Business Analyst - Transformation & Change Management People Realm Recruitment Services Private Limited

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Senior Business Analyst specializing in Wealth Management Transformation, you will play a crucial role in a dynamic team dedicated to driving strategic initiatives across various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your expertise in wealth management products and services will be instrumental in leading large-scale business analysis and transformation projects, working closely with stakeholders to identify areas for improvement, and creating detailed business requirements aligned with transformation goals. Your responsibilities will include conducting gap analyses, proposing data-informed optimizations, facilitating workshops to align strategy and execution, and delivering actionable insights to senior leadership. You will collaborate with advisors, investment teams, and IT professionals to drive end-to-end transformation projects in financial services and banking environments. Additionally, you will mentor junior analysts and foster a culture of continuous improvement within the team. To excel in this role, you should have at least 7 years of experience in business analysis, with a minimum of 3 years in wealth management or financial services. Your strong domain knowledge across various wealth management domains and proven track record in driving transformation projects will be essential. Proficiency in financial modeling, investment analysis, and tools such as Excel, PowerPoint, Visio, JIRA, and Confluence is required. Exposure to SQL, Python, and data visualization tools like Tableau, Power BI, or QlikView is highly preferred. Familiarity with Agile methodologies and excellent communication skills are also crucial for success in this position. Joining our team will provide you with the opportunity to work on mission-critical transformation projects in a globally-aligned Wealth Management platform. You will collaborate with leaders in investment strategy, advisory, and digital innovation, leveraging cutting-edge tools in financial modeling, analytics, and machine learning. We offer a supportive culture that encourages learning, leadership development, and career advancement, along with competitive compensation, work-life balance programs, and access to next-gen investment platforms. If you are a data-savvy analyst passionate about driving transformation in the wealth management domain, and eager to make a meaningful impact, we invite you to apply now and become a valuable member of our future-focused team.,

Posted 4 days ago

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