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US Investment Bank – Wealth Management, Business Analyst

Website Michael Page

US Investment Bank – Wealth Management, Business AnalystMichael Page

Job Description

The client is an internationally renowned, US-headquartered investment bank
  • International working environment
  • Dynamic and experienced team

Responsibilities

  • Manage and direct projects and initiatives for PWM Operations and in support of the PWM Business Unit, tracking progress throughout the project lifecycle, escalating issues and ensuring effective delivery to time and budget
  • Lead the appropriate governance and working group forums to facilitate project progress and ensure all components remain on track
  • Conduct detailed business analysis and problem-solving in support of projects to maintain progress and guide others
  • Participate and represent PWM Ops CTB in governance forums to ensure project statuses and PWM Operations issues are clearly articulated
  • Manage stakeholder communication throughout the project lifecycle to ensure all invested parties are apprised of progress and issues are resolved promptly.
  • Ensure maintenance of all supporting documentation with comprehensive traceability and audit materials, including plans, issues logs, requirements documents, test plans and scripts and implementation strategies
  • Work closely with Technology partners to design, develop and implement technology platforms to deliver solutions to meet business requirements.

Requirements

The candidate must have proven working experience in a global banking operations environment with project management and solid business analysis skills and should be adept at forming and leveraging effective networks with project partners and the Firm. Knowledge of the wealth management sector and products is an advantage.The candidate must have 5+ years of business analysis and project or programme management experience and have worked in a banking operations team. He/she must have the ability to develop strong relationships with various teams across the firm and excellent communication skills to achieve desired results. Project experience in wealth management business and/or Operations is an advantage.Functional: strong project management and business analysis skills are required: he/she must be able to plan and execute projects, prioritise and successfully execute and ensure that the solution meets the needs of the PWM business. An understanding of the broader context is necessary to ensure that appropriate solutions are generated which consider the protection of the Firm’s franchise in the future. These skills should be coupled with a creative, flexible, pragmatic approach to problem-solving. A track record of project delivery and prior experience in stakeholder management is required.Interpersonal: the individual will be required to influence and build strong relationships with project team members across geographical and functional boundaries. The ability to build strong networks and effective working relationships will be essential. This person will be required to liaise with colleagues at all levels in a structured manner. They will need to communicate requirements to Technology and project partners and negotiate the balance between the delivery of business requirements and achieving deadlines and targets.Management and leadership: The candidate will be expected to show an appropriate level of independence while operating within a management structure and take appropriate responsibilities for others’ work. Some management of direct reports or contingent workers could also be involved.Professional: this role requires an individual who has strong communication and organisation skills. The candidate will also require strong motivation, the ability to work independently when necessary and approach problems with a positive outlook and desire to find solutions. The role requires precise agenda setting, preparation and planning for meetings and tasks and strong written and verbal communication skills.Business knowledge: A good understanding of banking operations and financial products across asset classes is required, with a preference for prior knowledge of the Wealth Management business

What’s on Offer

Competitive package and the opportunity to work for one of the largest and most prestigious investment banksAverage Salary: HK$65,000

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