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Senior Business Analyst – Wealth Management

November 2, 2018 by

Position Title: Business Analyst- 28628-1
Start/End Dates: 11/19/2018 – 11/18/2019

LOB: Wealth Management

 

Project Info:

Candidate will be joining another newly hired business analyst to join the Wealth Client Onboarding Project, currently ramping up in its development phase.

Daily Duties Include:

Collaborates with business partners, to define business objectives, process, and requirements Analyze current flows and prepare use case all necessary documents Identifies inconsistencies and gaps within a business process description and collaborates with stakeholders to clarify and simplify complex processes Facilitates requirements gathering sessions, including leading discussions, managing group dynamics, and maintaining group focus, to work towards accomplishing the stated goal(s) of the session within the context of the project objectives Determines the best approach for eliciting, analyzing, validating, and prioritizing requirements to ensure that the necessary information is captured from the relevant stakeholders to address the business needs Participates in the full development life-cycle, including requirements change requests, clarifications with developers and quality assurance analysts and guidance for business user acceptance testing (UAT)

 

Must-Have Skills:

5-7 years of experience in a similar role, ideally in a financial institution Solid business knowledge of the Wealth Management industry, specifically brokerage (VERY nice to have) Knowledge of Client Onboarding experience (VERY nice to have) Demonstrates knowledge of agile practices including, scrum/iterative delivery, epics/user stories, staged deliveries ( tools: JIRA, Confluence, Visio, Excel ) Knowledgeable on business process modeling, process mapping, requirements management and facilitation Strong Documentation Skills (Capable of writing clear and well-structured business documents) Strong relationship management, communication, negotiation, and interpersonal skills Demonstrates solid problem solving and analytical skills Strong organizational skills Ability to handle multiple tasks simultaneously

 

Educational Requirements:

Bachelor’s Degree in a related field

CSC (Canadian Securities Course) is a VERY nice to have- generally a good indicator that a candidate will possess necessary knowledge of wealth management principles)

 

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