Business Analyst Wealth Management Job Description
Role Overview
A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency.
Key Responsibilities
1. Requirement Gathering & Analysis
Collaborate with stakeholders (portfolio managers, financial advisors, operations teams)
Elicit, analyze, and document:
Business requirements (BRDs)
Functional requirements (FRDs)
User stories and acceptance criteria
Conduct workshops, stakeholder interviews, and gap analysis
2. Wealth Management Domain Support
Understand core concepts:
Portfolio management
Asset allocation (Equities, Fixed Income, Alternatives)
Investment lifecycle
Risk profiling & suitability
Support systems like:
Portfolio management systems (PMS)
CRM platforms (Salesforce, Microsoft Dynamics)
Trading and order management systems (OMS)
3. Data Analysis & Reporting
Analyze financial data related to:
Client portfolios
Performance metrics (ROI, Alpha, Beta)
Risk analytics
Prepare dashboards and reports using tools like:
Excel, Power BI, Tableau
4. Functional Design & Solutioning
Translate business requirements into system specifications
Work closely with:
Developers
QA teams
Product owners
Define workflows, business rules, and use cases
Skills: Digital : Artificial Intelligence(AI)BFS : Wealth ManagementFinance and AccountingEIS : Management of Clients (Direct Materials)Capital Markets - Investment Banking
Experience Required: 10 & Above
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