WSN is hiring a BA/Project Manager to join a leading investment bank in Tampa on a contract basis.
The Business Analyst/Project Manager will be assigned to individual projects and programmes within Client Wealth. This role holder will lead efforts to implement changes to adapt to new local and cross border regulations, along with business change.
This will require conducting detailed analysis of the Business, Controls, and front to back Operating issues; defining corresponding solutions; and working with Front Office, Products, Control Functions, Technology and Operations teams to implement solutions.
The role holder will carry out the following key activities:• Drive and lead business case & gap analysis across Business, Control, Technology & Operations and front to back Operating processes• Understand the implications of regulatory change due to new local and cross-border regulations• Document and capture the existing operating model and define the future state operating model• Manage change to the business across multiple cross border jurisdictions• Manage or support the execution of one or more business work streams• The role will involve interfacing with key senior stakeholders and internal clients across the organization and working to aggressive timelines in order to ensure overall program success• Key to success in the role is the ability to blend successful business analysis and project management disciplines with a good understanding of the subject matter in order to help shape the outcome.
Key Responsibilities:• Undertake impact assessments due to the introduction of changes on Global systems and operational procedures by leading various working group across products, Risk and Controls, Legal, Operations and Technology• Obtain and document requirements, working with various front office stakeholders, enablers and control function partners, identifying changes to the current operating model in order to develop the end state target operating model• Develop individual project artefacts as required, including Gap Analysis, Solution Options Analysis, Current and Target State operating models, Business Requirements Documentation (BRD), User Stories and process flows• Partner with technology to validate test plans and scenarios in the context of any system changes• Develop process flows and associated procedures with required controls as well as communication plans to support rollout of the change• Assess any impact on operational procedures and systems to handle transition into BAU• Identity any remediation activity required to be taken as part of final solution• Work with the Programme and Project Mangers to execute transition plans, focusing on operational readiness for product management, contract management, internal communications and training, external client communications and system readiness• Ensure appropriate governance:Prepare and present to senior management as requiredActively identify and manage resolution of key project risks and issues, or escalate accordingly
Knowledge/Experience:• Experience in Deposits and Lending would be advantageous• Prior experience in Wealth Management or Private Banking• Evidence of Business Change Management experience at a global level (note that this role is not suited to candidates with experience limited to technology only projects)• Experience and comfortable working in large multi-national financial institutions, especially when required to liaise with multiple global stakeholders to obtain a consensus• Evidence of stability in contracting at previous clients• Successfully managed business requirements from analysis through to implementation• Business Analysis skills (collecting & defining requirements) working in delivering mid to large scale implementations working with Front Office, Control Functions and Infrastructure partners• Experience in large scale multi-year programmes• Consultancy experience, particularly with a Big Four, firm is desired• Strong Excel/Data skills would advantageous• Knowledge of project management methodologies, tools and techniques (e.g. Waterfall, Agile)
Skills:• Excellent interpersonal skills and ability to develop strong working relationships across functional lines• Professional outlook with the ability to use initiative, manage deadlines, coordinate multiple tasks and work to deadlines and targets• Accuracy and attention to detail• Willingness to challenge and improve existing processes• Proficient in MS Excel to perform detailed data analysis• Excellent MS PowerPoint skills in order to represent salient points succinctly• Good presentation abilities, especially when presenting to Senior Management• Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge of Wealth/Private Banking• Fluency in written and spoken English is mandatory• Ability to work onsite in the Client office as per the Client policy• Flexibility in days present in the office when a hybrid WFH model is permitted
Qualifications:• Bachelor's/University degree, Master's degree preferred• PRINCE2 and/or PMP
Competencies:• Analytical Ability• Communication Skills• Attention to Detail• Initiative• Problem Solving• Relationship Building• Teamwork Skills
We are looking for a Commercial Routines Manager for a Food and Beverage company in the Bay Area. This is a hybrid role and contract-to-hire for the right person.
You will be responsible for designing, implementing, and optimizing operational routines that enhance efficiency, consistency, and effectiveness across commercial functions. The role focuses on embedding structured workflows, developing capabilities, and providing insights and tools to enable teams to meet strategic and operational goals.
Responsibilities:Design structured, scalable routines that enhance operational excellence in daily commercial activitiesAlign routines with business objectives, ensuring adaptability to evolving market and organizational needsRoll out new workflows and ensure integration into existing operational processesProvide firsthand support during implementation to address roadblocksContinuously monitor the effectiveness of routines, identifying gaps and areas for refinementBenchmark routines against industry best practices to ensure competitivenessIdentify skill gaps within commercial teams and aid Academy in design of training programs to address themConduct workshops, coaching sessions, and simulations to build team confidence in new routinesDefine KPIs to measure the impact of routines on commercial performanceLeverage analytics to provide actionable insights that guide routine refinementCollaborate with data teams to develop dashboards and reports that support daily operationsWork closely with sales, marketing, finance, and supply chain teams to ensure routines align with broader business needs.
Skills:Degree in Business Administration, Operations Management, or similar disciplineMinimum of 5 years in operational process design, commercial operations, or a related fieldStrategic mindset with a focus on executionHighly organized, detail-oriented, proactive, and results-drivenStrong skills in explaining new processes, leading workshops, and ensuring stakeholder buy-inUnderstanding long-term business goals and aligning processes to support themAnalytical and problem-solving skillsExpertise in planning, executing, and monitoring multiple initiatives across teams Ability to work cross-functionally, build consensus, and drive alignment across diverse teamsProficiency in leveraging digital tools and platforms to improve operational workflowsCompetence in driving behavioral and procedural changes within teams
WSN is looking for a Business Analyst/Project Manager. You will be assigned to individual projects and programs within Client Wealth. This role holder will lead efforts to implement changes to adapt to new local and cross border regulations, along with business change.
This will require conducting detailed analysis of the Business, Controls, and front to back Operating issues; defining corresponding solutions; and working with Front Office, Products, Control Functions, Technology and Operations teams to implement solutions.
The role holder will carry out the following key activities:• Drive and lead business case & gap analysis across Business, Control, Technology & Operations and front to back Operating processes• Understand the implications of regulatory change due to new local and cross-border regulations• Document and capture the existing operating model and define the future state operating model• Manage change to the business across multiple cross border jurisdictions• Manage or support the execution of one or more business work streams• The role will involve interfacing with key senior stakeholders and internal clients across the organization and working to aggressive timelines in order to ensure overall program success• Key to success in the role is the ability to blend successful business analysis and project management disciplines with a good understanding of the subject matter in order to help shape the outcome.
Key Responsibilities:• Undertake impact assessments due to the introduction of changes on Global systems and operational procedures by leading various working group across products, Risk and Controls, Legal, Operations and Technology• Obtain and document requirements, working with various front office stakeholders, enablers and control function partners, identifying changes to the current operating model in order to develop the end state target operating model• Develop individual project artefacts as required, including Gap Analysis, Solution Options Analysis, Current and Target State operating models, Business Requirements Documentation (BRD), User Stories and process flows• Partner with technology to validate test plans and scenarios in the context of any system changes• Develop process flows and associated procedures with required controls as well as communication plans to support rollout of the change• Assess any impact on operational procedures and systems to handle transition into BAU• Identity any remediation activity required to be taken as part of final solution• Work with the Programme and Project Mangers to execute transition plans, focusing on operational readiness for product management, contract management, internal communications and training, external client communications and system readiness• Ensure appropriate governance:Prepare and present to senior management as requiredActively identify and manage resolution of key project risks and issues, or escalate accordingly
Knowledge/Experience:• Experience in Deposits and Lending would be advantageous• Prior experience in Wealth Management or Private Banking preferred• Evidence of Business Change Management experience at a global level (note that this role is not suited to candidates with experience limited to technology only projects)• Experience and comfortable working in large multi-national financial institutions, especially when required to liaise with multiple global stakeholders to obtain a consensus• Evidence of stability in contracting at previous clients• Successfully managed business requirements from analysis through to implementation• Business Analysis skills (collecting & defining requirements) working in delivering mid to large scale implementations working with Front Office, Control Functions and Infrastructure partners• Experience in large scale multi-year programmes• Consultancy experience, particularly with a Big Four, firm is desired• Strong Excel/Data skills would advantageous• Knowledge of project management methodologies, tools and techniques (e.g. Waterfall, Agile)
Skills:• Excellent interpersonal skills and ability to develop strong working relationships across functional lines• Professional outlook with the ability to use initiative, manage deadlines, coordinate multiple tasks and work to deadlines and targets• Accuracy and attention to detail• Willingness to challenge and improve existing processes• Proficient in MS Excel to perform detailed data analysis• Excellent MS PowerPoint skills in order to represent salient points succinctly• Good presentation abilities, especially when presenting to Senior Management• Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge of Wealth/Private Banking• Fluency in written and spoken English is mandatory• Ability to work onsite in the Client office as per the Client policy• Flexibility in days present in the office when a hybrid WFH model is permitted
Qualifications:• Bachelor's/University degree, Master's degree preferred• PRINCE2 and/or PMP
Debt & Agency provides trust, agency, administration, and processing services to borrowers of bank debt and issuers of debt and equity in the international capital markets. Corporate Trust is structured along product lines – Debt & Agency Services, Structured Credit Services, Depositary Receipts, Corporate Services, and Domestic Custody.
Bank Loan Services is a business that sits within the Debt & Agency team which provides 3rd party loan agency administrative middle/back office services for loans to clients who are originators and/or arrangers of middle market and broadly syndicated bank loans. Our unique alternative for the administration support of loans gives our clients scalability, flexibility to support their business as they utilized our Bank Loan Services experience in loan syndication and loan technology. Our client profile type are hedge fund managers, private equity firms, direct lending funds, financial institutions and various *** desks who originate and arrange syndicated loan financings. Our group will often take on ‘middle-office’ services as facility/administrative agent and collateral agent on a wide portfolio of deals, originated both by *** AG and third party originating banks. Much of this work is high profile and may be complex in nature.
The successful candidate will be part of a team based in Jacksonville, Florida or New York as a Bank Loan Client Services Support within our Middle Office team, all of whom work exclusively on Loan transactions and other administrative tasks for our clients.
Key duties will include:
General• Responsible for assisting in the management of a ‘middle office’ agency portfolio of Syndicated Loans transactions for various loan sectors.• Interpreting Credit Agreements and Amendments. Assist with building of new deals, Amendments and closing fees in loan system. Liaising with borrowers, customers, and lenders for credit facilities.• Ensuring that all weekly, by-monthly and monthly MIS is reviewed, approved and complete in various internal MIS systems.• Works collaboratively within the organization, as well as independently
Relationship• Daily liaison with all transaction parties, including clients, borrowers, lawyers, syndicate banks, trustees, GTO Loan Operations, Loan IT and other interested parties
Documentation• Responsible for assisting in the reviewing of agency and related documentation for new deals, restructures, waivers and amendments, and ongoing transactional matters in line with standard Loan Syndication Trading Association (LSTA) templates• Working with team manager on the negotiation on the terms of such documentation (from the Agent’s perspective) with borrowers, lawyers, arrangers, lenders and other involved parties
Administration• Handling the administration of a portfolio of Syndicated Loans transactions (ranging from small ‘club’ deals to large leveraged facilities)• Maintain internal loan system (register of lender and credit contacts)• Data room maintenance postings (Debtdomain)• Manage loan prepayments and drawdown requests• Resolving client and lender queries• Identify and escalate open issues to Team Manager• Assist with the primary syndication trade settlement process and secondary assignments in Clear Par trade settlement system.• Ensuring the timely billing and chasing of revenue clients• Responsible for assisting with client on-boarding process and coordinating of KYC with various internal KYC teams• Working with our operations team
DB Franchise• Maintaining relationships with key clients – internal and external• Maintaining relationships with key service providers (internal and external) that support the team• Adhere to operational controls including legal and regulatory procedures to ensure safety and security of the Bank’s assets
Candidate Specification:
• Bachelor’s Degree preferred in Business, Finance, Accounting or Economics. Alternatively, 1-2 years of experience in the finance industry is required• Experience in syndicated loan administration / operations / another relevant area• Confident, articulate, and able to build rapport and maintain strong relationships with clients• Numerate and literate with a high attention to detail• Ability to work to multi-task and work in a fast-paced environment• PC literate with good working knowledge of MS Excel including PIVOT Tables• Knowledge of Loan IQ system preferred but not required• Self motivated, proactive, and possessed of an ability to use own initiative• Assertive, with excellent interpersonal skills• Possess well-developed business skills• An excellent team player, capable of sharing information freely, and assisting others as required• Displays attention to detail and accuracy• Possesses a demonstrated ability to build and manage relationships, and has the credibility and confidence to liaise effectively at senior levels• Has a good understanding of market practice and procedures relating to Syndicated Loans agency work• Shows willingness to, and demonstrated experience of, delivering to clients• Has strong time management and organizational capabilityDress Codes:
We are seeking an experienced and innovative Solutions Architect to join our team within the Financial Services sector. This role involves designing, developing, and implementing comprehensive technology solutions that address complex business needs while ensuring alignment with industry standards, regulations, and best practices. The ideal candidate will have deep knowledge of financial systems, a strong understanding of modern technology stacks, and a proven ability to bridge the gap between business objectives and technical execution.
Key ResponsibilitiesSolution Design: Develop end-to-end architectural solutions for financial products, platforms, and services, ensuring scalability, security, and compliance with regulatory requirements.Stakeholder Collaboration: Work closely with business leaders, product managers, and technical teams to translate business requirements into actionable technical designs.Technology Strategy: Evaluate and recommend technologies and tools to drive innovation, efficiency, and cost-effectiveness within financial services operations.System Integration: Lead the integration of diverse systems and platforms, including legacy financial systems, cloud-based solutions, and emerging fintech applications.Compliance & Security: Ensure that solutions meet strict financial industry compliance standards (e.g., PCI DSS, GDPR) and address cybersecurity risks.Technical Leadership: Provide guidance to development teams and oversee the implementation of technical designs, ensuring alignment with architectural principles.Continuous Improvement: Monitor system performance and scalability, identifying opportunities for optimization and modernization.
QualificationsBachelor’s or Master’s degree in Computer Science, Information Technology, or a related field.Proven experience as a Solutions Architect, preferably in the financial services industry.In-depth knowledge of financial services technologies, such as payment gateways, trading systems, core banking platforms, and risk management tools.Expertise in cloud platforms (e.g., AWS, Azure, Google Cloud) and modern architectural patterns (e.g., microservices, serverless, APIs).Strong understanding of financial regulations, compliance standards, and data privacy requirements.Proficient in programming and scripting languages (e.g., Python, Java, C#) and database management systems (e.g., SQL, NoSQL).Excellent problem-solving, analytical, and communication skills.
Preferred SkillsCertification in cloud technologies (e.g., AWS Solutions Architect, Azure Solutions Architect).Experience with Agile methodologies and DevOps practices.Familiarity with fintech trends, blockchain technology, and artificial intelligence in finance.Proven track record of delivering large-scale, complex financial technology projects.
WSN is looking for a Project Manager to run large-scale [agile/waterfall] business projects with the focus on E2E planning, stakeholders' management, strong project risk/issue management, organizational readiness. You will be actively driving projects to a timely completion, and ensure artifacts completeness and compliance. Prior experience running large-scale projects is a must. Knowledge of PTS 2.0, MS Project, JIRA, Tableau, and Six Sigma / PMP certification is a plus, but is not mandatory.
Job Purpose:Support design of Retail Credit Risk infrastructure. Oversee E2E project plan development/execution, and support coordination of test planning and execution, with the focus on stakeholders' management, strong project risk management, and organizational readiness.
Requirements:Bachelor's or Master's Degree in Math, Engineering, Programming or FinancePrior experience running large-scale projects is a must.Proficient in MS Office (Project, PowerPoint, Excel, Word)Knowledge and expertise on Project Management in the financial services industry 7+ years is required.Exceptional verbal and written communication skills and ability to interact at senior levels of the FRI organizationStrong stakeholders' management skills, including senior managementStrong project risk management skills (ability to identify, risk analysis, risk response, monitoring, communication, leadership, problem-solving, adaptability, critical thinking) are essential
Preferred:Six Sigma, PMP certification preferred but is not mandatory.Knowledge of PTS 2.0, JIRA, TableauExperience with SharePoint: configuration and maintenance in SharePoint as a plusCompetenciesAbility to work effectively in a fast-paced environment with project teams/ leaders across all functional areas and levelsAbility to actively drive projects to a timely completion, ensure artifacts completeness and complianceIndividual should be flexible, team-oriented, have good follow-up skills with strong attention to detail and ability to multi-task and dissect/solve complex problemsA desire to gain/expand knowledge of Client Finance/ Risk processes, data and platforms as well that of enterprise wide Product and Geography organizations
