As a Business Analyst / Project Manager in wealth management bridges technical teams and business units, handling requirements gathering, process mapping, and project documentation. You will facilitate stakeholder engagement, monitor project timelines/budgets, and ensure compliance with regulatory standards. Key duties include documenting user stories, managing risk trackers, and coordinating system rollouts.
Key Responsibilities
Project Coordination & Planning: Develop and maintain project schedules, charters, and documentation, ensuring activities meet budget and business goals.
Business Analysis & Requirements: Elicit, analyze, and document business requirements, translating them into functional specifications and user stories.
Process Improvement & Mapping: Analyze existing processes, identifying opportunities for efficiency improvements and documenting workflows.
Stakeholder Management: Coordinate with subject matter experts, technology staff, and external vendors.
Compliance & Reporting: Ensure projects adhere to internal compliance and regulatory requirements.
Testing & Rollout: Coordinate user acceptance testing (UAT) and manage product/process rollouts.
Required Skills and Qualifications
Experience: 2-5 years of experience in project management/coordination and business analysis, ideally in banking or wealth management.
Technical
Skills:
Proficiency in Microsoft Office (Excel, PowerPoint) and experience with project management tools.
Education: Bachelor’s degree in Business, Finance, or a related field.
Knowledge: Understanding of wealth management systems (e.g., banking/lending, brokerage systems) and regulatory frameworks.
Soft Skills:
Strong communication, facilitation, and critical thinking skills.
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