We are partnering with a leading financial services institution to identify an experienced Business Analyst to support the delivery and enhancement of wealth management, investment, and brokerage technology platforms. This role will bridge business and technology teams, driving digital transformation initiatives, system enhancements, and end-to-end project delivery across a complex financial services environment.
The successful candidate will work closely with stakeholders to gather and analyze business requirements, translate them into functional specifications, and oversee the implementation of scalable technology solutions. In addition, the role will contribute to project governance, process optimization, testing activities, vendor management, and stakeholder engagement while ensuring alignment with business objectives and regulatory requirements.
Key Responsibilities
- Engage with business stakeholders to gather, analyze, and document requirements for investment, brokerage, and wealth management systems.
- Prepare business and functional requirement documentation, including BRDs, use cases, workflows, and user stories.
- Identify process improvement opportunities and recommend system enhancements to improve operational efficiency and scalability.
- Conduct gap analysis and collaborate with technical teams to design and deliver effective solutions.
- Partner with development, architecture, and testing teams throughout the project lifecycle.
- Support solution delivery through hands-on technical contributions where appropriate, including application development and troubleshooting.
- Lead and coordinate User Acceptance Testing (UAT), defect management, and release readiness activities.
- Develop user documentation, training materials, and operational procedures to support business adoption.
- Manage technology initiatives from planning through implementation, ensuring delivery within agreed scope, timelines, and budget.
- Monitor project risks, dependencies, and issues while providing regular updates to senior stakeholders.
- Coordinate with external vendors and service providers to ensure successful project execution and delivery.
- Support executive decision-making through clear communication, strategic recommendations, and stakeholder alignment.
Requirements
- Bachelor's degree in information technology, Computer Science, Engineering, or a related discipline.
- Minimum 5 years of experience in technology delivery, business analysis, project management, or related roles within financial services.
- Strong understanding of investment products, securities trading, brokerage operations, or wealth management processes.
- Experience in requirements gathering, business process analysis, process mapping, and solution design.
- Exposure to software development technologies, particularly Java-based applications and related frameworks, would be advantageous.
- Proven track record of managing stakeholders across business and technology functions.
- Excellent analytical, problem-solving, and communication skills.
- Ability to manage multiple projects and priorities in a fast-paced environment.
- Familiarity with financial industry regulations and governance frameworks is preferred.
Please drop your updated resume to *************