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Business Analyst for Wealth Management Technology Initiatives - Wealth and Asset Management Practice

Sia Partners

Business Analyst for Wealth Management Technology Initiatives - Wealth and Asset Management Practice

New York, NY
Full Time
Paid
  • Responsibilities

    Job Description

     Partners is searching for a Business Analyst with 7 + years of experience in Wealth Management with deep breadth of banking, trading and back office processing knowledge. 

    This team member will interface with our key client stakeholders across the clients Business lines in operations and IT teams.  The Business Analyst will be responsible for delivery of technical system integration initiatives and bridge the gap between business and technology.   

    As a Business Analyst team member of the Wealth & Asset Management Practice, you will apply your prior industry / consulting experience to manage key projects and initiatives for our clients.  Successful candidates will have 7 + years of prior experience as a Business Analyst for Wealth Management Technology Initiatives.

    Key Responsibilities:

    •  Manage full portfolio of work from small to large projects involving platforms integration and data conversions
    • Ability to create system flow charts, sequence diagrams, understand system architecture and translating business requirements to technology
    • Work closely with developers to bridge the gap between business and technology
    • Develop working group, senior stakeholder, and senior level presentations for project stakeholders
    • Track and manage interdependencies, critical path and risk status

    As a core member of the Wealth & Asset Management Practice, you will:

    • Deliver on a range of client assignments, usually as part of an on-site project team (some travel may be required)
    • Assist in developing thought leadership and building solutions and methods
    • Develop exceptional trusted advisor relationships with our clients
    • Identify opportunities for new business and support bid teams with proposals
    • Contribute to the development of high-quality technical offerings
    • Support the Sia practice and our people development
  • Qualifications

    Qualifications

    • Bachelor’s degree required or MBA, PHD, Higher level of education 
    • 7 - 10 years of financial services industry experience
    • Must have strong Business Analyst, Project Management skills, preferably Scrum Master w/Agile experience
    • Business Analyst for Wealth Management Technology Initiatives 
    • Must be comfortable with data and business analysis
    • BA skills to translate business requirements into system solution requirements
    • Excellent communication skills
    • Strong PowerPoint and presentation skills for senior leadership reporting
    • A high level of drive and commitment to deliver high quality work under pressure to meet tight deadlines
    • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
    • Experience with a structured approach to problem solving
    • The ability to learn new subject matter rapidly and a desire to develop a deep understanding of the trends and challenges shaping Wealth & Asset Management
    • Flexibility in approach with a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision

    WHAT'S IN IT FOR YOU?

    • This is an opportunity to join a rapidly growing team in New York that serves some of the most exciting and highly respected companies in the world. You will have the opportunity to provide clients with original thinking and customized solutions and you’ll often have the satisfaction of seeing the impact of your work on their business. We are committed to a healthy work-life integration. We do serve our clients globally and if interested, there are opportunities for international mobility.

    BENEFITS

    • Generous PTO, including Parental leave
    • Healthcare that includes dental and vision, life insurance and 401K matching                                        
    • Career advocacy program that supports achieving personal development goals through coaching, collaboration and real-time feedback
    • Robust learning and development platform through the Sia Institute, 360 Learning App, Sia Blend App, working groups, US Training Sessions, and reimbursement for continuing education and certifications
    • Women at Sia Club
    • Annual Seminar value add experience to network with your colleagues across North America and other regions
    • Opportunities for geographic mobility if desired
    • Work directly with clients

    STILL INTERESTED? TELL US ABOUT YOURSELF?

    • Academic successes
    • Consulting / Agency experience
    • Data supported success stories
    • Growth from failure
    • Tools and training
    • Cross-functional experience
    •  Extracurriculars

    Additional Information

    Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners’ DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We’re confident that promoting DEIB creates an environment in which everyone can reach their full potential.

    Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:

    • Gender equality (global Gender Equality Index score of 91/100 for FY19-20)

    • LGBTQ+

    • Race & Ethnicity

    • Working Parents

    • Disabilities

    To learn more about Sia Partners, please visit: HTTPS://WWW.SIA-PARTNERS.COM/EN/WORK-WITH-US