Business Analyst, Wealth Management, IT

CLSA; Hong Kong; On-site; HKD 600,000 - 850,000; Full time

Job summary

CLSA in Hong Kong is seeking an experienced IT Business Analyst to bridge the gap between business stakeholders and the IT team for securities, brokerage, and wealth management solutions. You will gather requirements, document use cases, and help design systems that meet regulatory and business needs.

Responsibilities span from gap analysis to UAT support, with emphasis on clear communication, thorough documentation, and collaborative delivery in a fast-paced financial environment.

Qualifications

• Degree holder in IT, Computer Science or related discipline(s). Master’s degree or relevant certification is a plus.
• 5 years of related experience in securities, banking, brokerage, wealth management sector.
• Development skills in Java and working with one of more Java frameworks
• Strong understanding of securities trading, brokerage operations, fund, bond, structured products and financial regulations
• Proficiency in requirements gathering techniques, process mapping, and data analysis
• Excellent communication, presentation, and interpersonal skills
• Team player with the ability to work independently and manage multiple priorities
• Good command of written and spoken English, Cantonese and Putonghua

Responsibilities

• Serve as a liaison between business stakeholders and IT for securities solutions.
• Collaborate to gather, analyze, and document business requirements for securities ops.
• Conduct gap analyses between current and future state processes.
• Prepare functional specs, user stories, and use cases aligned to goals.
• Work with development teams to design and review technical solutions.
• Participate in project planning, monitoring, and status reporting.
• Support UAT and provide training on new systems and processes.
• Develop user guides and documentation as needed.

Skills

Analytical skills

Communication skills

Independent working

Multitasking

Education

Degree in IT / CS

Tools

Java

Java frameworks

Job description

Responsibilities

• Serve as a liaison between business stakeholders and the IT department, focusing on the analysis and implementation of technology solutions that meet the needs of the securities, brokerage & wealth management business.
• Collaborate with business stakeholders to gather, analyze, and document business requirements related to securities and brokerage operations. Identify opportunities for process improvement and system enhancements.
• Conduct gap analyses between current and future state business processes and technology solutions.
• Prepare detailed functional specifications, user stories, and use cases that align with business goals.
• Work with development managers and development team to design and review technical solutions to meet business requirements.
• Participate in project planning and management, including monitoring progress and reporting on project status to stakeholders.
• Support UAT to ensure requirements are met, provide training and support on new systems and processes.
• Develop user guides and documentation as needed.

Requirements

• Degree holder in IT, Computer Science or related discipline(s). Master’s degree or relevant certification is a plus.
• 5 years of related experience in securities, banking, brokerage, wealth management sector (candidate with more experience could be considered).
• Development skills in Java and working with one of more Java frameworks
• Strong understanding of securities trading, brokerage operations, fund, bond, structured products and financial regulations.
• Proficiency in requirements gathering techniques, process mapping, and data analysis.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Team player with the ability to work independently and manage multiple priorities.
• Good command of written and spoken English, Cantonese and Putonghua.