Job Description

Our Team

The Wealth Management (WM) Credit Operations Transformation team drives the operational credit, regulatory, and credit risk agenda in support of ongoing large-scale change in the Private Bank. Our group delivers digital solutions for global strategic frameworks that increase the Private Banks credit capabilities across many platforms and multiple regulatory jurisdictions to enhance the Client experience.

As a Project Management Analyst, you'll drive structure and discipline around each initiative using standard project deliverables and framework, including establishing scope, and perform detailed business impact analysis in support of management decisions. Additionally, you'll define roles and responsibilities, establish and document requirements, resolve resource/scheduling conflicts, escalate and ensure issues/decisions are resolved, manage changes to project scope, document and complete testing requirements, create and manage implementation plans, and lead/participate in meetings at the operational and project level. You'll provide continuous feedback on project status and issues and serve as the overall escalation point to ensure the project tracks to original expectations.

Responsibilities:

* Project analysis, including documenting business requirements, detailing issues and risks, and drafting business processes and data flows
* Data analysis, including data collection, synthesis, and translation of results into concrete actionable solutions
* Identify gaps between applicable requirements and current procedures/controls and drive resolution of mitigating controls
* Work with business partners to design and implement enhancements to existing processes and/or business applications, introduce new processes and/or toolsets, and engage in process re-engineering
* Develop and implement solutions that strengthen business operating models, enhance the client experience, and improve efficiency and controls
* Define user acceptance test plans and test cases, coordinate and execute user acceptance testing and interpret, assess, and communicate results to enable signoff on deliverables
* Provide implementation support, inclusive of testing and process change management, and ensure those implementations meet requirements established by Oversight and Control partners
* Apply a critical eye in evaluating existing processes and frameworks; challenge the status quo and recommend solutions / enhancements to operating models and controls

Qualifications:

* 1-3 years business analysis/project management experience or equivalent experience in a credit or lending operations team.
* Bachelors degree preferred
* Excellent communication and presentations skills across various stakeholders and senior management
* Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
* Excellent analytical and logical thinking to understand and analyze complex business processes
* Strong organizational and prioritization skills, detail-oriented and strong interpersonal skills
* Ability to analyze and resolve project-related issues and follow through with set objectives
* Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes
* Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work
* Be a team player who shows commitment and dedication, and can maintain a positive attitude and high-level of performance on high-profile/time-sensitive initiatives