Wealth Management Analyst supporting advanced planning for High and Ultra - High Net Worth clients at Truist. Engaging in team activities to improve service, processes, and systems.
About the role
- Technical Business Analyst for Keystone Property Finance, responsible for transforming requirements into actionable system solutions. Collaborating with operational and technical teams in a hybrid role.
Responsibilities
- Collaborate with Stakeholders, Operational Business Analysts, Developers, Test Analysts gathering requirements and transforming into actionable technical design documents
- Review and understand User Stories from the Operations team and transform these into actionable technical design documents for the development team
- Use clear communications to liaise with colleagues to understand the specifics surrounding an idea for change
- Identify and compare the best processes or delivery methods to use
- Liaise with Line Manager, escalating any challenges with suggested resolutions
- Creation of documents such as Project Roadmaps, Project Plans, Technical Design Documents, Specifications, Test Scripts, Procedure Documentation, System Manuals
- Work with minimal direction to complete tasks and defined outputs linked to the project
- Identify areas where process and service improvements can be made and develop recommendations
- Ensure that project administration is carried to ensure the projects are always kept up to date
- Assistance with testing, identifying the test scope, creating test plans and test cases, executing test cases, documenting defects and raising with developers
Requirements
- Experience in the creation of process analysis
- Facilitation of workshops
- Elicitation of requirements
- Creation of user story documents
- Creation of technical design documents / technical specifications
- Strong stakeholder management skills
- Experience working with Waterfall, Agile or Kanban development methodologies
- High competence in Microsoft – Visio, PowerPoint, Excel & Word
- Knowledge of Azure DevOps or Click Up would be beneficial
- Experience in SQL would be beneficial.
- Understanding of C#, Classic ASP, Java would be beneficial
- Knowledge of the mortgage process would be beneficial
- Understanding / Experience of Waterfall, Agile & Kanban Methodologies
Benefits
- Adhoc Answering IT support requests to both external / internal customers training will be provided
- General IT support for our offices in Kings Hill and Wilmslow (remotely)
- Out of hours’ time is recorded and given back
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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