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
