Business Analyst – Wealth Management at Orants.ai | Torre
Business Analyst – Wealth Management
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Orants.ai

Business Analyst – Wealth Management

Orants.ai
Posted by
Aayushi Bhawsar
Emma
Emma
You'll drive impactful wealth management programs, shaping financial futures.
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Full-time

Legal agreement: Contractor

Currency exchange and taxes to be paid by:

Depends on the location of the candidate

Compensation USD53/hour
Non-negotiable
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Hybrid (Hamilton, West 46th Street, Manhattan, New York, NY, USA)
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Posted 5 months ago

Requirements and responsibilities

Business Analyst – Wealth Management (25867-1) 📍 Location: New York, NY (Hybrid – NY or Hamilton Township, NJ) 💼 Employment Type: Contract 💰 Rate: $53/hr About the Role: We are looking for an experienced Business Analyst with a strong background in Wealth Management to support large-scale financial programs. The ideal candidate will bring hands-on experience in client servicing platforms, CRM systems, portfolio analytics, and compliance-related initiatives. Key Responsibilities: 1.Analyze and document business requirements for wealth management products such as investment portfolios, estate planning, tax optimization, trust services, insurance advisory, and retirement planning. 2 .Work on Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, supporting workflows and operations. 3.Partner with cross-functional teams—advisors, operations, compliance—to implement new features and ensure process efficiency. 4.Translate business needs into clear functional specifications and collaborate with technical teams for delivery. 5. Support data-driven decisions using Portfolio Analytics, data modeling, and scenario-based financial analysis. Required Skills & Qualifications: 1. 7+ years of experience in Business Analysis within wealth or investment management. 2. Strong understanding of CRM systems (Salesforce, D365) and financial data platforms. 3.Expertise in financial analysis, risk assessment, and client reporting. 4.Excellent communication and stakeholder engagement skills. Preferred Certifications: CFA, CFP, FRM, or other relevant financial credentials.
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