Business Analyst - Wealth Management
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Job Title:
Business Analyst - Wealth Management
Job Summary
We are seeking an experienced Business Analyst with a strong background in Wealth Management and trading domain. The ideal candidate shall have over 5 years of experience in business analysis, with a proven track record of working in the Wealth Management domain. This role requires excellent analytical skills, the ability to work with cross-functional teams, and a deep understanding of financial products and services.
Key Responsibilities
- Collaborate with stakeholders to gather and document business requirements.
- Analyze and interpret complex data to provide insights and recommendations.
- Develop and maintain detailed business process documentation.
- Work closely with technical teams to ensure requirements are understood and implemented correctly.
- Conduct gap analysis and identify areas for improvement in business processes.
- Facilitate workshops and meetings to elicit requirements and drive consensus.
- Support the development and implementation of new systems and processes.
- Ensure compliance with regulatory requirements and industry standards.
- Provide training and support to end-users.
- Over 5 years of experience as a Business Analyst, with a focus on Wealth Management.
- Strong understanding of financial products, services, and regulations.
- Technical expertise in data analysis, SQL, and other relevant tools.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong problem-solving and critical-thinking abilities.
- Experience with project management methodologies is a plus.
- Experience with Agile methodologies.
- Knowledge of financial software and systems.
- Hands on experience in applications like Advent, Prospero. (Good to Have)
- Seniority level
Not Applicable
- Employment type
Contract
- Job function
Research, Analyst, and Information Technology - Industries
IT Services and IT Consulting
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