Business Analyst for Banking Project

About the Role

We are looking to hire an experienced Business Analyst to support a banking project. This is an urgent requirement, and we are seeking candidates who can join at the earliest with minimal lead time.

Key Responsibilities

• Gather, analyze, and document business requirements from Wealth Management, Investment Advisory, Operations, Compliance, and Technology stakeholders.
• Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), user stories, process flows, use cases, and gap analysis reports.
• Conduct workshops, requirement-gathering sessions, and stakeholder discussions for wealth management initiatives and platform enhancements.
• Work closely with Relationship Managers, Investment Advisors, Operations, Compliance, Risk, Product Teams, and Technology teams to define business requirements and target solutions.
• Translate business requirements into detailed functional specifications for development and implementation teams.
• Support solution design, system integration, SIT, UAT, production deployment, and post-implementation reviews.
• Perform impact assessments for new investment products, regulatory changes, digital wealth initiatives, and process improvements.
• Coordinate with external vendors, market data providers, custodians, and technology partners to ensure successful delivery.
• Support production issue analysis, defect resolution, and post-go-live stabilization activities.
• Drive automation and digitization initiatives within Wealth Management and Investment platforms.
• Ensure solutions comply with regulatory, compliance, and risk management requirements.

Requirements & Tech Stack

• Requirement gathering and business process analysis.
• BRD, FSD, and user story preparation.
• Wealth Management business process mapping and workflow design.
• Knowledge of investment product lifecycle (Mutual Funds, Equities, Bonds, Structured Products, ETFs, Managed Portfolios, Sukuk, etc.).
• Understanding of Portfolio Management and Customer Onboarding processes.
• SIT, UAT, and production rollout support.
• API, integration, and interface analysis.
• Data analysis, SQL, and reporting capabilities.
• Experience with Agile, Scrum, and Waterfall delivery methodologies.
• Experience with wealth management reporting, portfolio valuation, and transaction processing workflows.
• Experience working on Wealth Management platforms such as GTN, Avaloq, Temenos Wealth Suite, Finacle Wealth Management or similar platforms.
• Strong understanding of:
• Portfolio Management
• Investment Advisory
• Wealth Customer Onboarding
• Order Management
• Trade Lifecycle
• Portfolio Valuation & Performance Reporting
• Custody & Settlement Processes
• Experience in digital wealth and investment platform transformation initiatives.

Qualifications

• Bachelor’s degree in business, Finance, Banking, Information Technology, or a related discipline.
• Business Analysis certification (CBAP, PMI-PBA, CCBA, or equivalent) preferred.
• Banking and Financial Services industry experience, preferably within Wealth Management, Private Banking, or Investment Services.