Business Consulting- Business Analyst with Data analyst ,Wealth

1 - 4 years

7 - 11 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Description

Business Consulting- Business Analyst with Data analyst ,Wealth Management
Req ID: 335242
We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahrshtra (IN-MH), India (IN). Primary skillsDomain-Capital Markets-Wealth Management is mandatoryResponsibilities:
  • Data Analysis and Reporting:

  • Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement.
  • Financial Modeling:

  • Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections.
  • Requirement Gathering:

  • Collaborating with stakeholders to understand business needs, translate them into clear requirements, and document them using appropriate methodologies (e.g.,).
  • Process Improvement:

  • Identifying inefficiencies in current processes, recommending solutions, and working with development teams to implement improvements.
  • Stakeholder Management:

  • Communicating effectively with various stakeholders, including clients, portfolio managers, and IT teams, to ensure alignment on project goals and deliverables.
  • Project Management:

  • Participating in project planning, execution, and monitoring, ensuring projects are completed on time and within budget.
  • Product Development:

  • Contributing to the development and integration of new wealth management products and platforms.
  • Industry Knowledge:

  • Staying up-to-date on industry trends, regulatory changes, and best practices in wealth management.Skills:
  • Analytical Skills:

  • Strong analytical and problem-solving skills are essential for interpreting data, identifying trends, and developing solutions.
  • Communication Skills:

  • Excellent written and verbal communication skills are needed for effectively communicating with stakeholders, presenting findings, and documenting requirements.
  • Technical Skills:

  • Proficiency in data analysis tools, financial modeling software, and relevant technologies is important.
  • Wealth Management Knowledge:

  • A solid understanding of wealth management principles, investment strategies, and financial products is crucial.
  • Interpersonal Skills:

  • The ability to build relationships, collaborate effectively, and work as part of a team is essential.
  • Problem-Solving:

  • The ability to identify problems, analyze their root causes, and develop effective solutions.#LI-NorthAmerica

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