Senior Business Analyst – Wealth Management + Banking Experience

Mandatory Skills: 

Business Analysis, Wealth Management, Finance and Accounting, EIS: Management of Clients (Direct Materials), Capital Markets – Investment Banking

Role Overview:

A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency.

Key Responsibilities

1. Requirement Gathering & Analysis
    Collaborate with stakeholders (portfolio managers, financial advisors, operations
   teams) Elicit, analyze, and document:
    Business requirements (BRDs)
    Functional requirements (FRDs)
    User stories and acceptance criteria
    Conduct workshops, stakeholder interviews, and gap analysis 2. Wealth
   Management Domain Support
    
2. Understand core concepts:
   Portfolio management
    Asset allocation (Equities, Fixed Income, Alternatives) Investment lifecycle Risk
   profiling & suitability Support systems like:
    Portfolio management systems (PMS)
    CRM platforms (Salesforce, Microsoft Dynamics) Trading and order management
   systems (OMS) 3. Data Analysis & Reporting
    
3. Analyse financial data related to:
    Client portfolios
    Performance metrics (ROI, Alpha, Beta)
    Risk analytics
    Prepare dashboards and reports using tools like:
    Excel, Power BI, Tableau
    
4. Functional Design & Solutioning
    Translate business requirements into system specifications Work closely with:
    Developers
    QA teams
    Product owners
    Define workflows, business rules, and use cases