Duration: 6 months Location: New York, NY 10004
*Candidates must be willing to work West Coast hours*
10:30am - 7:30pm ET, daily
• 3-5 years of experience in financial services
• Manage various business and functional requirements associated with Analytics and Insights
• Manage various threads of work associated with content creation and distribution.
• Help create and maintain various types of automation capabilities to assist with content creation
• Leverage extensive financial product knowledge to help target actionable ideas that will help
Financial Advisors better manage their books of business.
• Partner with business/product areas to develop specific distribution strategies for their
investment ideas and help them target those ideas to the appropriate FA segments based on
their portfolio, behavior and preferences.
• Help manage various user acceptance testing deliverables.
• Help manage various ad hoc and analytical tasks that are needed to support the various insights
and analytics platforms.
• Helping the various business partners articulate their analytical requirements.
Use of technologies and tools such as:
Interwoven Content Management System (CMS)
Rule Based Wizard (RBW)
Unified Functional Testing (UFT)