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Job Title: Business Analyst Wealth Management / Capital Markets / Investment Banking Location: Location: Bangalore/Hyderabad/ Chennai/ Mumbai/Pune Job Type: Full-time Work Mode : Hybrid We are looking for a dynamic Business Analyst with expertise in Wealth Management , Capital Markets , or Investment Banking to join our team. In this role, you will be responsible for bridging the gap between business stakeholders and technology teams, helping to deliver financial solutions that support key business goals. You will leverage your deep understanding of financial products, market trends, and investment strategies to ensure the development of impactful and efficient systems, processes, and solutions. Responsibilities: Collaborate with business stakeholders (e.g., portfolio managers, traders, compliance officers, product owners) to gather, document, and prioritize business requirements for technology solutions. Understand complex business processes and systems, translating business needs into clear and actionable requirements for development teams. Conduct detailed analysis and create well-structured business requirement documents (BRDs), functional specifications, use cases, and user stories. Serve as the primary liaison between business stakeholders and technology teams, ensuring clear communication and alignment of objectives. Lead and facilitate workshops, interviews, and presentations to elicit requirements and clarify business needs. Manage stakeholder expectations and foster strong relationships to ensure the timely delivery of solutions. Identify inefficiencies and bottlenecks within current business processes and propose technology-driven solutions for process improvements. Collaborate with business users to design and document optimized workflows and business processes. Recommend and implement process automation and integration opportunities to enhance operational efficiency. Analyze large volumes of financial and transactional data to identify trends, anomalies, and insights that can inform decision-making. Work with data teams to define KPIs, create dashboards, and generate financial reports to track business performance. Support data governance efforts to ensure data quality and consistency across systems. Work closely with technical teams (developers, testers, etc.) to define system specifications, design solutions, and ensure alignment with business requirements. Support the development of financial applications and tools used for wealth management, trading, and risk analysis. Assist in user acceptance testing (UAT), ensuring that the delivered solution meets the business requirements and is free of defects. Ensure that the developed solutions meet regulatory requirements specific to the Wealth Management, Capital Markets, or Investment Banking domain. Assist business teams in adhering to relevant financial regulations (e.g., MiFID II, Dodd-Frank, Basel III) and compliance standards. Provide support in identifying, mitigating, and managing business risks related to system implementations. Stay informed about the latest trends and developments in Wealth Management , Capital Markets , and Investment Banking to support the business with actionable insights. Analyze market dynamics, financial products, and competitors to identify opportunities for innovation and growth. Collaborate with project managers in creating project timelines, tracking progress, and ensuring successful project delivery. Support the preparation of project documentation, including status reports, project plans, and risk assessments. Required Skills & Qualifications: Experience: 6+ years of experience as a Business Analyst in Wealth Management , Capital Markets , or Investment Banking . Strong understanding of financial products (e.g., equities, fixed income, derivatives, mutual funds), investment strategies, and portfolio management. Proven track record in gathering and documenting complex business requirements and translating them into functional and technical specifications. Domain Knowledge: In-depth knowledge of Capital Markets , Investment Banking processes, and operations (e.g., trading, investment products, risk management, compliance). Familiarity with Wealth Management solutions and systems (e.g., client onboarding, portfolio management, asset allocation). Understanding of regulatory frameworks such as MiFID II, Dodd-Frank, and Basel III. Technical Skills: Strong knowledge of business analysis tools and methodologies (e.g., BPMN, UML, Agile/Scrum). Familiarity with financial software and platforms (e.g., Bloomberg, Reuters, Aladdin, Charles River). Proficiency in data analysis and reporting tools (e.g., Excel, Power BI, Tableau, SQL). Experience with business intelligence tools for data visualization and reporting. Soft Skills: Excellent communication skills, with the ability to present complex financial concepts to both technical and non-technical stakeholders. Strong problem-solving and analytical skills, with attention to detail. Ability to manage competing priorities, work under pressure, and adapt to a fast-paced environment. Strong interpersonal skills and the ability to work effectively in a cross-functional team.
