ Trade Platform files

• Ability to write the detailed technical extract specifications to attributize the files consistently across all files. Including headers, trailers, and other technical non functional requirements (e.g. info sec, etc)

• Ability to write reconciliation requirements that ensure that the files received equal the files generated - e.g. same number of rows, and what makes sense for the particular file being sanitized.

• Strong experience with Broadridge or ISM type financial files and ability to work with EBCDC.

• Ability to write technical specifications for new files which will be generated.

Skills:

• Strong Consultative skills;

• Strong Communication skills - both verbal and written

• Strong presentation skills - to lead large meetings and bring a variety of seniority of stakeholders along on the requirement journey.

• Ability to lead brainstorming sessions

• Ability to pre-research topic and have a shell of requirements prior to meeting with business

• Ability to write powerpoint decks and surface high level requirements, potential solutions, pros, cons to help management make decisions

• Self driven - can write a plan to get through requirements; can drive the work forward and needs minimal oversight to be able to deliver effectively.

• Ability to analyze, document and assess critically current state processes; current state technical processes; and drive to future state process and technical processes with the viewpoint of getting to a solution that solves the problem.

• Ability to explain the rationale for why you would select one solution versus another.

Ability to write comprehensive high level business requirements including current and future state using their own research and later on adding input from the relevant stakeholders

Ability to write detailed requirements functional and non functional and including down to the data attributes for extracts and/or API integrations, etc from their own analysis and research and then adding input from the relevant stakeholders

Education:

• Successful candidate will have a BA in Economics and/or Finance or other Financial Educational background (MA, etc)

• Industry certifications - one of the CIM, CSC, CFA, etc

• If a candidate also has some technical background / training, dependent on the detailed role, this is extremely helpful but does not outweigh the financial training.

Experience:

• Successful candidate will have experience either in Wealth Front office or operations working in the business

• Successful candidate will have experience as a BA writing requirements

• Successful candidate will have consulting experience from EY, Capco, Deloitte focused on Wealth Management

Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, temporary positions and remote jobs for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs.
As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.Our ServicesW3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.We specialize in placing permanent, direct, contract, temporary positions and remote jobs for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.Our ExpertiseW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs.As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.