Business analyst ( Equity)

Key Responsibilities

As a Business Analyst, you will act as a bridge between business stakeholders, product teams, and technical developers. Good understanding of equities and reasonable grasp in accounting reconciliation reporting etc. Your responsibilities include:

1. Requirement Gathering and Analysis

• Collaborate with clients, product managers, and stakeholders to gather, document, and analyze business requirements for fintech platforms (Portfolio Management, Bonds, AIF, Fund Accounting, etc.).
• Conduct 

  gap analysis

   and identify areas of improvement in clients' existing systems and processes.
• Translate business needs into functional and technical specifications.

2. Product Development Support

• Work closely with the 

  development and engineering teams

   to ensure requirements are clearly understood and implemented.
• Define 

  user stories

  , workflows, and use cases for fintech platforms.
• Prioritize product features and enhancements based on client and market needs.
• Provide support during the 

  software development life cycle (SDLC)

   to ensure timely delivery of high-quality solutions.

3. Domain Expertise in Financial Platforms

• Leverage domain expertise in:

• Portfolio Management Systems (PMS)

  : Investment tracking, reporting, and performance analysis.

• Bonds Platforms

  : Fixed income products, bond trading workflows, and analytics.

• AIF and Fund Accounting Software

  : NAV, capital calls, distributions, and compliance reporting.

• Wealth Management Platforms

  : Client relationship management, advisory tools, and investment solutions.
• Stay updated on regulatory changes, compliance requirements, and industry trends in the Indian financial ecosystem.

4. Stakeholder Management

• Serve as the 

  point of contact

   for internal and external stakeholders, ensuring effective communication and alignment of project goals.
• Conduct 

  product demonstrations

  , 

  client workshops

  , and 

  training sessions

   for end-users.

5. Testing and Quality Assurance

• Assist in creating 

  test cases

   and participate in 

  user acceptance testing (UAT)

   to validate that the software meets business requirements.
• Identify and resolve issues during the testing phase to ensure smooth go-live.

6. Market Research and Insights

• Perform 

  competitive analysis

   and 

  market research

   to identify trends and innovations in fintech software development.
• Recommend new features and modules to enhance product offerings for 

  Portfolio Management

  , 

  Wealth Management

  , and other relevant domains.

Key Skills and Qualifications

Educational Background

• Bachelor’s degree in 

  Finance

  , 

  Economics

  , 

  Computer Science

  , or a related field.
• MBA in 

  Finance

   or a related discipline is highly preferred.

Experience

• 5+ years of experience

   as a Business Analyst in a fintech software development company or financial services domain.
• Proven experience in developing or implementing 

  Portfolio Management Systems (PMS)

  , 

  Wealth Management Platforms

  , 

  Bonds Platforms

  , 

  AIF

  , or 

  Fund Accounting Software

   in India.

Technical Skills

• Strong understanding of 

  financial products

   like bonds, mutual funds, AIFs, PMS, etc.
• Proficiency in using tools like 

  JIRA

  , 

  Confluence

  , or similar project management and collaboration platforms.
• Knowledge of 

  data modeling

  , 

  SQL

  , and APIs (preferred).

Soft Skills

• Excellent 

  analytical and problem-solving skills

   with attention to detail.
• Strong 

  communication

   and 

  presentation skills

   to interact with clients and stakeholders effectively.
• Ability to manage multiple projects and deliver within tight timelines.
• Team player who can work collaboratively across cross-functional teams.

Preferred Experience

Previous experience working with leading related fintech players in wealth and portfolio management in India.

• Exposure to 

  regulatory frameworks

   governing AIFs, PMS, and mutual funds in India (e.g., SEBI guidelines).

Why Join Us?

• Opportunity to work on 

  cutting-edge fintech products

   shaping the future of financial services in India.
• Collaborative and innovative work environment with a focus on 

  personal and professional growth

  .
• Competitive compensation and benefits package.
• Work with a team of 

  industry experts

   and 

  technology leaders

  .