Business Analyst - Mutual Funds Operations

Job Title: Business Analyst Mutual Fund Domain (Airoli)

Experience: 2-5 Years

We are seeking a Business Analyst with strong Mutual Fund and Wealth Management experience who can work closely with business and technology teams to translate requirements into effective solutions.

Role:

• Work as a Business Analyst in the Mutual Fund domain with responsibility for requirement gathering, process analysis, documentation, and coordination with business and technology teams.
• Manage end-to-end Mutual Fund journeys including onboarding, transaction processing, and RTA interactions.
• Work on MF digital journeys, goal-based investment modules, brokerage reconciliation, RM modules, operations modules, and back-office functions.
• Handle application migration projects, identify gaps, propose solutions, prepare documentation, and support UAT.
• Collaborate with stakeholders, ensure accurate implementation, track defects, validate fixes, and ensure delivery aligns with business expectations.
• Monitor industry and regulatory changes impacting Mutual Fund and Wealth Management processes.

Requirements:

• 2-5 years of experience in Mutual Fund and Wealth Management domain.
• Experience in MF products, PMS, Bonds.
• Experience in complete MF transaction lifecycle across online and offline channels.
• Experience in Goal Module, Brokerage Reconciliation Module, RM Module, Ops Module, and Back-Office Module.
• Experience in PMS and Bonds lifecycle.
• Experience in migration projects for Mutual Fund applications.
• Experience in preparing BRDs, functional specifications, user stories, process flows, wireframes, and data mapping documents.
• Experience in Functional Testing, Sanity Testing, Regression Testing, UAT, Web and Mobile Testing, Database Testing, API Testing, and Load Testing.
• Ability to work under pressure and meet deadlines.
• Experience working with API integrations, digital wealth platforms, analytics tools, and reporting systems.
• Understanding of SEBI, FATCA, and Mutual Fund regulatory requirements.
• Educational qualification: BE, B.Tech., BSc IT, MCA.