Business Analyst - Wealth Management
Role Overview
Experienced Business Analyst with strong Wealth Management domain expertise.
Acts as a bridge between Business, Operations, Product, and Technology teams to analyze requirements, design solutions, support delivery, and drive platform enhancements.
Key Skills for This Role
Full Job Posting
Role overview
Experienced Business Analyst with strong Wealth Management domain expertise.
Acts as a bridge between Business, Operations, Product, and Technology teams to analyze requirements, design solutions, support delivery, and drive platform enhancements.
Domain and experience requirements
- Knowledge of bonds, mutual funds, equities, structured products, margin lending, and wealth operations.
- Experience with requirements gathering, solution design, testing, and production support.
- Knowledge of LTV calculations, margin utilization, margin call processes, collateral management, pledged securities management, and risk monitoring and exposure calculations.
Responsibilities
- Gather, analyze, and document business requirements from Wealth Management stakeholders.
- Prepare BRDs, FSDs, process flows, use cases, and functional specifications.
- Conduct requirements workshops and stakeholder discussions.
- Translate business requirements into functional and system requirements.
- Perform gap analysis and recommend optimal solutions.
- Support project delivery and enhancements across Wealth Management platforms.
Nice to have
- Good knowledge of Finacle Wealth Management System and Lending Module is nice to have.
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