Proven experience as a Business Analyst in the wealth management sector, with a deep understanding of investment products, portfolio management, financial planning, and client servicing.
8+ years of experience in investment products and business solution analysis, preferably in the financial services industry. Experience with technology platforms is beneficial, but not a primary requirement.
Strong analytical skills with the ability to collect, analyze, and interpret complex data from various sources.
Solid knowledge of wealth management industry trends, including regulatory requirements, digital transformation, and evolving client expectations.
Excellent communication skills, both verbal and written, with the ability to present complex concepts in a clear and concise manner.
Strong problem-solving abilities, with a focus on identifying creative and innovative solutions.
Experience working in an agile development environment and familiarity with agile methodologies.
Proficiency in using business analysis tools, project management software.
Ability to work independently, manage multiple priorities, and thrive in a fast-paced, dynamic environment.
