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.
- Participate in project planning and management, including monitoring progress and reporting on project status to stakeholders.
- Assist in defining project scope, goals, and deliverables.
- Work with different IT teams to design and implement technology, develop test plans, cases, and scripts
- Assist with user acceptance testing (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). Masters degree or relevant certification is a plus.
- 8 -10 years of BA experience in securities, banking, brokerage, wealth management sector
- Strong understanding of securities trading, brokerage operations, fund, bond, structured products and financial regulations.
- Proficiency in requirements gathering techniques, process mapping, and data analysis.
- Experience with project management methodologies (Agile, Waterfall) is preferred.
- Excellent communication, presentation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Familiarity with business intelligence tools and data visualization is a plus.
- Team player with the ability to work independently and manage multiple priorities.
- Good command of written and spoken English, Cantonese and Putonghua.