Job Description
- Collaborate with stakeholders to gather and document business requirements for wealth management technology projects.
- Analyze and assess current business processes and systems to identify areas for improvement and optimization.
- Work closely with development teams to translate business requirements into technical specifications.
- Participate in the design and testing of new wealth management technology solutions.
- Provide ongoing support and troubleshooting for wealth management technology systems.
Requirements
- 5+ years of experience as a Business Analyst in the wealth management industry.
- Strong knowledge of wealth management products, processes, and systems.
- Experience with requirements gathering and documentation.
- Ability to translate business requirements into technical specifications.
- Strong analytical and problem-solving skills.
- Excellent communication and collaboration skills.
- Experience with wealth management technology systems such as portfolio management, trading, and reporting platforms.
- Bachelor's degree in a relevant field.
Qualification
Bachelor's Degree
Key skill Required
- Collaboration
- Communication
- Design
- Development
- Documentation
- Management
- Ongoing Support
- Optimization
- Portfolio Management
- Reporting
- Technology Projects
- Trading
- Troubleshooting
