Business Analyst - Wealth Management

Job description

Roles & Responsibilities

• 10+ years of experience as a Business Analyst in wealth management for financial services or fintech organizations.
• Proven experience with large digital transformation of wealth management platforms from end-to-end ( conceptual to implementation) is highly desirable.
• Proven experience in gathering and documenting business, functional, and non-functional requirements for digital platforms (web and mobile).
• Experience in Managing offshore and onsite environment.
• Strong experience in designing user interfaces and customer journeys for equity trading platforms and investment tools.
• Strong background in creating dashboards and analytics for portfolio performance, trade analysis, and platform metrics.
• Experience in defining Non-Functional Requirements
• Proven track record in developing scenarios & test strategy , acceptance criterions & collaborating with QA teams, and ensuring successful user acceptance testing (UAT).
• Should have understanding of technical areas of SDLC.
• Good communication skills

Good to have

• In-depth knowledge of financial regulations such as SEC, FINRA, and GDPR, and experience ensuring compliance in digital solutions.
• Hands-on experience in defining integration requirements for robo-advisory services, trading systems, and APIs with third-party systems.
• Experience working with stakeholders to define and document system workflows, including risk profiling, alerts, and compliance features.
• Familiarity with AI/ML-based portfolio recommendations and integrating them into trading systems.