Senior Business Analyst - Wealth Management & Investments

The digital advisor and client experience team is on a journey of transformation. We have a vision for the client and advisor experience of tomorrow and are looking for a smart self starter to help us tackle numerous challenges within the experience. You will be joining a high performing team working on the AX360 platform. This agile team is building the advisor dashboard of the future.

About you

• Stakeholder Engagement / Communication – Identifies stakeholders and ensures they are actively providing necessary inputs to teams
• Strategy / Value Focus – Partners with key stakeholders to articulate product vision; documents problem / opportunity and broader context; defines the desired future states using outcomes as measures of success and with a strong focus on value delivery
• Continuous Improvement Support – Practices continuous improvement and is on the constant lookout for opportunities; provides and adapts to continuous feedback positively
• Knowledge Centre for the Team– Acts as the team’s central point for business / functional knowledge and ensures developers, testers, and other team members have necessary information and knowledge to complete their activities
• Proactive Issue Identification – self-organizes around risks / issues / blockers; raises them as soon as they are identified or appear
• Collaboration Facilitator – Engages the right set of staff within the team based on desired goals to facilitate collaborative working sessions
• Business Needs Discovery, Visualization, and Validation – Collaborates with business and other stakeholders to identify business needs; captures / presents business needs as user stories and visualized requirements

Key Responsibilities

• Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements
• Provides discipline, rigor, and technical skills to the requirements definition and validation process
• Works ahead of the delivery team to elicit requirements for next iteration’s user stories
• Can decompose and describe business needs as stories while enabling incremental delivery
• Helps the Product Owner define and own the value definition of user stories
• Collaborates with key stakeholders to complete required artifacts
• Works in collaboration with the journey owner to organise and facilitate program increment planning (PI planning)
• Is an effective negotiator who can negotiate effectively with business to clarify needs vs. wants / likes in order to balance business direction / requirements with cost of development
• Is an effective facilitator for delivery team to deliver incremental units of business value
• Collaborates with the team to provide a delivery estimate for user stories to gain a team commitment
• Supports the journey owner with business rule definitions
• Can visualize business needs / requirements as user stories
• Helps in user story creation in a format that supports Acceptance Test Driven Development e.g. gherkin (given, when, then)

Desired Outcomes

• Buy-in from stakeholders for requirements / user stories
• Constant communication with team members to maintain information flow
• Time-boxed requirement gathering from the right mix of stakeholders
• Timely completion of required artifacts
• Experience in Wealth Management & Investments
• Time-boxed, value-based user story and artifact creation

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