Job Description

Primary skills: Domain-Capital Markets-Wealth Management is mandatory
Responsibilities:

• Data Analysis and Reporting:

Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement.

• Financial Modeling:

Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections.

• Requirement Gathering:

Collaborating with stakeholders to understand business needs, translate them into clear requirements, and document them using appropriate methodologies (e.g., ).

• Process Improvement:

Identifying inefficiencies in current processes, recommending solutions, and working with development teams to implement improvements.

• Stakeholder Management:

Communicating effectively with various stakeholders, including clients, portfolio managers, and IT teams, to ensure alignment on project goals and deliverables.

• Project Management:

Participating in project planning, execution, and monitoring, ensuring projects are completed on time and within budget.

• Product Development:

Contributing to the development and integration of new wealth management products and platforms.

• Industry Knowledge:

Staying up-to-date on industry trends, regulatory changes, and best practices in wealth management.
Skills:

• Analytical Skills:

Strong analytical and problem-solving skills are essential for interpreting data, identifying trends, and developing solutions.

• Communication Skills:

Excellent written and verbal communication skills are needed for effectively communicating with stakeholders, presenting findings, and documenting requirements.

• Technical Skills:

Proficiency in data analysis tools, financial modeling software, and relevant technologies is important.

• Wealth Management Knowledge:

A solid understanding of wealth management principles, investment strategies, and financial products is crucial.

• Interpersonal Skills:

The ability to build relationships, collaborate effectively, and work as part of a team is essential.

• Problem-Solving:

The ability to identify problems, analyze their root causes, and develop effective solutions.