Senior Business Analyst, User Acceptance Tester – Wealth Management

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About the team:

Capco’s Wealth and Asset Management practice helps support clients to stay ahead of industry trends and consequently define and deliver on their future business strategy. This allows Capco to support the complete value chain from defining their strategy, platform design, product shelf and client and advisor experience design. Additionally, in light of cost pressures, Capco continues to support wealth and asset managers optimize operating models and service models to drive efficiencies. We are experts in the following areas:

  • Digital Strategy and Transformation
  • Cost and Operational Efficiency
  • Business Model Transformation
  • Investing and Planning
  • Advanced Technology and Modern Delivery
  • Engagement and Adoption

About the Job:

As a Senior Business Analyst / User Acceptance Tester on the Wealth team, you will work in a fast-paced, collaborative setting alongside industry experts. You will become an expert in cross-functional, end-to-end delivery that spans multiple products. Our people are client facing leaders who combine industry expertise with core consulting skills, such as problem statement framing, root cause analysis, client facilitation and the ability to interface with multiple personality types. You will leverage your learnings and consulting expertise to better understand how to help advance our clients’ progress towards meeting their evolving needs.

What You’ll Get to Do:

  • Deliver on various projects using proven Change Management Methodologies
  • Work on projects from Business Case creation through to User Acceptance Testing co-ordination, test planning and execution
  • Produce structured functional specification, including experience of User Story
  • Run effective workshops for client business users
  • Critically evaluate information gathered across multiple sources, reconcile variances, and recommend proposals to clients
  • Communicate to a variety of audiences across business function and level and tailor messages appropriately
  • Lead project teams, and help to train and develop their understanding of project management and planning
  • Learn about wealth management trends and work with cutting edge platforms used by Financial Advisors to manage their book of business

What you’ll bring with You:

  • 10+ years of experience with QA 
  • Working experience in Agile, DevOps
  • Exposure to Automation Testing
  • Experience in tracking & reporting of E2E delivery of multiple, large cross-functional teams / projects
  • Experience with test management tools and application lifecycle management tools
  • Working experience with Sr. Management and coordinating with Product Owners, Development / QA heads etc.
  • Experience with customizing Jira, creating dashboards etc.
  • Capturing, generating & reporting quality metrics and program reports
  • Experience with working in onshore/offshore/nearshore model
  • Experience with Microsoft tools - Visio, PowerPoint, Excel,  etc.
  • Experience with dashboard designing and creation - SharePoint/Tableau/QlikView etc.
  • Good Communication and analytical skills
  • Project Management Experience 

Why Capco? 

You will join a company that supports and encourages an entrepreneurial outlook and independent thinking. Capco is not about organizational charts and layers – we operate with little hierarchy because we want all employees to feel that Capco is their firm.  

We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees. 

Ready to take the Next Step?

If this sounds like you, we would love to hear from you.  This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory. 

 

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Technology we use

  • Engineering
  • Product
  • People Operations
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • LookerAnalytics
    • Microsoft TeamsCollaboration

What are Capco Perks + Benefits

Capco Benefits Overview

- Health and wellness reimbursements for gym
memberships, classes, massages and public bike-sharing
- Generous vacation policy with unlimited sick leave
- Maternity and paternity leave
- Employee Assistance Program (EAP)
- Mental health awareness and support programs
-Childcare support
-Tuition Reimbursement

Culture
Volunteer in local community
Partners with nonprofits
OKR operational model
Open office floor plan
Hybrid work model
Diversity
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Adoption Assistance
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Fitness stipend
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program

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