Technical Business Analyst
5 days ago
Job Summary
Technical Business Analyst in Wealth Management and Technology with hybrid skill set blending business analysis with a strong technical background.
Key Responsibilities:
Stakeholder Engagement: Collaborate with both business and IT stakeholders to capture requirements and understand business goals in wealth management.
Requirements Documentation: Translate business needs into detailed technical specifications, use cases and process flows.
Process Optimization: Analyze and optimize existing workflows, proposing improvements that align with business and compliance standards.
Solution Delivery: Ensure that technical solutions developed by IT meet business requirements, acting as a bridge between business units and technical teams.
Testing and Data Quality: Define and manage UAT test cases and review data to improve quality.
Project Communication: Lead workshops and meetings to keep stakeholders updated and address project challenges.
Qualifications:
Experience: 8-10 years as a Business Analyst, particularly in wealth management or financial services, with an understanding of project life cycle management.
Technical Expertise: Familiarity with Agile methodologies and tools like JIRA, Confluence, knowledge of wealth management products such as investment funds, retirement planning and portfolio management.
Communication: Excellent skills in presenting complex information to both technical and non-technical audiences.
Analytical Skills: Knowledge of data analytics, BI tools, and reporting platforms is a plus.
Tell employers what skills you have
Wealth Management
UAT
Confluence
Analytical Skills
Business Analysis
Agile Methodologies
Data Quality
Test Cases
Stakeholder Engagement
JIRA
Retirement Planning
Process Optimization
Business Analyst
Bridge
Data Analytics
Business Requirements
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