Asset and Wealth Management - BA

Asset and Wealth Management - BA:

We are seeking a highly skilled Business Analyst or Project Manager with extensive experience in Asset and Wealth Management (AWM) to drive key business and technology initiatives. The ideal candidate will combine analytical, strategic, and delivery expertise to define requirements, identify process gaps, and ensure the successful implementation of solutions aligned with the banks AWM roadmap and growth objectives.
Key Responsibilities:
Lead business requirements gathering, documentation, and validation across AWM functions.
Identify gaps and improvement opportunities within existing processes and propose actionable solutions.
Manage and oversee end-to-end project delivery, ensuring alignment with strategic priorities and timelines.
Contribute to defining and maintaining the AWM business and technology roadmap.
Collaborate with product owners, operations, and technology teams to ensure seamless delivery of initiatives.
Apply industry best practices in AWM to optimize workflows and enhance client experience.
Facilitate requirement workshops, stakeholder discussions, and progress meetings.
Prepare business cases, impact assessments, and reports for senior management.
Required Skills and Experience:
8+ years of combined experience in Business Analysis and Project Management roles.
Strong domain knowledge in Asset and Wealth Management including investment products, portfolio management, client onboarding, advisory processes, and compliance.
Proven experience defining and documenting business requirements, workflows, and user stories.
Hands-on experience with Agile or Waterfall project methodologies.
Excellent stakeholder management, communication, and analytical skills.
Ability to bridge business and technology teams effectively.
Knowledge of industry trends, regulatory requirements, and digital transformation initiatives in AWM.

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