Change Management Project Analyst
Core
Support Capital Partners' Change Management team by delivering business and technology initiatives that improve workflows, reduce risk, and enhance the client experience.
Role type
Change Management Project Analyst
Builds
Business and technology initiatives for Capital Partners
Domain
Private wealth management and investment management
Deliverable
product features
Required skills
Business analysis, project coordination, requirements gathering, data analysis, workflow evaluation, user acceptance testing, defect resolution, stakeholder engagement, documentation management, risk escalation
Preferred skills
Financial services experience, experience with business analysis or functional product ownership, familiarity with FIS AddVantage, SEI Wealth Platform, Blackbaud Grant Management, Charles River Development, Visio, JIRA, Confluence, qTest
Technologies
Microsoft Office (Excel, Word, PowerPoint), Visio, JIRA, Confluence, qTest
Responsibilities
Gather, document, and analyze business requirements; Support project planning, scoping, design, development, testing, implementation, and post-launch activities; Evaluate workflows and systems to identify efficiency improvements; Coordinate meetings and maintain project documentation; Participate in user acceptance testing and defect resolution; Analyze data and present findings; Partner with business teams and vendors to resolve issues; Escalate risks and recommend solutions
Seniority
Mid-level, hands-on IC
