Business Analyst (Wealth Management and Capital Market)
Location: Jersey City
Posted on: January 21, 2023
Job Title: Business Analyst (Wealth Management and Capital
Location: Jersey City, NJ
Client: LTI (L&T Infotech)
- 8+ years of relevant experience in the financial services
industry and has a deep understanding of Wealth Management products
- 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
- Partners with stakeholders and customers across the
organization to inform the product vision, strategy, features, and
- Exceptional written skills and strong executive communications
- Strong presentation skills and ability to articulate the
technology aspects pertaining to financial planning and investment
Keywords: ApTask, Jersey City , Business Analyst (Wealth Management and Capital Market), Executive , Jersey City, New Jersey
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