Business Analyst + Wealth Management Domain, Mumbai

Finance 2 views ID: 2773345699

Published on May 3, 2025. Modified on May 22, 2025.

Description

Business Analyst – Job Description Position Description The charter of this team is to provide business analysis support for the different platforms and products to help drive the requirements, execution of the technical redesign and strategy of the platform to meet the goals of the business and delivery/implementation.

Responsibilities:- Technical and functional analysis of platforms/applications and documentation of current state and to-be state- Extensive coordination and collaboration for gathering requirements and technical details with key stakeholder across different teams (development, architecture, QA and SMEs)- Communicate effectively - both verbally and written - to peers, business, and technology partners to include strong questioning and listening skills and the ability to look beyond obvious answers to understand impacts.- Gather and analyze requirements.

Organize and document business needs to enable design and development, including elicitation and documentation of current state and future state workflows, user stories, acceptance criteria, data mapping and UI wireframes.- Elicit and document processes and procedures, as well as partner in preparing training and adoption materials- Lead and influence cross-functional teams.- Extensive follow-ups and proactive communications with team members to get the required details for ensuring on-time deliveries- Developing technical solutions to business problems and requirements begins with defining, analyzing, and documenting requirements.

Managing requirements at the project level can help fulfill business needs- Build out of a knowledge repository detailing the entire business solution architecture and application ecosystem Requirements:- Must have experience working on large scale projects- Demonstrate fluency in business processes and process differentiation- Exposure to Agile is a Must- Solid Wealth Management / Investment Management background (Front Office, Middle Office, Back Office Activities)- Must understand Financial Data- Solid Data analysis – Must have proficiency with SQL, Microsoft Excel- Well defined and structured individual who can document, track and work on Functional, Technical and Data requirements seamlessly with minimum supervision- Excellent communication skills, both verbal and written- Wealth Management Back Office experience- Experience in agile, for planning, leading, organizing, and motivating agile project teams.

Achieve a high level of performance and quality and deliver agile projects that provide exceptional business value to users.

Good in user story writing and grouping- Good verbal communication skills and presentation skills.- Strong ability to take ownership and run stakeholder meetings- Be excellent at time management, good documentation and writing skills- Strong leadership skills, Stakeholder management Skills and Proficiency:- Communication- Technical Understanding- Problem Solving- Leadership- Teamwork- Business Operations- Multitask- Data Analysis- Process Discovery and understanding

Location

Mumbai
Mumbai
Maharashtra
India
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Attributes

Job type Full time
Contract type Permanent
Salary type Monthly
Occupation Business analyst + wealth management domain
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Capco
Capco
14 active listings
Registered for 2+ years
India

Capco is a global business and technology consultancy dedicated solely to the financial services industry. We deliver innovative solutions in banking, capital markets, wealth and investment management and finance, risk and compliance. As the pressures of regulation, cost reduction, and customer expectation grow, we design, build and operate technology for specific operations and entire organizations. We collaborate closely with our clients, equipping them to better meet the challenges of today, while preparing them to exploit tomorrow’s opportunities. Through our hands-on consulting resources, we go beyond strategy. We provide the necessary technology architecture and implementation that well positions our clients to transform and to achieve operational excellence, manage IT complexity, better understand, predict and control risk and develop practical and productive responses to regulation. Our industry-wide participation is ongoing, through the respected Capco Institute and Journal. With its academic and practitioner insights, the Institute continues to address challenging issues and to evolve innovation and capability, in an environment of ever-increasing competition and change. From the vision that our deep industry involvement provides, through to successful delivery, we remain proud that, with our clients, we are forming the future of finance. To learn more, visit our web site at http://www.capco.com. Specialties Banking, Capital Markets, Wealth & Investment Management, Finance, Risk & Compliance and Technology
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