Business Analyst - Wealth Management

Overview

This role is embedded within the consulting division of a leading global technology and consulting firm, focusing on the Wealth Management segment of Capital Markets. The primary responsibility entails understanding core client challenges, diagnosing issues, architecting innovative solutions, and ensuring smooth implementation to enhance client satisfaction.

Key Responsibilities

• Engage in requirement analysis and design by contributing to proposal documents and solution frameworks.
• Plan and execute product configuration aligned with design specifications, including conducting conference room pilots and resolving solution-related queries.
• Lead product demonstrations, proof-of-concept workshops, and prepare effort estimates balancing customer budgets with organizational financial norms.
• Take charge of small projects and partake in broader unit and company initiatives, focusing on delivering high-impact solutions.
• Devise strategic models that help clients innovate, boost growth, and improve profitability.

Skillset and Expertise

• Strong understanding of Capital Markets with specialization in Wealth Management.
• Proficiency with software configuration management systems.
• Awareness of current technology innovations and market trends.
• Logical problem-solving aptitude paired with excellent collaborative skills.
• Comprehensive knowledge of financial processes across different project types and pricing structures.
• Capability to evaluate existing workflows, identify enhancement areas, and recommend suitable technological solutions.
• Industry domain knowledge spanning one or two sectors.
• Excellent client-facing communication skills.
• Competence in managing projects and coordinating teams.