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Job Description

Bus. specialist with data analysis

Job Summary

  • Location: Texas

  • Project role: Bus. specialist with data analysis

  • Skills: Business Analysis

  • Secondary Skills:
    • Data Analysis
    • Agile methodology

  • No. of positions: 2

  • Pay Range Minimum: $74000

  • Pay Range Maximum: $151800

Job description:

Work Location: San Antonio , Texas
Client interview: Yes
No. of Positions 1
Job Title/Role: BA with Pershing /Wealth Management experience
Experience(Years): 10+
Mandatory skills: BA , Pershing , Netx360 , Wove 2.0 ,Wealth & Investment Banking

Detailed Job Description:

  • Collaborate with portfolio managers, investment analysts and other stakeholders to understand business goals and challenges.

  • Elicit, document, and validate business requirements, ensuring they align with the organization’s investment strategy.

  • Define user stories, workflows, and acceptance criteria for new solutions or enhancements.

  • Work closely with development and IT teams to design and implement solutions, including investment management systems and trading platforms.

  • Support the testing process by creating test plans, test cases, and coordinating UAT (User Acceptance Testing)

  • Analyze financial and investment data to support business decisions

  • Act as a bridge between technical teams and business units, ensuring clear communication and alignment
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    Compensation and Benefits

    A candidate’s pay within the range will depend on their work location, skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year.

    Disclaimer

    HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to secure@hcltech.com for investigation.

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