What are the responsibilities and job description for the Business Analyst/Project Manager - Wealth Management/Private Banking position at DenkenSolutions Inc?
Currently, we are looking for talented resources for one of our listed clients. If interested please reply to me with your updated resume or feel free to reach out to me for more details at (949) 482-4438
Title : Business Analyst / Project Manager - Wealth Management / Private Banking
Location : Tampa, FL
Duration : 12 Months
Job Description :
Business Analyst / Project Manager
The Business Analyst / Project Manager will be assigned to individual projects and programmes within Client Wealth.
This role holder will lead efforts to implement changes to adapt to new local and cross border regulations, along with business change.
This will require conducting detailed analysis of the Business, Controls, and front to back Operating issues; defining corresponding solutions; and working with Front Office, Products, Control Functions, Technology and Operations teams to implement solutions.
The role holder will carry out the following key activities :
Drive and lead business case & gap analysis across Business, Control, Technology & Operations and front to back Operating processes
Understand the implications of regulatory change due to new local and cross-border regulations
Document and capture the existing operating model and define the future state operating model
Manage change to the business across multiple cross border jurisdictions
Manage or support the execution of one or more business work streams
The role will involve interfacing with key senior stakeholders and internal clients across the organization and working to aggressive timelines in order to ensure overall program success
Key to success in the role is the ability to blend successful business analysis and project management disciplines with a good understanding of the subject matter in order to help shape the outcome.
Key Responsibilities :
Undertake impact assessments due to the introduction of changes on Global systems and operational procedures by leading various working group across products, Risk and Controls, Legal, Operations and Technology
Obtain and document requirements, working with various front office stakeholders, enablers and control function partners, identifying changes to the current operating model in order to develop the end state target operating model
Develop individual project artefacts as required, including Gap Analysis, Solution Options Analysis, Current and Target State operating models, Business Requirements Documentation (BRD), User Stories and process flows
Partner with technology to validate test plans and scenarios in the context of any system changes
Develop process flows and associated procedures with required controls as well as communication plans to support rollout of the change
Assess any impact on operational procedures and systems to handle transition into BAU
Identity any remediation activity required to be taken as part of final solution
Work with the Programme and Project Mangers to execute transition plans, focusing on operational readiness for product management, contract management, internal communications and training, external client communications and system readiness
Ensure appropriate governance :
Prepare and present to senior management as required
Actively identify and manage resolution of key project risks and issues, or escalate accordingly
Knowledge / Experience :
Experience in Deposits and Lending would be advantageous
Prior experience in Wealth Management or Private Banking preferred
Evidence of Business Change Management experience at a global level (note that this role is not suited to candidates with experience limited to technology only projects)
Experience and comfortable working in large multi-national financial institutions, especially when required to liaise with multiple global stakeholders to obtain a consensus
Evidence of stability in contracting at previous clients
Successfully managed business requirements from analysis through to implementation
Business Analysis skills (collecting & defining requirements) working in delivering mid to large scale implementations working with Front Office, Control Functions and Infrastructure partners
Experience in large scale multi-year programmes
Consultancy experience, particularly with a Big Four, firm is desired
Strong Excel / Data skills would advantageous
Knowledge of project management methodologies, tools and techniques (e.g. Waterfall, Agile)
Skills :
Excellent interpersonal skills and ability to develop strong working relationships across functional lines
Professional outlook with the ability to use initiative, manage deadlines, coordinate multiple tasks and work to deadlines and targets
Accuracy and attention to detail
Willingness to challenge and improve existing processes
Proficient in MS Excel to perform detailed data analysis
Excellent MS PowerPoint skills in order to represent salient points succinctly
Good presentation abilities, especially when presenting to Senior Management
Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge of Wealth / Private Banking
Fluency in written and spoken English is mandatory
Ability to work onsite in the Client office as per the Client policy
Flexibility in days present in the office when a hybrid WFH model is permitted
Qualifications :
Bachelor's / University degree, Master's degree preferred
PRINCE2 and / or PMP
Competencies :
Analytical Ability
Communication Skills
Attention to Detail
Initiative
Problem Solving
Relationship Building
Teamwork Skills
About us :
At our organization, we take our mission and values to heart! We are on a mission to offer more and better jobs all over the world! Our goal is to care for you while you care for our clients and get you paid the highest pay possible. All our associates working with us are expected to embrace our RACE values : R - Results Matter, A- Approachable, C - Care, and E - Emergency i.e. work with a sense of urgency.
For more relevant job opportunities please visit our website : Denken Solutions Careers
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