Manager / Senior Business Analyst (Investment) | HK Talent Engage

Job description

Key Responsibilities:

• Gather, analyze, and document current state business processes and technology architecture using various methods such as interviews, process documentation, surveys, and workshops.
• Collaborate with investment teams to design and document end-to-end business processes and technology solutions that enhance efficiency, automate manual steps, and lower operational risk, with a specific focus on portfolio management, trading, and investment operations areas.
• Develop detailed requirements and interface specifications using techniques such as use cases, stories, data mappings, process flow charting, and report specifications.
• Evaluate data requirements to support targeted business processes.
• Develop test strategies, test plans, and success criteria.
• Coordinate with technical teams, vendors, and business stakeholders to ensure smooth system integrations and conduct user acceptance testing. Resolve any issues in a timely and appropriate manner.
• Develop training materials and coordinate/conduct end-user training sessions.
• Document and work towards the resolution of vendor issues and incidents. Monitor and report vendor and supplier Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).

Requirements:

• University degree in finance, economics, business, or related fields.
• Minimum of 3 years of experience as a business analyst, with at least 2 years in the institutional investment management industry.
• Possession of an MBA or CFA certification (or interest in pursuing these certifications) is a plus.
• Strong knowledge of the end-to-end investment lifecycle across asset classes, including data, processes, workflows, and investment platforms/systems used to support the investment business.
• Work experience with a focus on trade order management systems is a significant advantage.
• Ability to work collaboratively with internal and external stakeholders to gather, draft, and validate business requirements, workflows, and functional designs of solutions.
• Knowledge of accounting and cash management is a plus.
• Effective verbal and written communication skills.
• Ability to independently research, analyze, and resolve data quality issues.

If you are a motivated and detail-oriented professional with a passion for improving investment processes and technology solutions, we would love to hear from you. Join our team and contribute to the success of our top financial institution client.