Note: The job is a remote job and is open to candidates in USA. Kforce Inc is seeking an experienced Business Analyst III to support the implementation of a wealth custodial platform. The role will gather and document requirements, map processes and integrations, support testing and readiness activities, and coordinate among business users, IT teams, vendors, and risk partners.
Responsibilities
- Partner with business stakeholders (e.g., account administrators, operations teams, reporting teams) to elicit, document, and prioritize functional and non-functional requirements for the custodial platform
- Translate configuration decisions into documented requirements that clearly articulate the business rationale, expected outcomes, and integration architecture across systems
- Document the rationale, assumptions, and control considerations underlying configuration and integration decisions for future reference, audit, and change management, ensuring traceability between configuration decisions and expected business outcomes
- Partner with business stakeholders to identify system integrations needed to achieve specific business objectives and operational outcomes
Skills
- 5-9 years as a business analyst in wealth management, custody, or investment operations
- Prior experience with custodial platform implementations (e.g., SEI Wealth Platform, Charles River, or proprietary systems), particularly with cloud-based or SaaS solutions requiring configuration and integration work
- Experience documenting system integration requirements and translating business outcomes into integration architecture
- Experience documenting system integrations and defining integration requirements
- Experience supporting testing activities and quality assurance
- Deep understanding of investment products (e.g., equities, bonds, mutual funds), account types (e.g., advisory, custody, IRA, trust), and back-office functions (e.g., trade settlement, asset servicing)
- Familiarity with operational processes across multiple functional areas (e.g., operations, finance, risk, compliance)
- Strong expertise in process modeling tools (Visio, BPMN)
- Proficiency in requirements management tools
- Data analysis capabilities and ability to map data flows and integration points across systems
- Strong communication, problem-solving, and stakeholder management abilities
- Demonstrated adaptability and ability to wear multiple hats and shift priorities to meet business needs
- Strong analytical mindset with ability to connect tactical configuration and integration decisions to strategic business outcomes
- Comfort engaging with risk and control perspectives to identify operational vulnerabilities and design appropriate mitigations
- Experience with cloud-based platform implementations
- Experience working with operational risk and control functions
- Familiarity with wealth management regulatory frameworks
- Understanding of operational risk management principles
Benefits
- Medical, dental, and vision insurance for eligible employees
- Health Savings Account (HSA) for eligible employees
- Flexible Spending Account (FSA) for eligible employees
- 401(k) for eligible employees
- Life, disability, and accidental death and dismemberment (ADD) insurance for eligible employees
- Salaried personnel receive paid time off
- Hourly employees on a Service Contract Act project are eligible for paid sick leave
Company Overview
Company H1B Sponsorship