Business Analyst/project manager with Wealth Management EXP

Wealth management, Trading, Agile Transformation, Bloomberg, IT transformation, Fixed Income Bond Market, UI Hi-Fi's to User stories
Full Time
Depends on Experience
Work from home available Travel not required

Job Description

  • Experience in writing Financial Plan, Investment Plan user stories, converting Investment plan UI Hi-Fi's to User stories 
  • Able to understand requirements and recommend suggestions/gaps, to extend requirements from say 40-45% to 90-95%
  • Takes ownership to investigate, research and define requirements
  • Ability to engage with PO to create, clarify, recommend, groom and get consensus on Epic/stories. Should have experience and ability to define stories with definition of terms and entities for each process flow including entry criteria, inputs, processing, output and exit criteria
  • Should have Min 8 Years of Hands on Experience as a Business Analyst
    • Min 10+ Years of Hands on Experience into Wealth Management Domain Solution (Mandate)
    • Expertise into Wealth Management Domain – Wealth Manager/Financial Advisory/High Net worth Individual (HNI) – B2B2C (Mandate)
    • Experience in 1 of Wealth Products such as Advent Portfolio Exchange (APX), Addvantage, Wealthscape, eMoney, Moneyguide Pro etc is an added advantage
    • Should be well versed with Agile Methodologies – writing user stories & creating product backlog (Mandate)
    • Establish scope of analysis to define output criteria & define measurable actions
    • Engage with stakeholders, business owners & decision makers to drive project goals
    • Collaborate with various teams across locations
    • Drive discussions with business users/owners
    • Excellent team player
    • Drive training requirements for end-user
    • Strong customer focused orientation
    • Excellent analytical & problem-solving skills
    • Highly self-motivated & directed
    • Highly effective verbal and written communication skills
    • Should be able to take up the role of a Proxy Product Owner & act as the primary SPOC between business & dev teams.
    1. Securities
    2.  Reference data – market and Master
    3. Portfolio Modelling
    4. Portfolio construction
    5. Asset Allocation
    6. Transition Management
    7. Trade Lifecycle
    8. FI Settlements
    9. T-SQL working knowledge
    10. Wealth Management Domain Model
    11. Wealth Management data model
Dice Id : 10123046
Position Id : 6309244
Originally Posted : 3 weeks ago
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