Business Analyst - Asset Management - Looking for profiles from Pacific coast only.

Title : Business Analyst - Asset Management

Min Exp Required: 10+ Years

Location: Irvine, CA (Hybrid)

Looking for profiles from Pacific coast only.

Client Overview: We are seeking a Business analysis in BFSI domain, Equity SMA and Pension product knowledge, Portfolio construction and investment operations, In-Kind Analysis and asset allocation, Retirement planning workflows, Requirement gathering and documentation (BRD, FRD, user stories), Gap analysis and feasibility studies, Process automation (especially Excel-based), UAT facilitation and stakeholder sign-off, Tools: JIRA, Confluence, MS Excel, process modeling tools, Agile/Scrum methodology, Communication and stakeholder management, Exposure to U.S. or global pension regulations, Familiarity with SMA compliance frameworks, Experience with automation tools or low-code platforms.

More than Capital Markets, we are looking for someone from Asset Mgmt. background having experience in Investment Analysis & Decision, Portfolio Strategy & Modeling, Portfolio Optimization and Rebalancing.

Key Responsibilities:

- Collaborate with stakeholders to gather, analyze, and document business requirements related to Equity SMA and Pension workflows.

- Lead requirement workshops and translate business needs into functional specifications.

- Work closely with product managers, developers, and QA teams to ensure accurate implementation of business logic.

- Drive automation initiatives for portfolio construction processes currently managed via Excel

- Support the development and enhancement of tools like the Portfolio Construction App (PC App), ensuring alignment with client expectations.

- Conduct gap analysis, impact assessments, and feasibility studies for new features and enhancements.

- Prepare detailed documentation including BRDs, FRDs, user stories, and process flows.

- Facilitate UAT and ensure business sign-off on deliverables.

- Act as a domain SME for Equity SMA and Pension products, advising on best practices and regulatory considerations.

Required Skills & Qualifications:

- Minimum 8 years of experience as a Business Analyst in BFSI, with a strong focus on Equity SMA and Pension domains.

- Proven experience in portfolio construction, investment operations, or wealth management platforms.

- Strong understanding of In-Kind Analysis, asset allocation, and retirement planning workflows.

- Proficiency in tools like JIRA, Confluence, MS Excel, and process modeling tools.

- Excellent communication and stakeholder management skills.

- Experience working in Agile/Scrum environments.

Preferred Qualifications:

- Exposure to U.S. or global pension regulations and SMA compliance frameworks.

- Experience with automation tools or low-code platforms.