Business Consulting Business Analyst With Data Analyst Wealth Management

Year    Pune, Maharashtra, India

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.

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Job Detail

  • Job Id
    JD3822509
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pune, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year