Title: Program Manager
Area(s) of responsibility
Job Summary:
We are seeking a highly skilled and motivated Business Analyst with deep expertise in Wealth & Asset Management to drive product and program initiatives, analyze business and data requirements, and lead agile delivery efforts. The ideal candidate will possess strong domain knowledge, technical acumen, and a passion for delivering client-centric solutions.
Key Responsibilities:
Product & Program Management
- Define and manage product roadmaps aligned with strategic goals.
- Gather and document business and functional requirements.
- Lead project planning, execution, and stakeholder communication.
- Identify and mitigate risks and manage dependencies across teams.
Business & Data Analysis
- Conduct gap analysis and workflow design to optimize business processes.
- Collaborate with system architects to design scalable solutions.
- Analyze data related to Separately Managed Accounts (SMA) and investment platforms.
Wealth & Asset Management Expertise
- Work closely with portfolio and investment platform teams to ensure regulatory alignment.
- Design and implement client reporting solutions tailored to business needs.
- Stay abreast of industry trends and regulatory changes impacting wealth management.
Agile & Delivery Leadership
- Lead Agile ceremonies including sprint planning, backlog grooming, and retrospectives.
- Collaborate with cross-functional teams to ensure timely delivery of features.
- Define test strategies and coordinate User Acceptance Testing (UAT).
Technology & Tools
- Utilize platforms such as Vestmark, Charles River (CRD), and Investran for solution delivery.
- Leverage JIRA for backlog and sprint management.
- Support automation initiatives using relevant frameworks and tools.
Qualifications:
- Bachelor’s degree in Business, Finance, Computer Science, or related field.
- 8+ years of experience as a Business Analyst in Wealth & Asset Management.
- Strong understanding of Agile methodologies and delivery practices.
- Proficiency in data analysis and workflow design.
- Experience with industry tools like Vestmark, CRD, Investran, and JIRA.
Preferred Skills:
- Excellent communication and stakeholder management skills.
- Ability to work independently and in a team-oriented environment.
- Strong problem-solving and analytical thinking.