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Insight Global Lead Product Analyst (Wealth Management/Securities) in Santa Ana, California

Job Description

Insight Global is seeking a techno functional Product Analyst for our wealth management value streams and technologies. In this role you will utilize your strong financial literacy and knowledge of securities, investing, trading and brokerage processes to contribute to our fast-growing team. You will evaluate business processes and create technology solutions to help high net worth individuals reach their investment goals. This role includes analysis of opportunities & issues, understanding current state business and technology processes, identifying/evaluating proposed solutions, and partnering across multiple teams to deliver new and enhanced capabilities to meet the evolving needs of our customers. You will perform and support knowledge sharing on value-add solutions, enabling business colleagues to fully utilize system capabilities and enable growth of our client base.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

   

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

  • Bachelor of Science degree in a technical discipline, business, or related field

  • 7+ years of Information Technology experience in a business systems analyst or similar function

  • Strong financial literacy and 5+ years of experience working with securities, investing, trading, brokerage and settlement processes

  • Strong understanding of business process optimization and automation concepts

  • Experience working with FIS Addvantage and FIS Investor'sView

  • Experience documenting business cases and/or business requirements null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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