Business Consulting- Business Analyst with Data analyst Wealth Management

Primary skills: Domain-Capital Markets-Wealth Management is mandatory

Responsibilities:

• Data Analysis and Reporting:

Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement. 

• Financial Modeling:

Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections. 

• Requirement Gathering:

Collaborating with stakeholders to understand business needs, translate them into clear requirements, and document them using appropriate methodologies (e.g., Rational Unified Process). 

• Process Improvement:

Identifying inefficiencies in current processes, recommending solutions, and working with development teams to implement improvements. 

• Stakeholder Management:

Communicating effectively with various stakeholders, including clients, portfolio managers, and IT teams, to ensure alignment on project goals and deliverables. 

• Project Management:

Participating in project planning, execution, and monitoring, ensuring projects are completed on time and within budget. 

• Product Development:

Contributing to the development and integration of new wealth management products and platforms. 

• Industry Knowledge:

Staying up-to-date on industry trends, regulatory changes, and best practices in wealth management. 

Skills:

• Analytical Skills:

Strong analytical and problem-solving skills are essential for interpreting data, identifying trends, and developing solutions. 

• Communication Skills:

Excellent written and verbal communication skills are needed for effectively communicating with stakeholders, presenting findings, and documenting requirements. 

• Technical Skills:

Proficiency in data analysis tools, financial modeling software, and relevant technologies is important. 

• Wealth Management Knowledge:

A solid understanding of wealth management principles, investment strategies, and financial products is crucial. 

• Interpersonal Skills:

The ability to build relationships, collaborate effectively, and work as part of a team is essential. 

• Problem-Solving:

The ability to identify problems, analyze their root causes, and develop effective solutions.