We are seeking an experienced and dynamic Senior Business Analyst/Product Owner to join our Wealth Management Business Transformation team. In this pivotal role, you will be at the forefront of driving change and innovation within our wealth management division, working on high - impact projects that shape the future of our business. You will specialize in areas such as Managed Investments Solutions, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management, leveraging data - driven insights to inform decision - making processes.
This role focuses on delivering multi - asset investment platform solutions that bridge product strategy and sales engagement, while ensuring robust compliance and operational excellence.
- Lead investment solutions and advisory platform implementation and enhancement initiatives spanning Capital Markets products and Managed Investment Solutions.
- Drive platform capabilities for investment advisory, portfolio construction, order management,
execution, and trade lifecycle processes.
- Bridge the gap between product strategy teams and sales/advisory engagement by translating product initiatives into actionable platform requirements.
- Support onboarding of current investment products and solutions across asset classes onto the platform.
- Manage investment platform integrations for listed securities, OTC derivatives, structured products, and managed portfolio solutions.
Compliance Guardrails Suitability Framework
- Build and enhance compliance guardrails for investment disposition and suitability checks across all investment products.
- Define requirements for automated pre - trade suitability assessments, risk profiling, and investment mandate compliance.
- Work with Compliance and Legal teams to translate regulatory requirements into platform controls.
- Ensure platform enforces proper disclosure requirements and best execution principles.
Business Analysis Requirements Management
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