Pune, Maharashtra, India
Information Technology
Full-Time
Synpulse Holding AG
Overview
We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world‘s largest international financial services and insurance firms. We support our clients at all project management stages from the development of strategies and operational frameworks to the technical implementation and handover. Our expertise in business and technology combined with our methodic approach enable us to create sustainable added value for our clients business.
About the job:
About the job:
About the job:
- Collaborate with internal and external stakeholders to gather, analyze, and define business requirements for various wealth management initiatives, ensuring that all business needs are accurately captured and translated into actionable solutions.
- Conduct thorough analysis of current business processes, identify areas for improvement, and provide recommendations for efficiency enhancements and cost savings.
- Assist in the design and implementation of business solutions that meet client needs, regulatory requirements, and organizational goals.
- Develop detailed functional specifications and user stories for technology teams, ensuring they understand the business context.
- Conduct market research, competitor analysis, and industry trends to provide actionable insights to business leadership.
- Perform data analysis to support business decision-making and track key performance indicators (KPIs) to measure the success of implemented solutions.Lead and manage end-to-end project lifecycles, from planning and initiation to execution and closure, ensuring that all projects are delivered on time, within scope, and within budget.
- Define project scope, goals, and deliverables that support business objectives in collaboration with senior management and stakeholders.
- Develop comprehensive project plans, schedules, and resource allocation plans, and ensure project milestones are met.
Coordinate cross-functional teams to ensure efficient communication and collaboration across all phases of the project lifecycle. - Identify potential project risks, develop mitigation plans, and proactively address challenges to ensure project success.
- Provide regular updates to senior management and stakeholders regarding project status, potential risks, and required actions.
- Ensure all project deliverables are documented, including project documentation, change management processes, and lessons learned.
- Act as a liaison between business users and technical teams to ensure a seamless translation of business requirements into functional specifications.
- Support testing and quality assurance (QA) efforts to validate that solutions meet business requirements and standards.
- Contribute to the development of operational procedures and best practices to optimize processes within the wealth management division.
- Foster a culture of continuous improvement by suggesting new tools, technologies, and methodologies that could enhance business operations.
About you:
- Bachelor's degree in Business Administration, Finance, Economics, or a related field. Master’s degree or relevant certifications (e.g., PMP, Six Sigma, CBAP) preferred.
- Minimum of 5+ years in business analysis and project management roles, preferably in wealth management, banking, or financial services.
- Strong experience with business process mapping, requirements gathering, and solution design.
- Proven track record of managing and delivering complex projects on time and within budget in a global or large-scale environment.
- Experience with tools such as MS Project, Jira, Trello, or similar project management software.
- Strong proficiency in data analysis and visualization tools such as Excel, Tableau, or Power BI.
- Familiarity with project management methodologies (e.g., Agile, Waterfall, Scrum).
- Working knowledge of wealth management platforms, CRM tools, and financial technology solutions is a plus.
- Excellent written and verbal communication skills, with the ability to engage stakeholders at all levels of the organization.
- Strong presentation skills with the ability to clearly communicate business and technical information to non-technical stakeholders.
- Demonstrated ability to work effectively in a collaborative and team-oriented environment.
- Problem-Solving & Analytical Skills:
- Strong analytical skills with the ability to identify key business issues and formulate solutions that meet both short-term and long-term goals.
- Ability to manage multiple priorities and complex tasks simultaneously.
- Experience with regulatory compliance and risk management in the wealth management space.
- Knowledge of digital transformation in wealth management
- Familiarity with Agile methodology and project management certifications such as PMP or PRINCE2.
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