Innovation Business Analyst

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Seeking a Business Analyst with 7 to 11 years of experience in Wealth and Asset Management to drive strategic financial solutions through portfolio management and data analysis

Job Description

Utilize expertise in Wealth and Asset Management to analyse and optimize client investment portfolios and strategies Apply business analysis techniques to interpret financial data identify trends and support data driven decision-making Collaborate with cross functional teams including technology and business units to enhance wealth management solutions Ensure compliance with industry regulations and implement risk mitigation strategies Support the design and deployment of innovative financial products tailored to client needs Monitor market trends and provide actionable insights to refine portfolio and asset management strategies Engage stakeholders to gather requirements and translate them into clear business insights and documentation Drive continuous improvement initiatives using data analytics within the wealth and asset management domain.

Roles and Responsibilities

Lead comprehensive analysis of portfolio and asset management processes to identify improvement opportunities Develop detailed reports dashboards and presentations to communicate findings and recommendations to senior leadership Serve as a subject matter expert in Wealth and Asset Management mentoring junior analysts and team members Partner with technology teams to ensure alignment of data analytics efforts with organizational goals and regulatory requirements Maintain accuracy and integrity of financial data used for analysis and reporting Participate actively in strategic planning sessions to align services with evolving market and client demands Facilitate workshops and training sessions to promote best practices in portfolio and asset management Manage stakeholder relationships to ensure effective communication requirement gathering and successful project delivery.

Job Summary Seeking a Business Analyst with 7 to 11 years of experience in Wealth and Asset Management to drive strategic financial solutions through portfolio management and data analysis Job Description Utilize expertise in Wealth and Asset Management to analyse and optimize client investment...