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Project Manager / Business Analyst Capital Markets & Wealth Management

Job

Dice.com

Baltimore, MD (In Person)

Full-Time

Posted 1 week ago (Updated 4 days ago) • Actively hiring

Expires 8/3/2026

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Job Description

Project Manager / Business Analyst
  • Capital Markets & Wealth Management Skills
  • Capital market
  • SummaryJob Summary
  • Project Manager / Business Analyst
  • Capital Markets & Wealth Management
  • Role:
    Blend of Business Analyst and Project Manager, responsible for managing change initiatives in Capital Markets and Wealth Management domains
  • Domain Expertise:
    Requires experience in Capital Markets, preferably within Investment Banking or Wealth Management environments
  • End-to-End Process Knowledge:
    Understanding of front-to-back (F2B) processes including trading, corporate actions, settlements, and reconciliation
  • Project Management:
    Lead and manage project planning, execution, and delivery using Agile methodology
  • Requirements Analysis:
    Analyze business, functional, and non-functional requirements, translating high-level business goals into detailed requirements documentation
  • Documentation:
    Prepare and maintain artefacts such as BRDs, user stories, business/process workflows, gap assessments, and risk assessments
  • Stakeholder Collaboration:
    Work closely with stakeholders including product owners, technology teams, operations, and cross-functional teams to identify and document business problems, opportunities, and roadmaps
  • Testing Oversight:
    Oversee test strategy, planning, estimation, and management activities
  • Tool Proficiency:
    Hands-on experience with Jira, PowerPoint, Excel, and BI tools (such as Tableau, Power BI, Alteryx, or Qlik)
  • GenAI Exposure:
    Familiarity with GenAI applications like Co-Pilot is a plus
  • Industry Experience:
    Prior experience with large financial institutions (e.g., JPMC, Morgan Stanley, Goldman Sachs, Charles Schwab, Bank of America, UBS) is highly desirable
  • Work Location:
    Office-based in Baltimore, with a requirement to work onsite at least 3 days a week
•
Experience Required:
Minimum of 10 years in relevant roles within Capital Markets and Wealth Management.
Key Skills:
Agile, Capital Markets (Settlements, Corporate Actions, Reconciliation), Wealth Management, Business Process Solutions
  • -Let me know if you need this further condensed or tailored for a specific audience!
Employers have access to artificial intelligence language tools ("AI") that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.