7+ years of experience as a product owner/technical business analyst with expertise in different technologies, business areas, end-to-end application analysis
Systems background and understanding of Wealth Management, Financial/Retirement Planning, historical investment performance, asset classification
Skillful in gathering/analyzing requirements/features, and hands on experience in writing and presenting creating high level designs, and process flows/workflows, and detailed software requirements specifications for the following:
Analytic calculation logic, financial projections, tax calculations and other complex calculation
User interface (UI) requirements
Report and UI analysis result
Data models and requirements
Batch data feeds
Solid understanding of multi-tiered technology solutions with experience in end-to-end design and development of comprehensive solutions for integration with multiple applications and third party vendor
