Business Analyst / Project Manager, Wealth Management, IT
Core
Bridge between business stakeholders and IT to design, implement, and adopt technology solutions for securities, brokerage, and investment products.
Role type
Senior IC Business Analyst / Project Manager (Wealth Management)
Builds
Technology solutions for securities, brokerage, and wealth management processes
Domain
Financial Services / Wealth Management / Securities
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Java programming, requirements gathering, process mapping, gap analysis, UAT coordination, project delivery leadership, stakeholder management, vendor relationship management, financial regulations knowledge, trading operations knowledge
Preferred skills
Master's degree, relevant certifications
Technologies
Java, Java frameworks
Responsibilities
Gather and document requirements for securities and wealth management processes; Lead end-to-end project delivery from initiation to rollout; Manage project scope, timelines, budgets, and resources; Collaborate with developers and architects on solution design; Contribute to application development including coding and unit testing; Support UAT and defect resolution; Develop user guides and process documentation.
Seniority
Senior, hands-on IC
