Pune, IND
2 days ago
Business Consulting- Business Analyst with Data analyst Wealth Management
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., Rational Unified Process ). + **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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