NEW VACANCY REQUEST FORM
General Information
Barclays Wealth is part of the Barclays Group, one of the largest financial services firms in the world. Barclays has the stability of a $2.2 trillion balance sheet, strong credit ratings, a diversified business and no government involvement. Barclays has been providing private clients with tailor-made wealth products and services for over 300 years.
We offer investment, brokerage and banking services to high net worth individuals and families, trusts, foundations and endowments.
As part of one of the largest financial services providers in the world, Barclays Wealth has an unrivaled local expertise and international reach. Clients gain access to a full array of Barclays products, as well as top third-party investment managers from across the market.
To learn more about Barclays Wealth in the Americas, please visit our website www.barclayswealth.com
Position Description
Business Analyst for BWA Information Technology
Responsibilities:
Main responsibilities include creating and maintaining Business Requirements and Functional Specification documents. The following are core examples (not an exhaustive list):
• Owns the Functional Specifications documentation and the traceability to their corresponding Business Requirements.
• Owns the Business Requirements documentation
• Responsible for providing and maintaining timelines and tasks required for completion of BRD/FSD.
• Responsible for communicating and resolving open requirement issues related to requirements with the business representative.
• Responsible for coordinating requirement document sign-off by the owners of the Business Requirements and the Technology leads.
• Works with Development Team to ensure that sufficient requirement details are provided for the technical design and implementation.
• Works with QA Team to ensure that sufficient requirements are provided for the QA Testing plans.
• Document test plans and facilitate UAT and post production checkouts
• Provides the link between the technical and business disciplines.
• Coordinate between various technical and business disciplines to gather, analyze, and assist in clarifying requirements needed for completion of the project.
• Provide business owners with ad hoc data analysis for what if scenarios to assist in their decision making process
Position Requirements
Required Skills:
• Prior experience in the following subject areas is highly preferred:
1. Capital Markets Trading (with knowledge on Commission and/or SalesCredit processing)
2. Finance Reporting (specifically on Sales Force payout calculations)
3. Client Billing (relating to Wealth Management and/or Asset Management client billing)
• Must have excellent communication skills (both verbal and written). Furthermore, must be able to interface with senior level project sponsors and stakeholders.
• Must be able to write Business Requirement Documents, and Functional Specification Documents.
• Must be highly detail oriented.
• Must possess strong organizational skills.
• Knowledge and experience in Project Management is a plus.
• Strong knowledge of the banking business (e.g. brokerage, asset management, financial market, portfolio management, banking operations, finance product control, client and product static data, and AML / KYC risk measurement) is highly preferred.
• Experience in complete SDLC process.
• Software development experience, and ability to write Technical Specification Document is a plus.
• Hard working, self motivated, and assertive.
• Capable of facilitating meetings
• Strong skills in Microsoft Excel, Power Point, Word, Project, and Visio.
Business Experience & Education:
• BS/BA in MIS, Computer science, Economics, Accounting, Finance.
• 3 to 5 years of progressive work experience in the financial industry preferred.
• Project Management certification a plus
• Industry certification a plus (e.g. Series 7, CFA)
Justification / Rationale:
Salescomp projects require an IT Business Analyst
Risk to firm should role not be approved:
Requirements for sales compensation technology projects will not be accurately documented and functionality implemented may not reflect business’s needs.
