Description

Bridge the gap between client business objectives and technical delivery within asset and wealth management domains.

This role is on-site.

Responsibilities

• Engage with clients to manage relationships and ensure solutions align with objectives and risk tolerance.
• Translate business requirements into functional and business requirement documents for technical teams.
• Collaborate with architects to evolve conceptual and logical data models based on detailed business processes.
• Map business functions to technical documentation to ensure seamless delivery.
• Work with delivery teams to define target states across all business functions and operations.

Required Skills

• 5+ years of experience in asset management, wealth management, or asset services.
• Deep knowledge of asset management functions, including investment strategies, portfolios, and fund administration.
• Proficiency in wealth management processes, including financial planning, portfolio construction, trade processing, and settlement.
• Understanding of asset servicing, including custody, corporate actions, and income processing.
• Strong financial analysis skills for assessing market trends and financial statements.
• Ability to communicate complex requirements using both business and technical language.
• Knowledge of regulatory compliance requirements related to asset and wealth management.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.

Preferred Skills

• Master's degree or professional certifications such as CFA or CFP.

Key Skills

Education

Bachelor's Degree