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Business Analyst (Wealth Management and Capital Market)

Company: ApTask
Location: Jersey City
Posted on: January 21, 2023

Job Description:

Job Title: Business Analyst (Wealth Management and Capital Market)
Location: Jersey City, NJ
Employment: FTE
Client: LTI (L&T Infotech)


  • 8+ years of relevant experience in the financial services industry and has a deep understanding of Wealth Management products and features.
  • A subject matter expert on all concepts that ultimately help advisors service their clients and continue to grow their business which includes owning the strategy and implementation of goals-based planning, establishing a digital client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience.
  • Experience in any wealth suite is highly preferred and should have a good understanding in integrated scalable technologies, multi-channel and front to back office capabilities.
  • Very strong knowledge & must have worked in customer acquisition, Private wealth, portfolio allocation, asset allocation, PMS (Portfolio Management services), AIF (Alternate Investment Funds) and Asset aggregation.
  • Good understanding on risk, compliance, regulatory and governance models and able to learn & adopt to the industry standard best practices.
  • Deep investment and product knowledge, and the ability to understand complex investment ideas and translate them into well-defined product requirements including features, user stories, and acceptance test criteria
  • Works in an Agile environment and continuously reviews the business needs, refines priorities, outlines milestones and deliverables, and identifies opportunities and risks.
  • Responsible for innovation and end-to-end launch of products
  • Partners with stakeholders and customers across the organization to inform the product vision, strategy, features, and prioritization
  • Exceptional written skills and strong executive communications experience
  • Strong presentation skills and ability to articulate the technology aspects pertaining to financial planning and investment solutions

Keywords: ApTask, Jersey City , Business Analyst (Wealth Management and Capital Market), Executive , Jersey City, New Jersey

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