Business Analyst (Investment banking)

Role overview

Key responsibilities

• Gather and document requirements; translate business needs into functional specifications with relevant business and technology teams.
• Use SQL to analyze data, validate rules, support reconciliations, and investigate production or reporting issues.
• Create BRDs, FRDs, user stories, process flows, data mappings, and test scenarios.
• Support enhancements across trade lifecycle, onboarding, portfolio management, products, reporting, settlements, reconciliation, and regulatory requirements.
• Coordinate design, sprint planning, testing, defect triage, and implementation with development and QA teams.
• Plan and execute UAT, prepare test cases, conduct stakeholder walkthroughs, and coordinate sign-off.
• Identify process gaps, recommend improvements, and support automation and digital transformation.
• Prepare dashboards, reports, and presentations using business and data insights.

Required qualifications and skills

• Strong business analysis experience in banking, capital markets, investment banking, or wealth management.
• Hands-on SQL for data extraction, validation, analysis, joins, aggregations, and investigation.
• Understanding of investment products, including equities, fixed income, mutual funds, structured products, derivatives, or portfolio services.
• Knowledge of trade and client lifecycles, KYC/AML, settlements, reconciliation, risk, compliance, and reporting.
• Agile/Scrum experience and tools such as Jira, Confluence, Visio, Excel, PowerPoint, or similar.
• Ability to write requirements, functional specifications, user stories, acceptance criteria, and test cases.
• Strong analytical, problem-solving, stakeholder management, and communication skills.

Preferred experience

• Exposure to wealth platforms, advisory workflows, portfolio performance, asset allocation, or client reporting.
• Understanding of investment banking deal lifecycle, trade capture, confirmations, settlements, regulatory reporting, and risk controls.
• Ability to work with large datasets and collaborate with data engineering, reporting, and application development teams.
• Experience with stakeholder workshops, elicitation, gap and impact analysis, and post-implementation support.