compLogoBusiness Systems Analyst – Wealth ManagementCompany: INCEDOHybridFort Mill, SC, USA
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