Product Owner / Business Analyst
Core
Own the product lifecycle from ideation to delivery, focusing on data analysis and migration execution for wealth management platforms.
Role type
Product Owner / Business Analyst
Builds
Data analysis and migration execution for wealth management platforms
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
writing business requirements, creating user stories and acceptance criteria, mapping process flows, analyzing large datasets, collaborating across cross-functional teams, translating technical topics into action plans
Preferred skills
data migrations, wealth management domain knowledge, investment platforms, Alteryx, SQL, Tableau, AI-assisted analysis
Responsibilities
Define product scope, priorities, milestones, and expected outcomes; manage and refine the product backlog; gather and document requirements; support discovery, research, and planning; coordinate User Acceptance Testing; drive migration timelines and reporting; define system rules and reporting requirements; monitor delivery metrics and dependencies; create test plans and training materials; provide stakeholder updates
