Business Analyst - Wealth Management

About This Role

Drive strategic financial solutions through portfolio management and data analysis, utilizing expertise in Wealth and Asset Management for a rapidly growing IT solutions company.

Responsibilities

• Utilize expertise in Wealth and Asset Management to analyze and optimize client investment portfolios and strategies
• Apply business analysis techniques to interpret financial data, identify trends, and support data-driven decision-making
• Collaborate with cross-functional teams including technology and business units to enhance wealth management solutions
• Ensure compliance with industry regulations and implement risk mitigation strategies
• Support the design and deployment of innovative financial products tailored to client needs
• Monitor market trends and provide actionable insights to refine portfolio and asset management strategies
• Engage stakeholders to gather requirements and translate them into clear business insights and documentation
• Drive continuous improvement initiatives using data analytics within the wealth and asset management domain
• Lead comprehensive analysis of portfolio and asset management processes to identify improvement opportunities
• Develop detailed reports, dashboards, and presentations to communicate findings and recommendations to senior leadership

Requirements

• 12+ years of experience in Wealth and Asset Management
• Strong consulting experience
• BFS - Data Analysis
• Wealth Management (incl. Portfolio Management)

Qualifications

• 12+ years of experience in Wealth and Asset Management

Skills

* Required skills