Business Systems Analyst Masterclass: Wealth Management Focus

Course Description: Welcome to the Business Systems Analyst Masterclass with a special focus on Wealth Management. This comprehensive 12-week course is designed to equip aspiring and current business analysts with the specialized skills and knowledge required to excel in the dynamic field of wealth management. Through a blend of theoretical learning and practical application, participants will gain deep insights into the intricacies of wealth management systems and how they intersect with business analysis. The course begins with an introduction to the wealth management industry, including an overview of front, middle, and back-office operations, and the critical role of a Business Systems Analyst within this context. Students will learn about portfolio compositions, rates of return, asset classes, and Investment Policy Statements (IPS), providing a solid foundation in wealth management principles. As the course progresses, participants will delve into effective communication strategies, stakeholder analysis, and requirements planning and prioritization. These skills are essential for liaising between business units and IT teams and ensuring that business needs are accurately translated into technical requirements. A significant focus of the course is on requirements elicitation techniques. Students will explore and practice various methods such as document analysis, interviews, facilitated workshops, observation, prototyping, focus groups, and surveys. Each technique will be examined in detail, with practical exercises and case studies tailored to wealth management scenarios. The course also covers the documentation and management of requirements, an essential skill for any Business Systems Analyst. Participants will learn how to create clear, concise requirement documents and use tools for managing and tracking requirements efficiently. In the latter weeks, the curriculum addresses the bridge between business and IT, introducing common wealth management platforms and software. Participants will learn how to translate business requirements into technical specifications and collaborate effectively with developers, architects, and quality engineers. The course concludes with a capstone project where students apply their learned skills to a real-world scenario, involving analysis, planning, elicitation, and documentation within a wealth management context. This project simulates the challenges and complexities encountered by Business Systems Analysts and provides an opportunity for practical application and feedback. Who Should Enroll: Aspiring Business Systems Analysts interested in wealth management. Junior analysts in the finance sector looking to enhance their skills. IT professionals seeking to transition into wealth management roles. Business professionals interested in understanding the role of systems analysis in wealth management. Course Features: Hybrid learning environment with both online and in-person sessions. Guest lectures from industry professionals. Access to wealth management software simulations. Collaborative projects and case studies. Career counseling and networking opportunities. Outcomes: By the end of this course, participants will have: An in-depth understanding of the wealth management industry and the role of a Business Systems Analyst. The ability to communicate effectively with different stakeholders and translate business needs into technical requirements. Proficiency in various requirements elicitation techniques and the ability to apply them in wealth management contexts. Experience in documenting and managing business requirements. Hands-on experience through a capstone project, simulating real-world business analysis tasks in wealth management. Join us on this journey to become a skilled Business Systems Analyst in the thriving field of wealth management, where you will gain the knowledge and skills to bridge the gap between business needs and technological solutions.