IL
Business Analyst β Wealth & Trust Management
ICONMA, LLC
- πΊπΈ United States
- Remote
- 20 hours ago
- triage
- Agile
- Waterfall
- Scrum
- SQL
- Regulatory Compliance
- SOX
- SOC2
- Jira
- Confluence
20 hours ago
Our Client, an IT Services and Consultant company, is looking for a Business Analyst β Wealth & Trust Management for their Remote location.
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Responsibilities:
- Conversion / Deconversion
- Lead and support client/book-of-business conversions and deconversions on/off the CLIENT AddVantage platform, including data mapping, gap analysis, and reconciliation.
- Coordinate with source and target system teams to define data conversion rules, mapping templates, and validation criteria.
- Develop and execute test plans for conversion cycles (mock conversions, parallel testing, dress rehearsals) and manage defect triage.
- Document conversion runbooks, cutover plans, rollback strategies, and post-conversion sign-off procedures.
- Configuration
- Analyze business requirements and translate them into AddVantage system configuration specifications (account types, fee schedules, product codes, tax lot rules, statement/reporting parameters, workflow rules, etc.).
- Configure and maintain platform parameters in line with trust and wealth management business rules and regulatory requirements.
- Perform configuration impact analysis prior to implementing changes in production environments.
- Enhancements
- Gather, analyze, and document business requirements for platform enhancements from Wealth/Trust operations, Compliance, and Relationship Management teams.
- Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), and user stories for enhancement initiatives.
- Partner with CLIENT product teams and internal IT to prioritize, scope, and validate enhancement requests.
- Support UAT (User Acceptance Testing) for enhancement releases, including test case creation and defect management.
- Change Request (CR) Management
- Own the end-to-end change request lifecycle β intake, impact assessment, prioritization, approval, implementation tracking, and closure.
- Liaise with CLIENT vendor teams for CR submission, status tracking, and resolution.
- Maintain CR logs, traceability matrices, and audit documentation in line with governance and compliance standards.
- Support change advisory board (CAB) discussions and release management activities.
- General / Cross-Functional
- Act as the subject matter expert (SME) for CLIENT AddVantage functionality within the Wealth and Trust Management domain.
- Collaborate with QA, technology, and operations teams to ensure smooth SDLC delivery (Agile/Waterfall as applicable).
- Support production issue triage and root-cause analysis related to AddVantage functionality.
- Ensure all deliverables adhere to regulatory, audit, and internal control requirements relevant to trust and fiduciary business.
- Prepare status reports, dashboards, and stakeholder communications.
Requirements:
- 10β15 years of experience as a Business Analyst supporting CLIENT AddVantage (or equivalent trust/wealth accounting platforms).
- Proven experience in at least two of the following: conversions/deconversions, configuration, enhancements, change request management.
- Strong functional knowledge of Wealth Management and Trust Management domains β trust accounting, fiduciary operations, account administration, fee billing, tax processing, and reporting.
- Experience writing BRDs, FSDs, user stories, and test cases.
- Hands-on experience with SDLC methodologies (Agile/Scrum and/or Waterfall).
- Strong data analysis skills β mapping, reconciliation, and validation, particularly for conversion projects.
- Experience with SQL for data analysis/validation (preferred).
- Excellent stakeholder management, communication, and documentation skills.
- Experience coordinating with CLIENT vendor support teams for issue resolution and CR delivery.
- Preferred / Good to Have
- Prior experience with core banking or trust platforms beyond AddVantage (e.g., TrustDesk, Charlotte, GWP, or similar).
- Knowledge of regulatory/compliance frameworks applicable to trust and fiduciary businesses (e.g., OCC regulations, SOX, SOC1/SOC2).
- Experience with JIRA, Confluence, or similar tools for requirement and CR tracking.
- Exposure to test management tools (HP ALM, qTest, Zephyr, etc.).
- Prior experience in banking, asset management, or private wealth firms.
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
Business Analyst β Wealth & Trust Management Β· ICONMA, LLC