|
|
|
| Business Analyst |
|
|
| Skill |
Business analysis, investment, trust |
| Location |
san francisco, CA |
| Total Experience |
Not Mentioned
|
| Max Salary |
Not Mentioned
|
| Employment Type |
Contract Jobs (Temp/Consulting) |
| Job Duration |
8 months |
| Domain |
Any
|
|
|
| Description |
BUSINESS ANALYST
* Handle all Money Manager Fee set up forms
* Map all client agreements and data elements and disclosures
* Map all fee schedule disclosures
* Map client profile questions and scoring to IPS (investment profile statement which is a legal document for fee schedules) prototypes
* Create initial templates for fee schedules, account agreements and disclosures
Skills:
* Strong business analysis
* Investment and trust
Preference:
* Financial/banking experience
* Worked with changing a product programs
* Worked with changing a fee schedule |
|
|