Demo

Project Manager-Business Analysis

Rose International
Tampa, FL Temporary
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/11/2025
  • Only qualified Project Manager candidates located near the Tampa, FL area to be considered due to the position requiring an onsite presence
  • 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
    • 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 programs
    • 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 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's office as per the Client's policy
    • Flexibility in days present in the office when a hybrid WFH model is permitted
    • The Business Analyst / Project Manager will be assigned to individual projects and programs within the Client Wealth. This role holder will lead efforts to implement changes to adapt to new local and cross-border regulations and business changes. This will require conducting a detailed analysis of the Business, Controls, and front-to-back Operating issues; defining corresponding solutions; and working with the 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 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 in Global systems and operational procedures by leading various working groups 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 to develop the end-state target operating model
    • Develop individual project artifacts 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 the rollout of the change
    • Assess any impact on operational procedures and systems to handle the transition into BAU
    • Identity any remediation activity required to be taken as part of the final solution
    • Work with the Program and Project managers 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 :
    • o Prepare and present to senior management as required

      o Actively identify and manage resolution of key project risks and issues, or escalate accordingly

    • Only those lawfully authorized to work in the designated country associated with the position will be considered.
    • Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.

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