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Retail Advisory Accounts Business Analyst
Position Overview A quickly growing, financial software and services provider is currently looking to fill a new business analyst position. This position will focus on writing business and functional requirements for retail brokerage advisory programs. Firm Overview: FolioDynamix Overview: FolioDynamix is a leader in the fast growing managed account industry providing innovative and industry leading solutions to support Unified Managed Accounts (UMA), Unified Managed Households (UMH), Separately Managed Accounts (SMA), Mutual Fund Advisory (MFA), Rep-As-Manager, and Fee-based Rep-As-Advisor programs. Leading firms utilize FolioDynamix highly scalable, proprietary technology to manage and process over 3.5 million investment portfolios daily. The FDx platform, a configurable thin client...
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