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Mid-level BA/PM title, metro location, and reputable finance firm increase applicant competition.
Domain skills are transferable, but financial services and investment operations preference raises sensitivity.
Explicit 5–7 years requirement plus finance/regulatory experience expectations make filters moderately strict.
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Lead end-to-end delivery of strategic, regulatory, and operational initiatives including planning, execution, risk management, and closure.
Partner with cross-functional global stakeholders to define business requirements, conduct data analysis, process mapping, and develop executive-ready insights and presentations.
Drive operational governance including KPIs/KRIs reporting, continuous improvement, and change management across a complex, matrixed environment.
5-7 years of experience in business analysis, project management, or program delivery preferably in management or financial consulting firms.
Master’s degree in business administration, Finance, or equivalent experience in Financial Services; or bachelor’s degree in engineering with dedicated Financial Services experience.
Advanced proficiency in Microsoft Office, experience with data visualization tools (Power BI, Tableau), and ability to develop executive-level reports and dashboards.
Experience working in complex, regulated environments with strong knowledge of project governance, risk management, and delivery frameworks.
Experienced in managing and delivering cross-functional initiatives within global, matrixed, and regulated financial services environments.
Strong analytical skills with ability to transform complex data into actionable business insights and executive communications.
Skilled at stakeholder management and influence without direct authority, capable of navigating ambiguity and driving outcomes independently.