Business Analyst with Wealth management & Crypto - Hybrid

Title

Business Analyst with Wealth management & Crypto - Hybrid

Location

New York City, NY

Length

Long term

Restriction

w2 or c2c

Description

• WebCam Interview
• Long term project
• LinkedIn Must
• Hybrid (3-4 days onsite per week) at NJ / Downtown New York City, NY / Alpharetta, GA / Menlo Park, CA

Key Responsibilities

• Product Ownership & Strategy
  • Own and manage the product backlog for platforms supporting brokerage, wealth management, and digital asset operations
  • Define product vision, roadmap, and priorities aligned with business and regulatory requirements
  • Translate business goals into epics, user stories, and acceptance criteria
  • Act as the primary point of contact between stakeholders and delivery teams
• Business Analysis
  • Elicit, analyze, and document business requirements across front, middle, and back office functions
  • Map end-to-end workflows including order management, trade execution, clearing, settlement, custody, and reconciliation
  • Identify process gaps, inefficiencies, and automation opportunities
  • Support UAT planning, execution, and defect triage
• Operations & Reconciliation
  • Work closely with operations teams on:
    • Cash, position, and trade reconciliations
    • Break management and exception handling
    • Corporate actions and fees processing
  • Ensure systems support accurate and timely reporting across internal and external counterparties
• Crypto & Digital Assets (Preferred)
  • Support products involving crypto trading, custody, wallets, tokenized assets, or digital asset reporting
  • Understand differences between traditional and blockchain-based settlement models
  • Collaborate with compliance and risk teams on controls, auditability, and regulatory alignment
• Stakeholder & Delivery Collaboration
  • Partner with engineering, QA, compliance, risk, and operations teams
  • Participate in agile ceremonies (sprint planning, reviews, retrospectives)
  • Ensure delivered solutions meet business, operational, and regulatory expectations

Required Skill

• 15+ years of experience as Business Analyst
• 7+ years expertise with Wealth management and brokerage
• 5+ years of experience as a Product Owner, Business Analyst, or similar role in financial services
• Involved in breaking high level technical requirement into detailed technical requirement
• Involved in Agile process with technology team
• Experience with E‑trade and any brokerage related platforms
• Strong understanding of cryptocurrencies, blockchain fundamentals, DeFi, Web3, and token economics
• Strong background in brokerage and/or wealth management
• Solid understanding of middle office or back office functions, especially reconciliation and settlements
• Experience writing clear, testable business and functional requirements
• Familiarity with Agile/Scrum methodologies
• Excellent communication and stakeholder management skills

Preferred / Nice to Have

• Experience with crypto, digital assets, or blockchain-based platforms
• Knowledge of custody systems, OMS/EMS, clearing platforms, or fund accounting systems
• Exposure to regulatory environments (SEC, FINRA, MiFID, AML/KYC)
• Experience with data reconciliation tools, reporting platforms, or SQL
• CSPO, PMI‑PBA, or similar certification

Key Skills

• Product backlog management
• Business process modeling
• Trade lifecycle & reconciliation
• Agile delivery
• Stakeholder communication
• Regulatory awareness
• Digital asset domain knowledge