Senior Business Analyst - Wealth Management, Portfolio Man

Experis - ManpowerGroup; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading consulting firm in London is seeking a Senior Business Analyst specializing in Wealth Management. The role involves analyzing current tooling for Retirement portfolio management and facilitating requirements workshops. The ideal candidate should possess strong skills in Cash Flow Modelling and a solid understanding of regulatory aspects related to wealth management. This is a hybrid position with UK-wide opportunities.

Qualifications

• Experience in Wealth Management projects.
• Ability to facilitate requirements workshops.
• Solid knowledge of process modelling techniques.

Responsibilities

• Analyze current and future tooling for Retirement portfolio management.
• Organize requirements workshops and produce documentation.
• Explain complex scenarios in an easily understandable way.

Skills

Wealth Management

Cash Flow Modelling

Regulatory Understanding

Process Mapping

Product Analysis

Job description

Inside IR35, Hybrid working, UK Wide, London, North West, Scotland, Senior Business Analyst, Wealth Management, Cash flow Modelling, Lifestyle portfolio management, Pension Agile, Waterfall, Process mapping, Product Analysis, Strong Regulatory understanding

My leading Wealth Management client is looking for a strong Business Analyst to work on a project around analysing the as-is and to-be processes of the current and future tooling around Retirement portfolio management decision making and new product management within this Wealth area. You must have the ability to organise and facilitate requirements workshops and produce documentation, with the ability to explain complex scenarios in an easily understandable way. Combined with this you will have a solid knowledge of process modelling techniques.

Key Areas

• Proven Deep Wealth Management
• Lifestyle Decision Making tooling - Around Retirement
• Cash Flow Modelling
• Stochastic modelling
• Wealth Management Product Development
• Excellent regulatory understanding on pensions / wealth management

If you have the above experience, please send me your cv