Business Analyst Wealth Management Face2 Face Interview Required
- |10 years of exp
- |Contract
In office - WFH flexibility
Not Available
About the job
Business Analyst Wealth Management Job Description
REQUIREMENT_CITY - New York-Need to come to office 3 Days Week & Face2Face Interview Required
Role Overview
A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency.
Key Responsibilities
- Requirement Gathering & Analysis
Collaborate with stakeholders (portfolio managers, financial advisors, operations teams)
Elicit, Analyze, And Document
Business requirements (BRDs)
Functional requirements (FRDs)
User stories and acceptance criteria
Conduct workshops, stakeholder interviews, and gap analysis
- Wealth Management Domain Support
Understand Core Concepts
Portfolio management
Asset allocation (Equities, Fixed Income, Alternatives)
Investment lifecycle
Risk profiling & suitability
Support Systems Like
Portfolio management systems (PMS)
CRM platforms (Salesforce, Microsoft Dynamics)
Trading and order management systems (OMS)
- Data Analysis & Reporting
Analyze Financial Data Related To
Client portfolios
Performance metrics (ROI, Alpha, Beta)
Risk analytics
Prepare Dashboards And Reports Using Tools Like
Excel, Power BI, Tableau
- Functional Design & Solutioning
Translate business requirements into system specifications
Work Closely With
Developers
QA teams
Product owners
Define workflows, business rules, and use cases
Skills: Digital : Artificial Intelligence(AI)~BFS : Wealth Management~Finance and Accounting~EIS : Management of Clients (Direct Materials)~Capital Markets - Investment Banking
Experience Required: 10 & Above
About the company
Volto consulting
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