Business Analyst (Wealth Management)

Description

In this role, you’ll be on the front lines helping our clients plan, create, and deliver digital experiences. Ideally, this candidate will have strong and demonstrated business analysis chops, collaboration and consulting skills. As part of our multidisciplinary team, you’ll be at the center of projects and connected all the way through from concept to execution.

The Business Analyst acts as a liaison between Strategists, Designers, End Users, Technologists and Quality Assurance Analysts to gather, analyze, define and document functional and/or technical requirements for technology projects to support delivery for internal and external clients.

RESPONSIBILITIES

• Work across a spectrum of large- and small-scale digital projects including: websites, applications, digital products and services, front and back-end systems and software

• Guide technology design, development and maintenance activities which will help clients meet their business requirements and end user needs

• Define digital experiences that deliver exceptional user experience and deliver on client’s strategic objectives and vision

• Balance user needs with our client’s business goals, market viability and technical feasibility

• Articulate business decisions and trade-offs to internal and external stakeholders

• Assess and establish return on investment associated with recommendations

• Receive and facilitate client feedback, know how and when to have a point of view on business decisions

• Collaborate closely with Strategists, Designers and Technologists to define and generate solutions that meet requirements

• Collaborate with clients and data strategy to establish measurable requirements and trackable KPIs

• Collect, understand and create requirements documents, data and process documents (flows, diagrams and maps in Miro, Visio or similar)

• Lead Use Case workshops, Business Modeling and Design walkthroughs to generate and gather requirements collaboratively with cross-functional teams

• Gather and analyze complex functional and non-functional business rules and technical specifications and identify impacts to the solution

• Translate requirements into detailed User Stories, Use Case documents, Backlogs (in Jira or similar) and high-level requirements for hand-off and collaborative backlog management with technical teams and subject matter experts

• Carry out planning sessions with agile and scrum teams, product and project managers to establish prioritizes and delivery schedules

• Participate in (and at times lead) scrum ceremonies (stand up, backlog grooming & demos) to collaboratively discuss and validate assumptions and decisions

• Write test cases to ensure solutions meets quality standards; assist in the testing of applications

• Participate in production support analysis by analyzing problem’s root causes, identify defect’s and impacts on the solution and present an improved solution to the development team

• Participate in the preparation of documents such as case studies and request for proposal

• Participate in process improvement by identifying standards and guidelines to improve the quality of deliverables

Skills

Business analysis, Agile

Top Skills Details

Business analysis,Agile

Additional Skills & Qualifications

QUALIFICATIONS, SKILLS & EXPERIENCE[PK1.1]

• 5-8+ years of professional experience in a Business Analyst role within a consulting, agency, or enterprise environment, with experience leading requirements gathering and analysis efforts across complex digital and technology initiatives. Bachelor's degree preferred.

• Proficient working with Waterfall, Lean, and SAFe Agile methodologies, with a solid background in the IT industry, especially creating web applications on frameworks such as Microsoft .NET and Java.

• Experience supporting Wealth Management, Private Banking, Asset Management, or Financial Services organizations, with a strong understanding of investment products, advisor workflows, client onboarding, account management, and regulatory requirements.

• Experience eliciting, documenting, and validating business requirements related to compliance, suitability, investment restrictions, client restrictions, trading restrictions, regulatory controls, and policy-driven business rules within Wealth Management environments.

• Knowledge of data models, Application Programming Interfaces (APIs), integration considerations/tradeoffs, thinking about edge cases, capturing requirements for configurability, and complex search.

• Proven analytical and problem-solving skills working with complex business rules.

• Excellent verbal and written communication skills in English, with experience communicating complex and abstract ideas and concepts.

• Ability to multi-task, stay organized, and meet multiple deadlines across a variety of projects. React