Business Analyst - Transformation & Change Management

3 - 7 years

0 Lacs

Posted:20 hours ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: As a Senior Business Analyst specializing in Wealth Management Transformation, you will be a key member of a dynamic team focused on driving strategic initiatives in various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your role will involve leading large-scale business analysis and transformation projects, collaborating with stakeholders to identify improvement areas, and creating detailed business requirements aligned with transformation goals. Key Responsibilities: - Conduct gap analyses and propose data-informed optimizations. - Facilitate workshops to align strategy and execution. - Deliver actionable insights to senior leadership. - Collaborate with advisors, investment teams, and IT professionals to drive end-to-end transformation projects in financial services and banking environments. - Mentor junior analysts and promote a culture of continuous improvement within the team. Qualifications Required: - Minimum of 7 years of experience in business analysis, with at least 3 years in wealth management or financial services. - Strong domain knowledge across various wealth management domains. - Proven track record in driving transformation projects. - Proficiency in financial modeling, investment analysis, and tools such as Excel, PowerPoint, Visio, JIRA, and Confluence. - Exposure to SQL, Python, and data visualization tools like Tableau, Power BI, or QlikView preferred. - Familiarity with Agile methodologies and excellent communication skills. Company Details: Joining our team will allow you to work on mission-critical transformation projects in a globally-aligned Wealth Management platform. You will collaborate with leaders in investment strategy, advisory, and digital innovation, utilizing cutting-edge tools in financial modeling, analytics, and machine learning. We offer a supportive culture that promotes learning, leadership development, and career advancement, competitive compensation, work-life balance programs, and access to next-gen investment platforms. If you are a data-savvy analyst passionate about driving transformation in the wealth management domain, apply now to join our future-focused team.,

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