Business Analyst / Project Manager to work with the development team to gather business requirements and translate those to a project plan for our wealth management client.

As a Business Analyst / Project Manager in wealth management bridges technical teams and business units, handling requirements gathering, process mapping, and project documentation. You will facilitate stakeholder engagement, monitor project timelines/budgets, and ensure compliance with regulatory standards. Key duties include documenting user stories, managing risk trackers, and coordinating system rollouts.

Key Responsibilities

Project Coordination & Planning: Develop and maintain project schedules, charters, and documentation, ensuring activities meet budget and business goals.

Business Analysis & Requirements: Elicit, analyze, and document business requirements, translating them into functional specifications and user stories.

Process Improvement & Mapping: Analyze existing processes, identifying opportunities for efficiency improvements and documenting workflows.

Stakeholder Management: Coordinate with subject ma...