Project description Own the business analysis for our Client's Aladdin Wealth implementation. Work with product and proposition owners, advisors, portfolio managers and Compliance to define what the business needs from the platform and why - across advisory journeys, proposal management, portfolio construction, suitability and portfolio monitoring. Translate business needs into clear requirements, business rules and acceptance criteria.
Partner with the Technical Analyst, who translates these into data, interface and system design for delivery. This is role is requiring someone productive from the outset, with hands-on Aladdin Wealth implementation experience.
PROPOSITION AND ADVISORY JOURNEY Elicit and document business needs for advisory and discretionary offerings on Aladdin Wealth. Map and assess end-to-end advisory journeys: client onboarding, discovery and profiling, proposal, approval, execution handoff, monitoring and review. Define business roles, handoffs, approval authorities and service expectations with the relevant owners.
Compare current processes with the intended Aladdin Wealth operating model; recommend process changes where appropriate and document genuine product or implementation gaps. PROPOSAL MANAGEMENT Document and validate the required proposal lifecycle, including creation, versioning, comparison, approval, status changes, documents and audit trail, subject to the functionality in scope and available in the client setup. Specify requ