Job Description

We are seeking a highly skilled Business Analyst / Project Manager with experience in the financial services industry to lead and support key initiatives. This role involves analyzing business processes, gathering requirements, managing projects, working with stakeholders, and providing product support functions to implement solutions that drive business efficiency and regulatory compliance. To be successful in this role the candidate must be comfortable juggling multiple projects.

Primary Responsibilities

• Business Analysis
• Gather, document, and analyze business requirements from stakeholders.
• Conduct gap analysis and recommend process improvements.
• Develop functional specifications and liaise with technical teams for implementation.
• Support data analysis and reporting for decision-making.
• Perform user acceptance testing (UAT) and facilitate training sessions for end users.
• Conduct market and competitive analysis to support strategic decision-making.
• Project Management
• Lead end-to-end project delivery, ensuring timelines, budgets, and quality standards are met.
• Develop and maintain project plans, status reports, and stakeholder communications.
• Coordinate cross-functional teams, including business, IT, and external vendors.
• Product Support
• Conduct training sessions
• Perform help desk & support functions

Required Skills and Characteristics

• 7+ years of experience in project management and business analysis within financial services (Wealth Management, Trust Services, Custody and Accounting, etc.).
• Strong understanding of financial products, regulatory requirements, and operational processes.
• Experience with Global Plus, InvestCloud, Evare, Salesforce
• Proficiency in project management tools (Smartsheet, etc.).
• Strong analytical, problem-solving, and stakeholder management skills.
• Excellent communication and presentation abilities.

Preferred Skills and Characteristics

• Experience with financial risk, compliance, or data governance initiatives.
• Knowledge of SQL, data analysis tools, or business intelligence platforms.
• Prior experience in system implementation or digital transformation projects.
• Certifications such as PMP is a plus.

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