Business Analyst / Project Manager to work with the development team to gather business requirements and translate those to a project plan for our wealth m

As a Business Analyst / Project Manager in wealth management bridges technical teams and business units, handling requirements gathering, process mapping, and project documentation. You will facilitate stakeholder engagement, monitor project timelines/budgets, and ensure compliance with regulatory standards. Key duties include documenting user stories, managing risk trackers, and coordinating system rollouts.

Key Responsibilities

Project Coordination & Planning: Develop and maintain project schedules, charters, and documentation, ensuring activities meet budget and business goals.

Business Analysis & Requirements: Elicit, analyze, and document business requirements, translating them into functional specifications and user stories.

Process Improvement & Mapping: Analyze existing processes, identifying opportunities for efficiency improvements and documenting workflows.

Stakeholder Management: Coordinate with subject matter experts, technology staff, and external vendors.

Compliance & Reporting: Ensure projects adhere to internal compliance and regulatory requirements.

Testing & Rollout: Coordinate user acceptance testing (UAT) and manage product/process rollouts.

Required Skills and Qualifications

Experience: 2-5 years of experience in project management/coordination and business analysis, ideally in banking or wealth management.

Technical Skills: Proficiency in Microsoft Office (Excel, PowerPoint) and experience with project management tools.

Education: Bachelor’s degree in Business, Finance, or a related field.

Knowledge: Understanding of wealth management systems (e.g., banking/lending, brokerage systems) and regulatory frameworks.

Soft Skills: Strong communication, facilitation, and critical thinking skills.