Business Analyst - Banking & Financial Services

This position involves analysis, design, and consulting support, as well as developing an understanding of our clients’ strategic direction, issues and project goals. The successful candidate must be able to bridge the gap between user-functionality and system developers, and assist in documenting, evaluating, and translating business architectures and needs into IT applications. An understanding of consulting methodologies within the financial services industry (Strategy work, business case development, process mapping, life-cycle of project implementation, requirements gathering, competitive assessment) is an important factor for success in this role.

Deliverables/responsibilies include:

  • Preparing, facilitating, documenting and participating in client meetings/workshops
  • Conducting structured gathering, research and analysis o Developing and evaluating procedures, controls, user requirements and functional specifications to identify gaps between current state and future state
  • Creating business requirement documents (BRD’s) into use cases/functional specifications for customization
  • Requirements gathering, functional requirements, user stories and documentating business/data/application/technology architectures, requirements and business rules
  • Business process models/design, logical data models, standards and guidance
  • Documenting and explaining problems and works to resolve software defects, whilst ensuring technical compatability and end user satisfaction
  • Analyzing, developing and proposing enhancements to current business processes, reports and applications in order to optimize system effectiveness
  • Conducting customer interviews and producing meeting summaries
  • Participating in development of new business opportunities
  • Conducting market/client research and industry analysis o requirements
  • Doubling up as QA when needed
  • Producing high-quality verbal and written consulting deliverables (including proposals, customer presentations, consulting reports) to effectively communicate project findings
  • Generating re-usable intellectual capital in the form of consulting methodology and templates, blueprints and business cases
  • Basic scripting and project plans 

Required Skills

  • Bachelor’s degree required with a major in MIS, Computer Science, Finance, Economics, Business or Financial Engineering preferred. (An advanced degree is desirable)
  • Background in a financial services institution / consultancy with financial services clients / insurance company
  • Solid Business Analyst skills, including experience interviewing client executives to gather and document business requirements and process mapping
  • Strong experience documenting technology requirements, requirement analysis tools/methodologies (e.g. RUP, UML)
  • Strong presentation skills, extensive experience writing successful project proposals, experience planning and executing related projects
  • Ability to demonstrate project management skills and experience