Business Consulting: Business Analyst with Data analyst Wealth Management
India 4 days ago
Job Description
Primary skills: Domain:Capital Markets:Wealth Management is mandatory
Responsibilities:
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:Data Analysis and Reporting:
Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement.
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:Financial Modeling:
Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections.
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: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).
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:Process Improvement:
Identifying inefficiencies in current processes, recommending solutions, and working with development teams to implement improvements.
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:Stakeholder Management:
Communicating effectively with various stakeholders, including clients, portfolio managers, and IT teams, to ensure alignment on project goals and deliverables.
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:Project Management:
Participating in project planning, execution, and monitoring, ensuring projects are completed on time and within budget.
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:Product Development:
Contributing to the development and integration of new wealth management products and platforms.
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:Industry Knowledge:
Staying up:to:date on industry trends, regulatory changes, and best practices in wealth management.
Skills:
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:Analytical Skills:
Strong analytical and problem:solving skills are essential for interpreting data, identifying trends, and developing solutions.
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:Communication Skills:
Excellent written and verbal communication skills are needed for effectively communicating with stakeholders, presenting findings, and documenting requirements.
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:Technical Skills:
Proficiency in data analysis tools, financial modeling software, and relevant technologies is important.
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:Wealth Management Knowledge:
A solid understanding of wealth management principles, investment strategies, and financial products is crucial.
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:Interpersonal Skills:
The ability to build relationships, collaborate effectively, and work as part of a team is essential.
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:Problem:Solving:
The ability to identify problems, analyze their root causes, and develop effective solutions.
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