WAM-BA-Manager

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Role Title Manager - Business Analyst / Data & AI Consultant

Experience 8-12 years
Role Focus Solution ownership, delivery leadership, stakeholder management Sector WAM / Capital Markets
Primary Output Solution approach, delivery roadmap, reviewed BA outputs, governance updates AI Focus AI-led transformation and team adoption
Stakeholder Level Senior business, technology, product, architecture, delivery leadership Delivery Role Workstream lead / solution owner

Summary

We are seeking a Manager to lead business analysis and data-led transformation initiatives across Wealth & Asset Management and Capital Markets. The role will own solution shaping, stakeholder alignment, workstream planning, delivery governance, and review of key BA and data deliverables. The candidate will guide teams working on consolidated order/trade data stores, multi-asset class data flows, system integrations, workflow modernization, data quality, and AI-enabled delivery improvements.

Essential Duties and Responsibilities

• Lead end-to-end business analysis workstreams across WAM, Capital Markets, data modernization, and system integration programs.
• Own solution discussions with business stakeholders, product owners, architects, data teams, technology teams, QA, vendors, and delivery leadership.
• Define the BA delivery approach, workstream plan, requirement strategy, documentation standards, review cadence, risks, issues, dependencies, and sign-off path.
• Drive requirements workshops, decision forums, prioritization discussions, and alignment sessions with senior stakeholders.
• Review and challenge BRDs, FRDs, user stories, data mappings, data dictionaries, API requirements, testing scope, and implementation documentation prepared by the team.
• Provide direction on source-to-target mapping, data lineage, reconciliation approach, data-quality controls, exception handling, and validation strategy.
• Partner with architecture and engineering teams to shape scalable API, database, integration, and downstream consumption solutions.
• Manage delivery risks, conflicting priorities, open decisions, change requests, defect trends, and stakeholder escalations across workstreams.
• Guide Senior BAs and analysts, assign work, review outputs, coach on BA practices, and ensure consistency and quality of deliverables.
• Champion AI-native delivery by identifying AI use cases, productivity accelerators, reusable prompts, knowledge assets, documentation accelerators, and responsible AI practices.
• Contribute to solutioning, estimation, proposal support, client demonstrations, and leadership updates where required.

Qualifications

• 8-12 years of relevant experience in business analysis, technology consulting, data transformation, financial services transformation, or related roles.
• Strong experience in Financial Services, with preference for Wealth Management, Asset Management, Capital Markets, trading systems, investment platforms, portfolio systems, or reporting platforms.
• Strong understanding of order/trade lifecycle, front/middle/back-office processes, multi-asset class data, and enterprise data ecosystems.
• Proven experience leading BA workstreams or small teams on transformation, data migration, platform modernization, system integration, or regulatory/reporting initiatives.
• Strong hands-on understanding of data mapping, data analysis, SQL investigation, reconciliation, data quality, API requirements, JSON/XML, and Postman, with ability to guide and review team output.
• Experience managing senior stakeholders, facilitating workshops, resolving ambiguity, driving decisions, and aligning business expectations with technology feasibility.
• Experience reviewing BRDs, FRDs, FSDs, user stories, data mappings, acceptance criteria, test strategies, defect analysis, and implementation readiness material.
• Working knowledge of SDLC, Agile, Scrum, Waterfall, Jira or similar ALM tools, Confluence, delivery reporting, risk tracking, and governance practices.
• Strong AI-native mindset with ability to identify practical GenAI use cases and embed AI-led productivity improvements across BA and delivery activities.

Knowledge and Skills

• Strong WAM and Capital Markets domain knowledge with ability to lead discussions across business, data, technology, product, and architecture teams.
• Solution ownership across requirements, data flows, APIs, system integrations, testing scope, implementation impacts, and operational readiness.
• Ability to review and guide SQL analysis, data mapping, data lineage, data reconciliation, and data-quality controls without needing to execute every task personally.
• Strong stakeholder management, facilitation, negotiation, decision-making, and executive communication skills.
• Delivery leadership including workstream planning, risk and issue management, dependency tracking, scope control, status reporting, and escalation management.
• Ability to mentor analysts, improve BA standards, build reusable templates, and ensure quality and consistency across deliverables.
• Commercial and consulting mindset with ability to support solutioning, estimates, proposals, client presentations, and future-state recommendations.
• Ability to drive AI-native adoption across teams through practical use cases, responsible AI practices, and productivity-focused delivery improvements.

Experience and Education

• Bachelor’s degree in Computer Science, Management Information Systems, Finance, Engineering, Business, or a related field, or equivalent work experience.
• 8-12 years of relevant experience in business analysis, technology consulting, data transformation, financial services transformation, or related roles.
• Certifications such as CBAP, Agile/Scrum, Microsoft Azure, Databricks, consulting, or AI-related certifications are advantageous but not mandatory.

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