- Play the role of a Business Analyst for project(s)/work stream(s) within Wealth Management
- End to end delivery of book of work within the assigned project(s)/work stream(s), in agile methodology
- Requirements Engineering involving analyzing problem at hand, writing user stories and other documents, walkthrough of requirements for development and testing team, assisting business in UAT and act as a single point of contact for business stakeholders
- Liaise with business, other vendor teams and stakeholders
- Play a key role in ensuring delivery is on time and of high quality as per agreed SLAs
- Expected to be part of complex, large scale project or medium complex program
Domain Experience
- Relevant business analysis experience within Investment Banking/ Wealth Management
- Understanding of the products – Advisory, Brokerage, Banking, Credit, Insurance, Trust, etc.
- KYC, AML and customer onboarding
- Understanding of Trade Operations i.e. Straight through Processing, Order Management Systems etc.
Business Analysis Experience:
- Experience of writing user stories, business requirements, presentations to explain and discuss issues/solutions
- Comfortable with Databases, Data Models, adept in writing SQL queries, working with tables, extracts
- Effective stakeholder management, experience in facing senior business stakeholders, and ability to engage with functional experts from other departments of the bank
Project Execution Experience:
- Experience of Agile execution methods, with experience in writing user stories, working with tools like JIRA, Confluence, Odyssey
- Experience running defect triages, Prioritization calls, backlog refinement, solution design meetings
Qualification Experience:
- Financial/Engineering degree ,
- Should have 6-12 years of experience in Wealth Management/Investment banking domain
- Good background of working in Agile environment
Required Skills:
Business Analysis, domain & business processes, excellent communication, Wealth management and/or Private banking domain.
End user computing is happening on wealth side of things, i.e. wealth operations and wealth business. Platform Appian. Mitigating the risks. Wealth Mgmt process - (Client Onboarding, AML, Portfolio Management, Securities, Insurance, Annuities, Mutual Funds processing etc.)