Lead Business Analyst, Wealth Management, IT

Key Areas of 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.

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