Lead Business Analyst, Wealth Management, IT

Key Areas of Responsibilities

• 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.

• Act as a liaison between IT, business units, and external vendors, ensuring clear communication and alignment of project objectives.

• Facilitate workshops and meetings to support requirement elicitation and validation.

• Work with different IT teams to design and implement technology solutions that enhance operational efficiency and client service delivery.

• Develop test plans, cases, and scripts; assist with user acceptance testing (UAT) to ensure requirements are met.

• Stay up to date with industry regulations and ensure that projects comply with relevant standards and practices.

• Assist in the development and implementation of compliance-related technology solutions.

• Provide training and support to end-users on new systems and processes.

• Develop user guides and documentation as needed.

• Assist in troubleshooting and resolving technical issues related to business applications.

• Participate in project planning and management, including monitoring progress and reporting on project status to stakeholders.

• Assist in defining project scope, goals, and deliverables.

Requirements

• Bachelor’s degree of Information Technology, Computer Science or a related field. Master’s degree or relevant certification is a plus.

• 8-10 years of experience as a Business Analyst in the securities, banking, brokerage, wealth management sector.

• Strong understanding of securities trading, brokerage operations, fund, bond, structured products and financial regulations.

• Proficiency in requirements gathering techniques, process mapping, and data analysis.

• Experience with project management methodologies (Agile, Waterfall) is preferred.

• Excellent communication, presentation, and interpersonal skills.

• Strong analytical and problem-solving abilities.

• Familiarity with business intelligence tools and data visualization is a plus.

• Team player with the ability to work independently and manage multiple priorities.

• Good command of written and spoken English, Cantonese and Putonghua.

Stay informed on CITIC CLSA Job Opportunities

Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.