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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