Title Business Analyst/Project Manager-Financial Solutions
Start Date2019-01-11
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



Federal Reserve / FFIEC Reporting

Financial modeling

Asset Liability Management

Financial Planning and Analysis

3-Data Experience

Science – Experience working analytically with large datasets


Design/Architecture (UML-2) Analysis


Normalizing various forms of data

Collation of data from external sources

Knowledge of Python and/or SQL is preferred


Process Improvement/Controls

Project Management


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