Business Consulting- Business Analyst with Data analyst Wealth Management
NTT DATA North America
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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