Overview:
Business Analyst for Banking Project
We are looking to hire an experienced Business Analyst, and the Job Description is provided below. As this is an urgent requirement, we are seeking candidates who can join at the earliest and support the project with minimal lead time.
Responsibilities:
- Gather, analyze, and document business requirements from Wealth Management, Investment Advisory, Operations, Compliance, and Technology stakeholders.
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Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), user stories, process flows, use cases, and gap analysis reports.
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Conduct workshops, requirement-gathering sessions, and stakeholder discussions for wealth management initiatives and platform enhancements.
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Work closely with Relationship Managers, Investment Advisors, Operations, Compliance, Risk, Product Teams, and Technology teams to define business requirements and target solutions.
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Translate business requirements into detailed functional specifications for development and implementation teams.
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Support solution design, system integration, SIT, UAT, production deployment, and post-implementation reviews.
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Perform impact assessments for new investment products, regulatory changes, digital wealth initiatives, and process improvements.
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Coordinate with external vendors, market data providers, custodians, and technology partners to ensure successful delivery.
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Support production issue analysis, defect resolution, and post-go-live stabilization activities.
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Drive automation and digitization initiatives within Wealth Management and Investment platforms.
Ensure solutions comply with regulatory, compliance, and risk management requirements
Qualifications:
- Bachelor’s degree in business, Finance, Banking, Information Technology, or a related discipline.
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Business Analysis certification (CBAP, PMI-PBA, CCBA, or equivalent) preferred.
Essential skills:
- Requirement gathering and business process analysis.
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BRD, FSD, and user story preparation.
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Wealth Management business process mapping and workflow design.
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Investment product lifecycle knowledge (Mutual Funds, Equities, Bonds, Structured Products, ETFs, Managed Portfolios, Sukuk, etc.).
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Portfolio Management and Customer Onboarding processes.
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SIT, UAT, and production rollout support.
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API, integration, and interface analysis.
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Data analysis, SQL, and reporting capabilities.
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Agile, Scrum, and Waterfall delivery methodologies.
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Experience with wealth management reporting, portfolio valuation, and transaction processing workflows.
Desired skills:
- Wealth Management & Private Banking
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Investments & Capital Markets
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Equities, Mutual Funds, Bonds, ETFs
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Portfolio Management & Advisory Services
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Digital Wealth and Investment Platforms
Experience:
- Experience working on Wealth Management platforms such as GTN, Avaloq, Temenos Wealth Suite, Finacle Wealth Management or similar platforms.
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Strong understanding of:
- Portfolio Management
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Investment Advisory
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Wealth Customer Onboarding
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Order Management
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Trade Lifecycle
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Portfolio Valuation & Performance Reporting
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Custody & Settlement Processes
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Banking and Financial Services industry experience, preferably within Wealth Management, Private Banking, or Investment Services.
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Experience in digital wealth and investment platform transformation initiatives.
