Business analyst - wealth management

About the Role

We are looking for an experienced business analyst with strong wealth management, capital markets Wealth Management / Asset Management / Capital Markets domain expertise to work closely with business stakeholders, product owners, and technology teams. The role focuses on gathering and translating business requirements into functional specifications across WM platforms, including advisory, brokerage, portfolio management, and client reporting.

Required Skills & Experience

10 years of experience as a Business Analyst in the Wealth Management / Asset Management / Capital Markets domain. Strong understanding of WM products and services:

Advisory & discretionary portfolio management

Mutual funds, equities, fixed income, alternatives

Client onboarding and account opening

Trade lifecycle and execution

Strong documentation skills (BRD, FRD, user stories, process flows). Experience working with Agile and/or Waterfall ...