BA with Wealth Management at Los Angeles , CA

Job Title : Business Analyst

Duration: Long Term Contract

Location: Los Angeles , CA

 

Roles And responsibilities

  • Support The Wealth Management (WM) CTO in strategic initiatives
  • Subject Matter Expert in Multi Asset Portfolio Solutions leadership, Operations, Technology, Legal, Risk, Compliance, Audit and Business Partners
  • Lead initiatives within the WM CTO team and across Multi Asset Portfolio Solutions teams
  • Evaluate effectiveness of processes and controls; proactively identify gaps, define solutions, and execute on process and control improvements
  • Partner with Business Product team, traders and cross functional stakeholders on strategic planning and overall stakeholder engagement and reporting
  • Participate in identification of key fixed income and multi asset technology vendors and selection as necessary
  • Establish appropriate governance and oversight programs to monitor vendor performance
  • Responsible for coordinating governance meetings with vendors including agendas, presenters/attendees, minutes and follow-up on action items
  • Participate in business process reviews and workflow changes impacting technology operations, while working directly with end users, vendors and technology when applicable
  • Knowledge and experience of business and operations flows and multi asset financial products including fixed income products
  • Successful candidate should display insight, discretion and good judgment in making decisions
  • Successful candidate should display a broad range of interpersonal and professional skills. Respond positively to rapidly changing priorities and business needs and adds value in several areas
  • Knowledge of multi-asset markets, products and processes is preferred
  • Ability to understand complex business processes and challenges; solution-oriented and logical in approach
  • Strong relationship building focus – able to build a network and leverage relationships with stakeholders and peers
  • Strong presentation skills: written (emails and power point slides) and verbal (both small and large group presentations).
  • Able to articulate complex ideas, concepts, and solutions effectively to all levels of the organization.
  • Collaborative team player who shows commitment and dedication; able to work across diverse working styles and maintain a positive ‘can do’ attitude under pressure. 

Qualifications

  • 12+ years of experience in vendor management/relationship management/project management, preferably within a cross-functional Asset Management organization
  • Excellent working knowledge and experience in Capital Markets and financial products in the Fixed Income and Multi-Asset space such as Bonds, Derivatives, Credit instrument , Equity
  • Strong understanding of Fixed Income technology systems
  • Effective verbal and written communication skills relating to colleagues and associates both inside and outside the organization
  • Proven ability to manage several projects concurrently
  • Demonstrated leadership qualities and partnering skills
  • Bachelor’s degree in Finance, Statistics, Economics, Computer Science or a related field.
 
 

Regards,

Baidyanath Kamti

Sr. Technical Recruiter

Quantum World Technologies Inc.

199 West Hillcrest Dr Suite # 0112, Thousand Oaks CA – 91360

www.quantumworld.us

Office: 805-222-0532 Ext-122

Direct: 805-317-7660

Fax : 805-834-0532

E: baidya@quantumworld.us

LinkedIn: linkedin.com/in/baidhy

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