Title Business Analyst/Project Manager-Financial Solutions
Start Date 2019-01-11
Job Information

(Respond to:  Diane Katz-Primesoft Inc. diane.katz@primesoftinc.com)


Summary: Our Client, a Reg-Tech Company specializes in analyzing data and diagnosing and solving problems for banks, insurance companies, and other highly-regulated institutions. Their software platform automatically remediates data issues. Their Validator combines artificial intelligence methods with rule analysis, and profiling to fundamentally change the accuracy of their client’s organization’s data. Their software is reliable, easy-to-use, and meaningful, engineered to simplify their clients’ workflows.

Our Client differs from other consulting and software firms not only by the depth of their client relationships, but also by the agile and focused problem-solving approach they take to address their clients’ critical issues. The ideal candidate is a talented individual with a Financial Services/Risk Management background. This candidate must be a self-starter capable of performing in the role of individual contributor as well as a contributing member of the team and that will assist with their client’s regulatory, compliance and business needs

The ideal candidate must exhibit strength outlined under Section 1, core skills. Experience that aligns with the other sections (2,3,4) will also help a candidate to succeed in the role.   

1-Core Skills

  • Strong Computer Skills – Should like to “tinker” and have a natural curiosity to want to “figure out how things work”

  • Strong storyteller with the ability to communicate technical details to wide audiences

  • This trait should be noticeable in all work product

  • Strong Excel (pivot tables, v lookups), Access, Word and Power Point

  • Roadmap – Experience explaining current state and how to arrive to a desired state

  • Attention to detail and ability for self-management of assigned tasks

  • Education – BA/BS in Finance, Engineering, Mathematics, or Computer Science

2-Financial Experience

Bank Regulatory/Compliance Expertise

  • AML Compliance

    • Transactional Conflicts

    • Y9C/CALL Reporting

    • CCAR

    • SEC

    • Federal Reserve / FFIEC Reporting

  • Financial modeling

  • Asset Liability Management

  • Financial Planning and Analysis

3-Data Experience

  • Science – Experience working analytically with large datasets

  • Management

  • Design/Architecture (UML-2) Analysis

  • Reconciliation

  • Normalizing various forms of data

  • Collation of data from external sources

  • Knowledge of Python and/or SQL is preferred


  • Process Improvement/Controls

  • Project Management

  • Sales/Marketing

 (Respond to:  Diane Katz-Primesoft Inc. diane.katz@primesoftinc.com)