Description

Key Responsibilities:

• Gather analyze and document business requirements from Wealth Management stakeholders
• Translate business needs into technical specifications for development teams
• Conduct impact analysis and feasibility assessments for proposed system changes
• Collaborate with crossfunctional teams including developers QA product owners and business leaders
• Create and maintain comprehensive business and technical documentation
• Support system testing quality assurance and user acceptance testing UAT
• Identify process improvement opportunities and recommend optimization solutions
• Participate in project planning estimation and status tracking activities
• Manage stakeholder communication and expectation setting throughout project lifecycle

Required Qualifications:

• 7 years of professional experience as a Business Systems Analyst in the Wealth Management domain
• Strong knowledge of Wealth Management products services and business processes
• Proficiency in SQL data querying and analysis
• Advanced Excel skills pivot tables VLOOKUP data analysis
• Handson experience with JIRA ticket creation tracking workflow management
• Handson experience with Confluence documentation creation and collaboration
• Excellent analytical problemsolving and communication skills
• Ability to work and manage multiple priorities

Desirable Qualifications:

• Experience with Agile and Scrum methodologies
• Knowledge of wealth management regulatory requirements and compliance
• Experience with data visualization tools
• Familiarity with banking systems and architecture

Key Skills

Education

Bachelor's degree