Business Analyst - Wealth Management KYC Automation

Sydney
Wealth Management
Contract or Temporary

Leading global Wealth Management firm seeking an experienced Business Analyst with circa 5-8 years BA experience from within the Wealth Management industry for a initial 12m contract 

The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and solutions along with our technology and functional groups to generate value and targeted business outcomes. 

We are seeking a candidate with 5-8 years’ experience to join the team, they will be accountable delivering initiatives to help manage the transformation agenda of the business by developing strategy and solutions along with our technology and functional groups to generate value and targeted business outcomes.  The ideal candidate will possess comprehensive experience in Wealth Management projects and operations. 

Candidates with end-to-end experience in in KYC Automation would be ideal.

Key Responsibilities:

• Manage the development of solutions for product area and align priorities and approach with the business objectives and desired outcome.
• Facilitate problem definition, establish project scope, and define business needs with stakeholders and various other functional groups. 
• Perform business analysis, user story preparation, determine workflow, and give recommendations on process enhancements and system upgrades.
• Develop adoption plans to leverage solutions from WM Asia for AU.
• Manage and undertake end-to-end project tasks from feasibility study, requirement analysis/documentation, and UAT management (including UAT test script) to implementation support.
• Evaluate project performance post implementation and resolve any production issues together with stakeholders.

Project Planning and Management

• Responsible for mapping out project timeline and path to execution.
• Track project and ensure all projects are delivered on-time, within scope and within budget.
• Preparation of project communication materials including but not limited to status updates and steering committee presentations.
• Monitor all deliverables and dependencies.
• Responsible for communication to all stakeholders on status and timeline. Act as chair for working groups.
• Manage and reconcile conflicts on resource and expectations between stakeholders. Responsible for escalation when required.

Desired Qualifications / Experience 

• 5 – 8 years plus relevant BA working experience in the financial services industry.
• Tertiary degree majoring in business, finance, IT, or related disciplines’
• Expertise in Financial Services including but not limited to Retail, Private Banking or Wealth Management is an advantage
• Experience in KYC automation, data and product migration is a plus.  
• Experience in Agile development practice, Design Thinking or User Centered Design is a plus
• Strong project management, people management and influencing and analytical skills.
• Able to independently carry out analysis with a passion for excellence. 
• Knowledge in banking products, trade booking and settlement processes would be advantageous 
• Self-motivated with a solution focused mindset and an ability to work well and deliver under pressure.
• Team player with good interpersonal skills and can adapt, build relationships, influence, and manage stakeholders.
• Good communication and interpersonal skills, Ability to communicate complex topics effectively at all levels of management and across different business functions.

Further info:

• Ideally full time in the office

Due to the high amount of BA applicants, only shortlisted candidates witl be contacted