Business Analyst(Discretionary Portfolio Management)

3 weeks ago


Singapore CLPS TECHNOLOGY (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

• Investment Advisory Service

• DPM (discretionary portfolio management)

• Execution Only

• System knowledge: Avaloq knowledge would be a huge advantage

• Regulation knowledge: MiFID is a must

• Understanding of how client segmentation and pricing strategies work (in particular, for private banking sector) - advantage

• Ability to analyse existing and set up new/propose optimised workflows.

• Scope the system: Work closely together with the Product Owner and other squad members, to ensure right granularity of requirements specification on an epic / story level

• Translate business needs: Create models, diagrams, presentations and other documentations that support the target audience to understand the business requirements

• Facilitate communication at team level in order to create consensus on scope, design decisions, and implementation decisions

• Validate requirements, UAT Testing & User Training (if required): you will validate e2e requirements via reviews, walkthroughs, and demo. You will also be key actor in writing & conducting UAT test cases and, in case required, train non-squads stakeholders

• Proactively Identify risks / issues that might affect squad’s overall health




Tell employers what skills you have

Investment Advisory
UAT
Confluence
Microsoft Excel
Kanban
Segmentation
Scrum
Investments
Private Banking
Risk Management
Test Cases
JIRA
Portfolio Management
Writing
Fixed Income
Pricing
UAT testing
Equities
Business Requirements
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