Lead Business Analyst, Wealth Management, IT

Reposted 5 Hours Ago
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
80K-100K Annually
Senior level
Fintech • Payments • Financial Services
The Role
This role focuses on bridging business needs with IT solutions in the wealth management sector, including requirements gathering, process improvement, and project management.
Summary Generated by Built In

Key Areas of Responsibilities

  • Serve as a liaison between business stakeholders and the IT department, focusing on the analysis and implementation of technology solutions that meet the needs of the securities, brokerage & wealth management business.

  • 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.

  • Work with development managers and development team to design and review technical solutions to meet business requirements

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

  • Support UAT to ensure requirements are met, provide training and support on new systems and processes.

  • Develop user guides and documentation as needed.

Requirements

  • Degree holder in IT, Computer Science or related discipline(s). Master’s degree or relevant certification is a plus.

  • 5 years of related experience in securities, banking, brokerage, wealth management sector (candidate with more experience could be considered)

  • Development skills in Java and working with one of more Java frameworks

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

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

  • Excellent communication, presentation, and interpersonal skills.

  • Strong analytical and problem-solving abilities.

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

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

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Skills Required

  • Degree holder in IT, Computer Science or related discipline(s)
  • 8 -10 years of BA experience in securities, banking, brokerage, wealth management sector
  • Strong understanding of securities trading, brokerage operations, financial regulations
  • Proficiency in requirements gathering techniques, process mapping, and data analysis
  • Experience with project management methodologies (Agile, Waterfall)
  • Excellent communication, presentation, and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Familiarity with business intelligence tools and data visualization
  • Good command of written and spoken English, Cantonese and Putonghua

CLSA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.

  • Pay Growth & Progression Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
  • Healthcare Strength Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
  • Retirement Support Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.

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The Company
London,
2,160 Employees
Year Founded: 1986

What We Do

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com

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