Business Analyst - Transformation & Change Management

Senior Business Analyst – Wealth Management Transformation

📍 Location: Mumbai (Powai) | Full-time | 7+ Years Experience

Senior Business Analyst

If you're passionate about financial innovation, data-driven decision-making, and delivering meaningful transformation in the investment space—this is your opportunity to help shape the future of wealth management.

What You’ll Do

• Lead large-scale

  business analysis and transformation initiatives

  across multiple wealth management domains.
• Engage with stakeholders to uncover improvement areas in

  investment strategy, advisory, and discretionary portfolio services

  .
• Create detailed

  business requirements, process maps, and use cases

  aligned with transformation objectives.
• Conduct

  gap analyses

  , identify inefficiencies, and propose data-informed optimizations.
• Facilitate workshops and collaborate with advisors, investment teams, and IT to align strategy and execution.
• Deliver actionable insights and compelling business cases to senior leadership.
• Partner with data science teams to develop predictive models for

  portfolio optimization and risk management

  .
• Mentor junior analysts and support a culture of continuous improvement.

Who You Are

• 7+ years of experience

  in business analysis, with at least 3 years in

  wealth management or financial services

  .
• Strong domain knowledge across

  Managed Investments, Private Markets, Investment Advisory

  , and

  Portfolio Management

  .
• Proven experience driving

  end-to-end transformation projects

  in financial services or banking environments.
• Strong analytical mindset with hands-on experience in

  financial modeling and investment analysis

  .
• Adept in tools like

  Excel, PowerPoint, Visio, JIRA, Confluence

  ; exposure to

  SQL, Python

  , and

  data visualization tools

  (Tableau/Power BI/QlikView) is highly preferred.
• Familiarity with

  Agile methodologies

  and ability to thrive in a cross-functional, collaborative setup.
• Excellent communication, stakeholder management, and presentation skills.
• Relevant certifications such as

  CBAP, CFA, FRM

  , or an advanced degree (MBA, Master's in Finance or Data Science) are advantageous.

Why Join Us?

• Be part of

  mission-critical transformation projects

  in a globally-aligned Wealth Management platform.
• Work alongside leaders in

  investment strategy, advisory, and digital innovation

  .
• Leverage cutting-edge tools in

  financial modeling, analytics, and machine learning

  .
• Enjoy career advancement in a culture that supports

  learning, leadership, and lateral growth

  .
• Competitive compensation, work-life balance programs, and access to next-gen investment platforms.

Ready to Make an Impact?

apply now