Job Description
Position Summary:
We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in driving strategic initiatives, solving complex business challenges, and delivering impactful solutions through close collaboration with stakeholders and technical teams. The ideal candidate will have a strong background in relationship management, business process analysis, and technology-driven solution delivery within the wealth management domain.
Key Responsibilities:
Strategy & Planning
Partner with business leaders to understand strategic goals and translate them into actionable initiatives.
Identify opportunities for process improvement and technology enablement.
Requirement Gathering
Conduct detailed business analysis to capture functional and non-functional requirements.
Facilitate workshops, interviews, and documentation sessions with stakeholders.
Project Delivery
Lead cross-functional project teams from initiation through execution.
Ensure timely delivery of solutions aligned with business objectives and compliance standards.
Stakeholder Management
Serve as the primary liaison between Portfolio & Wealth Advisory stakeholders and technical teams.
Build and maintain strong relationships across departments to ensure alignment and transparency.
Data Analysis & Reporting
Analyze data to uncover trends, insights, and opportunities for optimization.
Develop and maintain dashboards and reports to track project progress and business performance.
Qualifications:
Bachelor’s degree in Business, Finance, Information Systems, or related field; MBA or relevant certification (e.g., CBAP, PMP) is a plus.
5+ years of experience as a Business Analyst, preferably in wealth management or financial services.
Proven track record of delivering technology-enabled business solutions.
Strong analytical, problem-solving, and communication skills.
Experience with Agile and Waterfall methodologies.
Proficiency in data analysis tools (e.g., Excel, SQL, Tableau) and project management software.