Customer is about much more than just the numbers. It’s about attesting to accomplishments and challenges and helping to assure strong foundations for future aspirations. Deloitte exemplifies the what, how, and why of change so you’re always ready to act ahead Learn more about Customer
Your work profile
As a Senior Consultant in our CS&D Team you’ll build and nurture positive working relationships with teams and clients with the intention to exceed client expectations.
Role and Responsibilities
◼ Drive the transformation of client buying power (based on client available collateral) checks from manual, end-of-day
processes to real-time, automated solutions across multiple trading platforms and asset classes.
◼ Gather and analyse complex business requirements from trading desks, credit teams, and execution platforms.
◼ Analyse current manual buying power calculation processes and design future-state processes for real-time buying
power checks across trading platforms.
◼ Document detailed business specifications for the buying power utility integration. Map data requirements across
source systems (Avaloq, LTV systems, execution platforms)
◼ Scope the Avaloq system: Work closely together with the Product Owner and other functions to ensure right
granularity of requirements specification on an epic / story level.
◼ Translate business needs: Create models, diagrams, presentations, and other documentations that support the
target audience to understand the business requirements.
◼ Facilitate communication at team level to create consensus on scope, design decisions, and implementation
decisions.
◼ Validate requirements, UAT Testing & User training (if required), validate e2e requirements via reviews,
walkthroughs, and demo. Write & conduct UAT test cases and in case required, train stakeholders.
◼ Proactively identify risks/issues that might affect project health.
◼ Experience in functional analysis in area of Private Banking, Wealth Management; Knowledge and experience of
banking business and its operations is a big plus.
◼ Establish and maintain project management standards, processes, and best practices, ensuring that projects are
executed efficiently.
◼ Excellent communication skills with ability to adapt approach to stakeholder groups and different levels of seniority
across the organization as well as ability to present complex problems in a simple way to drive quick and effective
decision making.
Skills, experience, qualifications and knowledge required:
Essential
◼ Knowledge of LTV (Loan-to-Value) calculations and concentration risk management. Previous experience with
buying power, margin, or credit limit systems.
◼ Experience with API-based integrations
◼ Strong understanding of trading operations, client onboarding, and credit management processes
◼ Strong experience with Avaloq Core Platform (Modules- STEX, Credit, Client Data, MIS reports, Stock exchange,
and payments); Avaloq certification is a plus.
◼ Previous experience working within Wealth Management, Wholesale Banking or Asset Management
◼ Strong understanding of the Wealth Management landscape
◼ Strong experience in documenting BRDs so that the candidate can contribute to drafting Business Process Change
document, Policies & Procedure updates etc. from business operationalization aspect.
◼ Expertise in conceptual modelling, ability to see the big picture and envision possible solutions and clear ability to
provide concise, precise, and managerial answers to a wide array of business-related topics.
◼ Ability to engage with stakeholders and manage cross functional projects.
◼ Previous experience with Jira, Confluence, Power BI, or similar tools
◼ Ability to work under limited supervision (‘self-starter’) in unstructured environments.
◼ Intellectual strength / flexibility to rapidly understand complex problems and rationalize these into a workable solution
which can then be delivered.
◼ High level of drive, commitment to achieving solutions and ability to work under pressure.
◼ Familiarity with different delivery methodologies (particularly Agile)
◼ Familiarity experience articulating requirements in the form of Use Case, User Stories
◼ Experience working with technology teams to deliver complex solutions across multiple business areas, functions,
and locations.
Experience
5 to 8 years of experience as a Business Analyst in CapitalMarkets projects in either Risk, Capital or Liquidity.
