Technical Business Analyst (Agile, SQL)

- Background in Wealth Management/Investment Management focusing on Capital Markets & Trading - Experience in managing large-scale projects - Thorough understanding of portfolio management in relation to investment product trading and order management systems - Familiarity with execution processes across various asset classes/products, including booking models and regulatory compliance - Experience in Wealth Management Back Office - Knowledge and exposure to Financial Data including Balances, Position, Activity, Performance, Asset Allocation, Projected Income, and Gain and Loss data analysis - Proficient in SQL and Microsoft Excel - Strong ability to document, track, and manage Functional, Technical, and Data requirements with minimal oversight - Excellent verbal and written communication skills - Demonstrated expertise in Information Systems and staying updated with customer needs and strategies - Experience in facilitating project meetings and presentations for diverse audiences - Ability to identify and implement process design changes and improvements focusing on quality enhancement and data management - Capability to create and maintain issue logs, meeting records, and project updates - Experience supporting system conversions, upgrades, and enhancements - Proven ability to act as a liaison between Business Units and Technical teams