E*Pro Inc.
Fintech & PaymentsDirect SmartRecruiters career site

Wealth Management Business Analyst

Location
Philadelphia, PA
Job type
Full-time
Level
Mid-level
Listed
31 days ago

Skills & highlights for this role

  • requirements documentation
  • use case development
  • functional testing
  • SDLC

Also useful

  • trading systems
  • portfolio management systems
  • financial planning tools

About the role

Job Title: Wealth Management Business Analyst Location: Philadelphia, PA Job Type: Permanent Full Time Description: * Experience in Trading System / Portfolio Management System / Financial Planning Tools * Experience in Wealth Management / Capital Market is must * The associate should be able to understand the requirement thoroughly from business and should be able to articulate it in Requirement document * Should be able to come up with Use Cases * Effective communications skills * Experience with functional testing * Through understanding of SDLC phases

About the Company

E*Pro Consulting service offerings include contingent Staff Augmentation of IT professionals, Permanent Recruiting and Temp-to-Hire. In addition, our industry expertise and knowledge within financial services, Insurance, Telecom, Manufacturing, Technology, Media and Entertainment, Pharmaceutical, Health Care and service industries ensures our services are customized to meet specific needs.

Read the original posting

From E*Pro Inc.'s careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Wealth Management Business Analyst role at E*Pro Inc., it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

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Common questions

Where is the Wealth Management Business Analyst job at E*Pro Inc. located?

This Wealth Management Business Analyst position at E*Pro Inc. is located in Philadelphia, PA. Always check E*Pro Inc.'s application page for specific state eligibility or relocation policies.

What qualifications are required for Wealth Management Business Analyst at E*Pro Inc.?

For the Wealth Management Business Analyst role, E*Pro Inc. highlights experience with requirements documentation, use case development, functional testing, SDLC. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Wealth Management Business Analyst position at E*Pro Inc.?

This listing links directly to E*Pro Inc.'s SmartRecruiters application page. You can apply directly on E*Pro Inc.'s site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the SmartRecruiters application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.