Business Analyst- Capital Market / Wealth Mangement

Capital Markets / Asset Management / Wealth Management / Custody domain

Team - Delivery/Implementation

Work Location Mumbai Andheri (just next to Chakala Metro Station)

No. of Working Days: 5 days (MON to FRI)

Onsite Travel (Short Term): - Yes, for deserving candidates

Qualification - MBA in Finance or Chartered Accountant with relevant experience as a Business Analyst

Primary Responsibilities

Gather and Analyze Business requirements of the project/change request by reading Business Requirement Documents and Interacting with Customers

Convert Business Requirement Document into Functional Specification Document and take sign off from the client

Carry out knowledge transfer to Development and QA team for Development and Testing Phase

Take effort estimates and delivery dates from Development & QA team and communicate the same to all stake holders as required in the project

Create Business Scenario's for functional verification and carry out functional verification post development

Review test scenario & test cases prepared by QA team

Review User Acceptance Testing - Test Cases prepared by Customer

Support Customer, Development Team and QA team during User Acceptance Testing Phase for any functional queries and Defect analysis

Functional Knowledge Transfer to Live Support Team at end of Project Completion

Secondary Responsibilities

Participate in Pre-Sales Activities like Product Demos to Customer / Prospects

Support Live Support Team in functional analysis of critical issues

Essential Criteria (Must Have)

Strong exposure to Capital Markets / Asset Management / Wealth Management / Custody domain as Business Analyst

Analytical Skills

Written and Verbal Communication Skills

Optional Criteria (Good to have)

NCFM Certification / CFA

Future Growth for this role in next 2 -5 yrs

BA will do a job as a Senior Business Analyst handling Large Implementation Projects Independently as Functional Lead

Sr. BA will do a job as a Lead Business Analyst handling Large Implementation Projects Independently as Functional Lead or Lead Business Analyst managing multiple projects as functional SME with team of junior and senior BA’s or Project Manager or Product SME as part of Product Management Team

Technical Skills

Exposure to IT

Basic SQL knowledge

Basic understanding of Web Technology

MS EXCEL

Functional Skills

Candidate should have strong exposure to Capital Markets / Asset Management / Wealth Management / Custody domain as Business Analyst

Candidate should have done courses in area of capital market e.g. NCFM (Optional)"

Soft Skills

Good Verbal and Written Communication Skills

Analytical Skills

Methodical & Meticulous

Positive Attitude

Willingness to Stretch

Good Interpersonal Skills

Ability to work independently

Customer / Service Orientation

Ebix Technologies Ltd (previously Miles Software) Fast Facts:

• Ebix Technologies Ltd (formerly known as Miles Software) is a Global Fintech player in the Wealth, Portfolio and the Asset management space with a vision to be a techno-business partner delivering excellence and value to financial services globally.
• Founded in 1999, we bring a wealth of experience and expertise in the financial services space and have built a flagship product Money Ware which is a true reflection of innovation, deep understanding of the financial services sector and commitment to excellence
• Our aim is to help our clients both large- and small-scale enterprises, create a measurable and sustained advantage with our products and services. Our diverse clientele includes leading private banking institutions, asset management organizations, brokerage firms, trust banks, wealth advisors, financial institutions and family offices.
• Money Ware is a multi-asset class, multi markets and multicurrency platform allows wealth and asset managers to run their complete front to back-office lifecycle including on demand digital customer engagement through Robo-Advisory, research and analytics enabling DIY journey including virtual remote monitoring assistance through video conferencing & co-browsing. The solution empowers RMs and Financial advisors to pro-actively advise and assist clients. It enables portfolio managers to track and rebalance portfolio with direct market access. The solution improves operational efficiency by providing straight through processing and integrating with brokers, custodians, and market data platforms.
• With 300+ customers globally and more than 50 banks and 150+ Fund and Portfolio Managers in 25 countries already using Money Ware for their Wealth and Private Banking Businesses, Ebix Technologies Ltd solutions across wealth, portfolio and asset management have continued to charter new territory each year.