Salesforce Business Analyst with Wealth and Asset Management
Futran Tech Solutions Pvt. Ltd.
Salesforce Business Analyst With Wealth And Asset Management
Seeking a Business Analyst with 7 to 11 years of experience in Wealth and Asset Management to drive strategic financial solutions through portfolio management and data analysis
Utilize expertise in Wealth and Asset Management to analyse and optimize client investment portfolios and strategies
Apply business analysis techniques to interpret financial data, identify trends and support data driven decision-making
Collaborate with cross functional teams including technology and business units to enhance wealth management solutions
Ensure compliance with industry regulations and implement risk mitigation strategies
Support the design and deployment of innovative financial products tailored to client needs
Monitor market trends and provide actionable insights to refine portfolio and asset management strategies
Engage stakeholders to gather requirements and translate them into clear business insights and documentation
Drive continuous improvement initiatives using data analytics within the wealth and asset management domain
Lead comprehensive analysis of portfolio and asset management processes to identify improvement opportunities
Develop detailed reports, dashboards and presentations to communicate findings and recommendations to senior leadership
Serve as a subject matter expert in Wealth and Asset Management mentoring junior analysts and team members
Partner with technology teams to ensure alignment of data analytics efforts with organizational goals and regulatory requirements
Maintain accuracy and integrity of financial data used for analysis and reporting
Participate actively in strategic planning sessions to align services with evolving market and client demands
Facilitate workshops and training sessions to promote best practices in portfolio and asset management
Manage stakeholder relationships to ensure effective communication, requirement gathering and successful project delivery
Futran Tech Solutions Pvt. Ltd.Vacancy posted 3 days ago
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