Envestnet

Key Skills & Keywords (Dice/Indeed Optimized):

· Envestnet, Yodlee, Yodlee Data APIs, FastLink

SME, Business Analyst, Wealth Platform SME
Account Aggregation, Transactions, Investments, Holdings
Wealth Management, Banking, FinTech, WealthTech
Requirements Gathering, BRD, FRD, User Stories
Agile, Scrum, UAT, SDLC
REST APIs, JSON, SQL, Data Analysis
JIRA, Confluence

Role Highlights:

·Act as SME for Envestnet and Yodlee platforms

Drive functional requirements and integration design
Support API integrations, data validation, and UAT
Collaborate with product, engineering, and compliance teams