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Technical Business Analyst – Wealth Management

Technical Business Analyst – Wealth Management

Hybrid

Warren county, United states

Senior

Freelance

24-07-2025

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Expired

Skills

Communication Jira Data Analysis SQL Gap Analysis Databases power bi SQL Server Confluence

Job Specifications

Role - Tech BA-Wealth/Capital
Location - Warren, NJ - Hybrid
Experience - 12+ years
A Wealth Management Business Analyst with strong experience in financial services, with advanced SQL and T-SQL skills to support data analysis, reporting, and backend system enhancements.
Skills & Competencies
SQL / T-SQL: Advanced query writing, stored procedures, functions, indexing, performance tuning.
Data Modelling: Understanding of relational databases and financial data structures.
Business Analysis: Requirement gathering, process mapping, gap analysis.
Financial Acumen: Knowledge of investment products, client segmentation, and regulatory requirements.
Tools: Microsoft SQL Server, SSMS, Power BI, Excel, Jira, Confluence.
Communication: Strong verbal and written skills to interact with technical and non-technical stakeholders