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SynergisticIT

nlp scientist

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Technical Business Analyst with Wealth Management (AI/ Chatbot/ Machine learning or NLP)

NAVA Software Solutions

Manhattan, NY • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Key responsibilities

  • Perform technical and functional analysis of platforms and applications, and document current and future states.

  • Gather, analyze, and document requirements by coordinating with stakeholders across different teams.

  • Create and manage design documentation including specifications, process flows, architecture, and data flow.

Job description

NAVA Software solutions is looking for a Technical Business Analyst with Wealth Management(AI/ Chatbot/ Machine learning or NLP)
Details:
Technical Business Analyst with Wealth Management (AI/ Chatbot/ Machine learning or NLP)
Location: New York New York 10004 - Hybrid 3 days a week onsite
Duration: 12 months
Generative AI Technology team is a dynamic and fast-paced area within the Firms WM Technology Division. We are responsible for creating Generative AI platform for the firm and working with partners such as OpenAI, Scale.AI and Kore.ai . This technology is disrupting way business in conducted. Team uses cutting edge innovative AI/NLP technology in building Virtual Assistants/co-pilots to support multiple business units like Wealth Management Operations and Wealth Management Research. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, Generative AI technology is the place for you.
Position Overview:
  • Technical and functional analysis of platforms/applications and documentation of current state and to-be state
  • Extensive coordination and collaboration for gathering requirements and technical details with key stakeholder across different teams (development, architecture, QA and SMEs)
  • Robust management and complete ownership of design documentation entailing functional specifications, technical & functional process flows, technical architecture, technical sequence and data flow, integration specifications
  • Communicate effectively - both verbally and written - to peers, business and technology partners to include strong questioning and listening skills and the ability to look beyond obvious answers to understand impacts.
    • Interview business/other solution management counterparts to effectively draw out and articulate the business need/problem/ opportunity to be addressed. Provide scaled options for implementation based on the business need.
    • Gather and analyze requirements. Organize and document business needs to enable design and development, including elicitation and documentation of current state and future state workflows, user stories, acceptance criteria, data mapping and UI wireframes.
    • Elicit and document processes and procedures, as well as partner in preparing training and adoption materials
    • Lead and influence cross-functional teams.
  • Extensive follow-ups and proactive communications with team members to get the required details for ensuring on-time deliveries
  • Developing technical solutions to business problems and requirements begins with defining, analyzing and documenting requirements. Managing requirements at the project level can help fulfill business needs
  • Build out of a knowledge repository detailing the entire business solution architecture and application ecosystem
  • Working in the GenAi CoE to set guardrails , policy, procedures.
  • Working on Gen Ai use cases, possibilities and implementations

Requirement:
  • 10+ years of demonstrated experience in a large complex banking organization or major consulting firm acting as a Sr. Business analyst or product owner capacity.
  • Domain and system knowledge to turn customer needs into business requirements and technology business outcomes.
  • Competent and experienced in technology environments (e.g., platforms, applications, databases, organizational structure and culture, teams involved in the successful completion of technology initiatives, etc.).
  • Effective partner management skills, expertise in facing senior business partners and ability to engage with functional specialists from other departments of the bank.
  • Thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
  • SQL experience in data analysis and Outstanding analytical and problem solving skills
  • Understanding the value of diversity in the workplace and is dedicated to fostering an iclusive culture in all aspects of working life so hat people from all the background receive equal treatment, realize there full potential and can bring their full authentic selves to work.
  • Good communication, teamwork, and influencing skills; ability to communicate effectively with the team and key business representatives.
  • Outstanding analytical and problem solving skills
  • Understanding of requirements of large enterprise applications (security, entitlements, etc.)
  • Experience with working in an Agile squad/chapter setup. Practiced understanding of Agile development methodologies and understanding of DevOps Integration
  • Strong familiarity with Agile software/tools (e.g., JIRA) and DevOps processes and tools (e.g. Jenkins and TeamCity).
  • Effective time management, Ability to work under pressure with different moving parts and deliver to tight deadlines
  • Proficient with MS Office applications: Excel, Visio, Word, and PowerPoint and usage of sharepoint, JIRA , etc.
  • Effective listener, speaker, reader and writer - able to bridge business and technical domains, promote best practices, and enforce good governance within challenging timelines
  • Experience in analyzing product level or large initiatives

Primary skills
  • Knowledge of Wealth Management business and Client Onboarding & Account opening
  • Understanding of chatbots/ LLM/ML
  • Experience in creating and working on policy , procedures, guardrails or CoE would be beneficial
  • Understanding of design documentation - Functional & Non-Functional specifications, Technical Architecture, Process flows, Technical and Data sequence flows, Integration specifications
  • Experience in participating Production Support and Triaging discussions and ability to analyze the incidents/defects to identify failure/improvement areas
  • Experience in MS office, MS Visio, SharePoint, Jira,
  • Good understanding of technology stack and N-tier architecture, UX, UI, APIs/Web services, business workflow, MQ, database, SQLs and batch processing
  • Understand business objectives. Working with users to formulate business & system requirements.
  • Identifying, investigating, and analyzing business processes, procedures and work practices.
  • Identifying and evaluating inefficiencies and recommending optimal business practices, and system functionality and behavior
  • Good understand of synchronous, asynchronous business workflow and processing.
  • Experience in agile, for planning, leading, organizing, and motivating agile project teams. Achieve a high level of performance and quality and deliver agile projects that provide exceptional business value to users. Good in user story writing and grouping
  • Good verbal communication skills and presentation skills.
  • Strong ability to take ownership and run stakeholder meetings
  • Be excellent at time management
  • Strong leadership skills
  • Good documentation and writing skills
  • Stakeholder management
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About NAVA Software Solutions

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NAVA is a strategic partner for companies seeking to develop or customize software and products. Our team of experts leverages cutting-edge technology and deep industry knowledge to provide customized solutions that drive business success. Whether you're looking to improve your operations, increase efficiency, or bring a new product to market, NAVA has the expertise and resources to help you achieve your goals. Trust us to be your partner in software and product development.

Industry

It services

Company size

51 - 200 Employees

Headquarters location

Rocky Hill, CT, US

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