Nomura - Associate - IWM Investment Products & Services

Associate - IWM Investment Products & Services (MI IA DPM)

Roles and responsibilities:

- Lead complex business analysis initiatives across specialized domains, including Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management

- Collaborate with stakeholders across various levels of the organization to identify business needs, challenges, and opportunities for improvement in these specialized areas

- Develop and maintain detailed business requirements, process flows, use cases, and user stories specific to wealth management products and services

- Conduct gap analysis between current and future state processes, identifying areas for optimization and efficiency gains in investment strategies and portfolio management

- Facilitate workshops and meetings to elicit requirements and drive consensus among diverse stakeholder groups, including investment managers, advisors, and clients

- Create and present compelling business cases, reports, and presentations to senior management, incorporating data-driven insights and financial modelling

- Work closely with IT teams to ensure that technical solutions align with business objectives and regulatory requirements in the wealth management space

- Perform advanced data analysis and financial modelling to support decision-making processes and investment strategies

- Contribute to the development of the overall business transformation strategy, with a focus on enhancing investment products and services

- Mentor junior business analysts and foster a culture of continuous improvement and data-driven decision making

- Collaborate with data science teams to develop and implement predictive models and analytics tools for portfolio optimization and risk management

Skills required:

- 7+ years of experience in business analysis, with at least 3+ years with specialization in the wealth management financial services sector

- Strong understanding of wealth management products, services, and regulatory environment, particularly in Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management

- Proven track record of successfully delivering large-scale transformation projects in the wealth management domain engaging cross-functional divisions.

- Excellent analytical and problem-solving skills, with the ability to translate complex financial concepts into actionable insights

- Advanced proficiency in Microsoft Office suite, particularly Excel and PowerPoint

- Experience with business process modelling tools (e.g., Visio, BPMN) and financial modelling techniques

- Familiarity with Agile methodologies and project management tools (e.g., JIRA, Confluence)

- Outstanding communication and interpersonal skills, with the ability to influence and negotiate at all levels of the organization

- Certified Business Analysis Professional (CBAP) or similar certification is preferred

- Strong data analysis skills, including proficiency in programming exposure in SQL, Python for data manipulation and business analytics

- Experience with data visualization tools such as Tableau, Power BI, or QlikView