Overview
Hybrid
$60 - $70
Contract - Independent
Contract - 1 Year(s)
Skills
Business Analyst
Wealth Management
Banking
Finance
Job Details
Senior Business Analyst
Job Summary:
We are seeking a highly motivated and detail-oriented Business Analyst with expertise in Wealth Management, Asset Management, and Finance. The ideal candidate will play a key role in analyzing business needs, streamlining processes, and supporting strategic initiatives to enhance our financial services and investment offerings.
Key Responsibilities:
- Analyze business processes and workflows in the areas of wealth management, asset management, and financial services.
- Collaborate with stakeholders to gather, document, and validate business and functional requirements.
- Support the development and implementation of new financial products, services, and digital tools.
- Work closely with Product, Technology, Operations, and Compliance teams to ensure solutions meet business needs and regulatory standards.
- Conduct market research and competitor analysis to support investment strategies and financial planning tools.
- Prepare detailed reports, dashboards, and presentations for senior management and stakeholders.
- Assist in the development of KPIs and metrics to monitor business performance and identify opportunities for improvement.
- Facilitate UAT (User Acceptance Testing), write test cases, and ensure proper documentation of business rules.
Qualifications & Skills:
- Bachelor s degree in Finance, Business Administration, Economics, or related field (Master s or MBA preferred).
- 7+ years of experience as a Business Analyst in Wealth Management, Asset Management, or Finance domains.
- Strong understanding of financial products including mutual funds, equities, fixed income, structured products, and retirement planning.
- Experience with financial systems (e.g., Bloomberg, Charles River, Avaloq, Temenos) and data analysis tools (Excel, Power BI, SQL).
- Excellent analytical, problem-solving, and communication skills.
- Proven experience in project lifecycle methodologies (Agile, Waterfall).
- Certification such as CBAP, CFA, or FINRA licenses is a plus.
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