About the Company
We are a leading financial services and technology-driven organization specializing in wealth management, investment advisory, and digital transformation solutions. Our focus is on leveraging innovation and analytics to deliver exceptional value to clients through efficient and scalable financial platforms. We foster a collaborative, growth-oriented environment where technology and finance intersect.
Job Summary
We are seeking a proactive and detail-oriented Business Analyst with experience in the wealth management domain. The ideal candidate will bridge the gap between business stakeholders and technical teams, ensuring business objectives are met through well-defined processes and effective digital solutions.
Key Responsibilities
- Analyze current processes and recommend improvements to enhance efficiency.
- Conduct market and competitor research to identify emerging trends in wealth management.
- Collaborate with stakeholders to gather and document business requirements, user stories, and workflows.
- Work with IT teams to design and implement CRM, portfolio management, and client reporting systems.
- Support project planning, tracking, and reporting to ensure timely delivery.
- Conduct User Acceptance Testing (UAT) and validate solutions against business requirements.
- Ensure compliance with financial regulations and data security standards.
- Prepare reports, dashboards, and strategic recommendations for management.
Qualifications
- Bachelor’s degree in Computer Science, Information Technology, Finance, or related field.
- 2–3 years of experience as a Business Analyst in Wealth Management or Financial Services.
- Strong understanding of IT systems such as CRM platforms, portfolio management, and reporting tools.
- Familiarity with financial products — mutual funds, equities, bonds, and insurance.
Technical Skills
- Knowledge of MySQL/SQL, HTML, and API integration.
- Understanding of system integration and regulatory frameworks in wealth management.
- Experience creating wireframes using open-source tools.
Key Competencies
- Strong analytical and problem-solving abilities.
- Excellent communication and stakeholder management skills.
- Ability to handle multiple projects in a fast-paced environment.
- Proactive, self-driven, and detail-oriented mindset.