About Cognizant Consulting
Cognizant Consulting is more than Cognizant’s consulting practice—we’re a global community of 5,000+ experts dedicated to helping clients reimagine their business. Blending our deep industry and technology advisory capability, we create innovative business solutions for Fortune 500 clients. And now, we’re looking for our next colleague who’ll join us in shaping the future of business. Could it be you?
About the Role
As a Consulting Manager Business Analyst in Asset & Wealth Management, you will make an impact by driving large-scale product transformation and delivering innovative technology solutions for financial services clients. You will be a valued member of our consulting team, collaborating with cross-functional stakeholders, technology teams, and business leaders to shape the future of wealth management platforms.
In this role, you will:
Lead business and functional analysis
Asset & Wealth Management, with a focus on trading, portfolio rebalancing, and householding.
Translate business and advisor needs into analytical requirements, data models, dashboards, and insights to support strategic decision-making.
Partner with business stakeholders to understand use cases through interviews, market and competitive analysis, and ongoing collaboration.
Define, track, and analyze key metrics to measure platform performance, adoption, and outcomes, driving data-informed recommendations.
Support the implementation of new solutions through requirements gathering, documentation, validation, testing, and evaluation of pilots and releases.
Build strong cross-functional relationships with Product, Technology, and Business teams to ensure alignment between data insights and strategic objectives.
Provide business analysis, process analysis, project support, and UAT coordination for strategic initiatives.
Synthesize internal, external, and industry information into clear business insights, impact assessments, and recommendations
Partner with Infrastructure, Architecture, and Enterprise Data teams to design and contribute to data and analytics roadmaps ensuring performance, scalability, and availability.
Analyze and optimize business processes and operating models supporting trading and rebalancer platforms, improving efficiency, data quality, and time to insight.
Define and support compliance with non-functional data requirements, including performance, data quality, accessibility, and interoperability.
Stay current with analytics tools, data platforms, and industry trends through continuous learning, conferences, and professional networks.
Work Model
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role’s business requirements, this position requires 3-4 days a week in a client office in Charlotte, NC. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.
What you must have to be considered
At least 15+ years of experience in business analysis, functional analysis, or related roles, preferably supporting platform products or infrastructure services .
Strong domain expertise in Asset & Wealth Management and Financial Services, including trading, portfolio rebalancing, and householding.
- Advanced knowledge of capital markets from a data and analytics perspective.
- Advanced experience in equity, derivatives, fixed income, options, private and alternative markets.
- Experience with agile frameworks such as SAFe, LeSS, or Kanban in enterprise environments.
- In-depth experience in cloud technology (AWS, Azure, Google).
- Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations.
- Ability to work in cross-functional teams and drive outcomes without direct authority; skilled in risk management and project leadership.
- Skilled in rebalance and overlay trading functionality, operations infrastructure, and regulatory compliance for trading and portfolio management.
- Strong project management, organizational skills, attention to detail, and ability to prioritize and multi-task.
These will help you succeed
- Experience in a client-facing role within broker-dealer, RIA, investment, or financial services firms.
- High level of intellectual curiosity and business acumen.
- Demonstrated ability to interact effectively with all levels within an organization.
- Superior communication and presentation skills.
- Ability to increase product adoption through advisor dialogue and investor marketing campaigns.
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
Benefits
- Medical, dental, vision and life insurance
- 401(k) plan and contributions
- Employee stock purchase plan
- Employee assistance program
- 10 paid holidays plus PTO
- Paid parental leave and fertility assistance
- Learning and development certifications and programs
A comunidade Cognizant:
Somos uma equipe de alto calibre que aprecia e apoia uns aos outros. Nosso pessoal defende um local de trabalho enérgico, colaborativo e inclusivo, onde todos possam prosperar.
- A Cognizant é uma comunidade global com mais de 300,000 funcionários em todo o mundo.
- Não sonhamos apenas com um caminho melhor – nós fazemos acontecer.
- Cuidamos de nossas pessoas, clientes, empresa, comunidades e clima fazendo o que é certo.
- Promovemos um ambiente inovador onde você pode construir o plano de carreira certo para você.
Quem somos:
Cognizant (NASDAQ: CTSH) é uma construtora de IA e fornecedora de serviços de tecnologia, criando a ponte entre o investimento em IA e o valor para as empresas por meio do desenvolvimento de soluções de IA completas para nossos clientes. Nossa profunda experiência em setores, processos e engenharia nos permite incorporar o contexto único de cada organização em sistemas tecnológicos que potencializam a capacidade humana, geram retornos concretos e mantêm empresas globais à frente em um mundo em rápida transformação. Saiba mais em www.cognizant.com ou @cognizant.
A Cognizant é uma empregadora que investe em equidade. Sua candidatura não será pautada em raça, cor, gênero, sexualidade, credo, origem, deficiência, gravidez ou qualquer outra característica protegida pelas leis brasileiras.
Disclaimer:
As informações de compensação são precisas a partir da data desta publicação. A Cognizant se reserva o direito de modificar essas informações a qualquer momento, sujeito à lei aplicável.
Os candidatos podem ser obrigados a comparecer a entrevistas presenciais ou por videoconferência. Além disso, os candidatos podem ser obrigados a apresentar seu documento de identificação emitido pelo estado ou governo atual durante cada entrevista.
Embora nosso sistema permita a candidatura em todos os idiomas, o(s) idioma(s) e o(s) nível(is) de proficiência exigidos para o trabalho variam. No entanto, é necessário um nível básico de inglês para fins de comunicação em toda a empresa.
Se você tem uma deficiência que requer adaptações razoáveis para procurar uma vaga de emprego ou enviar uma candidatura, envie um e-mail para [email protected] com sua solicitação e informações de contato.