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À propos
The candidate is able to work effectively with distributed global teams and can provide the required overlap with the EST time zone.
* Gather and analyze business requirements for system integrations and data mapping; translate these into clear, detailed, and testable functional specifications and user stories. * Collaborate with internal and external stakeholders to define the functional scope of wealth management data products. * Manage project scope, dependencies, and requirements throughout the entire delivery lifecycle, providing clarity to engineering teams to reduce ambiguity. * Coordinate user acceptance testing (UAT) and manage rollout planning to ensure solutions meet business expectations. * Prepare templates, standard operating procedures (SOPs), and supporting documentation to ensure structured and repeatable delivery. * Define and monitor KPIs to measure product adoption and identify areas for ongoing improvement. * Utilize AI-based tools to enhance efficiency in story writing, documentation, and data analysis tasks. * Proven hands-on experience in wealth or investment management, including a deep understanding of portfolio data and the end-to-end investment lifecycle in a regulated environment. * Extensive experience in process mapping, workflow documentation, and writing epics, user stories, and acceptance criteria. * Strong background working within Agile frameworks and active participation in standard delivery ceremonies. * Superior problem-solving skills with the ability to conduct root cause analysis on complex system or process issues. * Exceptional relationship management skills with the confidence to engage both technical resources and senior business partners. * Professional certification such as CFA (or progress toward candidacy). * Technical exposure to industry tools including Tableau, Addepar, NetSuite, Salesforce, Morningstar, Bloomberg, UKG, or Snowflake. * Proficiency in SQL for querying and analyzing data within relational databases (e.g., SQL Server, PostgreSQL).
Compétences linguistiques
- English
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