Senior BA Portfolio and Asset Management Vertical

Assist in the analysis and design of a design a PC workstation for a large asset manager.    Focus is on providing their Investment Counselors (ICs) with a consolidated, best in class, workstation portal for client relationship and portfolio management.  Currently they use a variety of software, for example, Salesforce.com ( sales mgmt), Blackberry (calendaring), Lotus Notes (email).  Objective is to consolidate all into one portal which they will either build, buy, or customize.

 

Need 1 senior person to work on the following project streams:

-          Current state analysis (process, systems, applications) related to CRM and portfolio mgt

-          Conceptual design of go forward solution vision/strategy

-          Use Case development

-          Functional specifications

-          Vendor evaluation

-          Business Case Analysis

 

-          Design, development of web based portals for portfolio advisors, investment counselors, etc.

-          Knowledge of wealth management software, for example Finaplex, SunGard,

 

2to 5 yrs consulting experience in wealth management, asset management, portfolio management areas (process, systems, strategy, etc.);

- Good project management skills(Sr position)

- Excellent communication and client relationship skills

Willingness to travel to Los Angeles over a 4 month period; typically 2 -3 weeks there; 1 week home; apartment, expenses, etc. paid for