Business or consulting experience within a client-facing role on business critical projects within a major financial services firm (either as a part of or on behalf of an IT/Consulting Service Provider), e.g. investment bank, asset management, wealth management firm etc
Business Consultants: Must have expertise in the Wealth Management Domain
Business or consulting experience within a client-facing role on business critical projects within a major financial services firm (either as a part of or on behalf of an IT/Consulting Service Provider), e.g. investment bank, asset management, wealth management firm etc
Experience performing capability oriented business consulting, strategy and analysis and business requirements specifications creation
Knowledge of systems such as portfolio accounting, performance reporting, trade order management, front office broker/advisor workstations, client facing online portals and other such applications
Understanding of the business processes, value chain, terminology and industry dynamics of the financial services industry in general and brokerage/investment management industry in particular
Knowledge of products and services offered by wealth management firms, mutual fund companies, private money mangers
Critical thinking and translation of business needs into technology solutions
Ability to analyze vague project requests and clarify into specific tasks, next steps and deliverables
Excellent written/oral communication skills and listening skills
Full systems development life cycle experience
Solid knowledge of Microsoft Excel, Visio, ARIS and other such business process modeling tools
Solid knowledge of project/portfolio management techniques and Microsoft Project
Understanding of frameworks such as Zachman and TOGAF helpful but not essential
Ability to take disparate inputs and synthesize them into coherent ideas and express them articulately
Consultative engagement skills and an ability to extract and document information from client SMEs
Strong Power point skills (not just formatting but information architecting and coherent/compelling messaging)
