JOB DESCRIPTION

Business Analyst

Company Profile

The client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Client can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Technology

Technology works as a strategic partner with the client business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. The client's sizeable investment in technology results in quantitative trading systems, cutting-edge modelling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses to our own.

Client Technology

The client Wealth Management (MSWM) Technology is the global technology department responsible for the design, development, delivery and support of the technical solutions behind the products and services used by the Client Wealth Management business. The department is comprised of 10 organizations: Sales, Banking & Corporate-Client Technology, Investment Products & Markets Technology, Client Reporting, Core Processing, Private and International Wealth Management Technology, Technology Integration Office, Enterprise Infrastructure & Production Management, Capital Markets Application & Data Services, Deployment Planning & Release Management, and the Chief Operating Office. Client Wealth Management Technology works with large scale databases such as DB2 and SQL Server, proprietary and non-proprietary messaging software, a broad variety of vendor products, numerous financial exchanges and regulatory entities, and programming languages ranging from .Net and Java to Cobol and VB.Net.

Position Description

The Tech BA (Business Analyst) will be assigned to manage the Customer Relationship Management (CRM) platform requirements. He/She must review/understand business requirements documented in BRD's (Business Requirements Documents) and then develop SRS's (Software Requirements Specification). The Tech BA must work with their counterparts, Business BA's, to understand BRD's, in addition to the dev team, to understand technical feasibility. The Tech BA must resolve any open questions with business, ensure development teams are equipped with the information to develop their solution, and support QA/UAT from a functional requirements perspective.

QUALIFICATIONS

Required Skills

· Write unambiguous, verified functional requirements to a testable level (functional and non-functional)

· Work with SMEs to model systems, user interface design, and prototyping, decision tables/trees, data flows

· Support SMEs in data definition and mapping tasks, good understanding of data management principles with a particular understanding of data mapping and transformation.

· Support with the business case, requirements elicitation, fit/gap analysis, and preparation of functional design documents

· Experience in working in an Agile-like environment with focus on rapid prototyping while maintaining dependencies from other teams who are not agile

· Coordinate with QA team to incorporate new functional items into regression suite

· Support functional testing and raise issues accordingly

· Adhere to CR process for approved changes by updating requirements and socializing with key stakeholders (i.e. DEV, QA, UAT and business team)

· Update project documentation such as jira story boards, regression and production check-out scripts

· Understanding of the financial services industry with a particular focus on 'sell-side'/retail.

Desired Skills

· Understanding of CRM platforms and capabilities including but not limited to contact management, campaign management, opportunity tracking

· Experience in transformation from account-centric to party-centric functionality and integrating CRM to the financial services eco-system a plus