We are looking for a Business Analyst with strong experience in Wealth Management to bridge the gap between business stakeholders and technology teams. The ideal candidate will have a solid understanding of financial products, client reporting, and investment processes, along with strong analytical and communication skills. Key Responsibilities

Gather, analyze, and document business requirements from stakeholders including Portfolio Managers, Financial Advisors, and Operations teams
Translate business needs into functional and technical requirements (BRD, FRD, user stories)
Work on wealth management platforms, client onboarding, and reporting systems
Support portfolio management, performance reporting, and client analytics initiatives
Collaborate with technology teams to ensure accurate implementation of requirements
Perform gap analysis, impact analysis, and process mapping
Participate in UAT (User Acceptance Testing) and ensure requirements are met
Support regulatory and compliance initiatives (SEC, FINRA, KYC/AML)
Drive improvements in business processes and data quality

Required Skills & Qualifications

8-12+ years of experience as a Business Analyst
Strong domain knowledge in:
Wealth Management
Private Banking / Asset Management
Understanding of:
Portfolio Management
Asset Allocation
Equities, Fixed Income, Mutual Funds
Experience with requirement gathering and documentation (BRD, FRD, user stories)
Strong SQL skills (for data analysis)
Experience with tools like JIRA, Confluence, Excel

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