We are looking for an experienced consultant analyst with strong wealth management domain expertise to work closely with business stakeholders, product owners, and technology teams. The role focuses on gathering and translating business requirements into functional specifications across WM platforms, including advisory, brokerage, portfolio management, and client reporting.

Partner with Wealth Management business stakeholders to understand business objectives, processes, and regulatory requirements.

Conduct detailed requirement gathering through workshops, interviews, and analysis of existing systems and processes. Document business requirements, functional specifications, user stories, and acceptance criteria. Act as a bridge between business users and technology teams to ensure accurate solution delivery. Support initiatives related to portfolio management, investment products, onboarding, trading, and reporting. Analyze data, workflows, and gaps to ...