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Investment Advisory BA

Salary undisclosed

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Responsibilities :

• Work closely together with the Product Owner, Program Manager and other squad members, to ensure right granularity of requirements specification on an epic / story level;

• Work closely with subject matter experts to gather business requirements and validate proposed solutions;

• Translate business needs: Create models, diagrams, presentations and other documentations that support the target audience in understanding the business requirements;

• Facilitate communication at project team level in order to create consensus on scope, design and implementation decisions;

• Constantly collaborate with vendor to ensure timely deliverables as per validated business requirements;

• Prepare materials for User Training and User Guides; assist business users in preparation updated workflows;

• Document use- and test- cases; perform pre-UAT;

• Coordinate UAT;

• Identify risks / issues that might affect project deliverables and proactively inform program leadership.

Requirements :

Competencies & Experience

• University degree or equivalent, preferably with a degree in information technology, math or business management

• Expertise in conceptual modelling; ability to see the big picture and envision possible solutions

• Knowledge of agile methods (SAFe, Scrum, Kanban, ...) and tools (Jira and Confluence)

• Relevant and demonstrable experience in designing and documenting requirements in agile teams

• Clear ability to provide concise, precise and managerial answers to a wide array of business related topics

• Independent and proactive working method and a high-quality standard

• Ability to deal with complex and ambiguous situations independently and with limited guidance

• Flexibility for moving between different requirements on a timely manner.

Specific qualifications

• Product knowledge:

• Investment Advisory Service (must)

• DPM (nice to have)

• Execution Only (nice to have)

• System knowledge: knowledge of Blackrock Aladdin or any other similar investment portfolio management as well as the knowledge of Avaloq core banking would be a huge advantage

• Experience in implementation of Blackrock Aladdin Wealth, especially in conjunction with Avaloq core banking will be considered as advantage

• Regulation knowledge: MAS and HKMA knowledge is must; MiFID is good to have; UK and Swiss regulatory requirements applicable to investment services will be an advantage

• Ability to analyse existing and set up new/propose optimised workflows.

Responsibilities :

• Work closely together with the Product Owner, Program Manager and other squad members, to ensure right granularity of requirements specification on an epic / story level;

• Work closely with subject matter experts to gather business requirements and validate proposed solutions;

• Translate business needs: Create models, diagrams, presentations and other documentations that support the target audience in understanding the business requirements;

• Facilitate communication at project team level in order to create consensus on scope, design and implementation decisions;

• Constantly collaborate with vendor to ensure timely deliverables as per validated business requirements;

• Prepare materials for User Training and User Guides; assist business users in preparation updated workflows;

• Document use- and test- cases; perform pre-UAT;

• Coordinate UAT;

• Identify risks / issues that might affect project deliverables and proactively inform program leadership.

Requirements :

Competencies & Experience

• University degree or equivalent, preferably with a degree in information technology, math or business management

• Expertise in conceptual modelling; ability to see the big picture and envision possible solutions

• Knowledge of agile methods (SAFe, Scrum, Kanban, ...) and tools (Jira and Confluence)

• Relevant and demonstrable experience in designing and documenting requirements in agile teams

• Clear ability to provide concise, precise and managerial answers to a wide array of business related topics

• Independent and proactive working method and a high-quality standard

• Ability to deal with complex and ambiguous situations independently and with limited guidance

• Flexibility for moving between different requirements on a timely manner.

Specific qualifications

• Product knowledge:

• Investment Advisory Service (must)

• DPM (nice to have)

• Execution Only (nice to have)

• System knowledge: knowledge of Blackrock Aladdin or any other similar investment portfolio management as well as the knowledge of Avaloq core banking would be a huge advantage

• Experience in implementation of Blackrock Aladdin Wealth, especially in conjunction with Avaloq core banking will be considered as advantage

• Regulation knowledge: MAS and HKMA knowledge is must; MiFID is good to have; UK and Swiss regulatory requirements applicable to investment services will be an advantage

• Ability to analyse existing and set up new/propose optimised workflows.