Primary skills: Domain-Capital Markets-Wealth Management is mandatory
Responsibilities:
Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement.
Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections.
Collaborating with stakeholders to understand business needs, translate them into clear requirements, and document them using appropriate methodologies (e.g., Rational Unified Process).
Identifying inefficiencies in current processes, recommending solutions, and working with development teams to implement improvements.
Communicating effectively with various stakeholders, including clients, portfolio managers, and IT teams, to ensure alignment on project goals and deliverables.
Participating in project planning, execution, and monitoring, ensuring projects are completed on time and within budget.
Contributing to the development and integration of new wealth management products and platforms.
Staying up-to-date on industry trends, regulatory changes, and best practices in wealth management.
Skills:
Strong analytical and problem-solving skills are essential for interpreting data, identifying trends, and developing solutions.
Excellent written and verbal communication skills are needed for effectively communicating with stakeholders, presenting findings, and documenting requirements.
Proficiency in data analysis tools, financial modeling software, and relevant technologies is important.
A solid understanding of wealth management principles, investment strategies, and financial products is crucial.
The ability to build relationships, collaborate effectively, and work as part of a team is essential.
The ability to identify problems, analyze their root causes, and develop effective solutions.
Read Full Description