Description

Key Responsibilities

• Gather, analyze, and document business and functional requirements.
• Partner with business, technology, and operations teams to deliver project outcomes.
• Lead workshops, stakeholder meetings, UAT, and implementation activities.
• Analyze current processes and recommend improvements across advisory, brokerage, portfolio management, trading, custody, and client onboarding.
• Prepare business cases, gap analyses, and impact assessments for senior leadership.

Required Qualifications

• 5-8 years or more of Business Analysis experience with strong Wealth Management domain expertise.
• In-depth knowledge of advisory, brokerage, portfolio management, trading, custody, and client onboarding processes.
• Proven experience working with VP/C-level stakeholders and leading requirements workshops.
• Strong analytical, communication, and stakeholder management skills.
• Experience across the full SDLC, including requirements, testing, implementation, and post-go-live support.
• Experience with Mutual Funds and Agile methodologies is a plus

Key Skills

Education

Bachelor's degree