Business Analyst – Wealth Management-PWLT/PCAP-Q3

Responsibilities

Professionals with an experience range of 5 to 12 years working as a Business Analyst in one or more of the following Capital Markets domain areas.

• Asset Gathering, Portfolio Modelling, Portfolio Management, Asset Allocation Strategies, Trade Order Management, Order Execution, Exchange Connectivity
• Transaction Management, Risk Administration, Data Management, Cash Administration, Corporate Actions Processing, Portfolio Recordkeeping
• Portfolio Accounting, Reconciliation Processing, Client Reporting and Fee Billing
• General Ledger and Accounting, Market Data and NAV Calculations, Trade Settlements, Tax Reporting, Regulatory Reporting
• Client Relationship Management, Client Prospecting, KYC process, Anti Money Laundering, Compliance Monitoring,
• Advisory Services, Robo Advisory, Performance Attribution, Performance Measurement, Structured Products, Managed Accounts
• Work experience with SQL is mandatory and must be comfortable with data analysis.
• Must have worked in Agile projects

Additional Responsibilities

Ability to develop value-creating strategies and models that enable clients to innovate, drive growth and increase their business profitability

• Good knowledge on software configuration management systems
• Awareness of latest technologies and Industry trends
• Logical thinking and problem solving skills along with an ability to collaborate
• Understanding of the financial processes for various types of projects and the various pricing models available
• Ability to assess the current processes, identify improvement areas and suggest the technology solutions
• One or two industry domain knowledge
• Client Interfacing skills
• Project and Team management

Technical and Professional Requirements

Tasks will include but not limited to –

 Engage stakeholders & identify scope / inventory of systems and processes impacted

 Verify and Publish inventory, systems, data flows, process flows.

 Document, maintain and communicate key discussions, decisions, milestones and RAID log

 Develop & maintain SDLC documents like Project Charter, Project Plan, BRD, FRD, Project Plan, Test Plan, Test Results, UAT Approvals, and Lessons Learned

 Develop & maintain relevant documents in Agile like Scope Document, Iteration Feature List, Technology Regression Test Results

 Delivering material/presentations to Senior Management, internal and external clients

 Communicate with colleagues to understand the needs of departments

 Working with stakeholders at all levels as defined by the individual project

 Key Stakeholder management with various internal customers, partners, and internal and external suppliers

 Working with users, business analysts, and developers to understand user and system requirements

 Explain requirements to various Applications Owners and engage in cross functional reviews

 Assisting with integration and acceptance testing

 Assisting the QA team in generating scenarios for effective and thorough testing

 Providing support during and post implementation

Preferred Skills

• Wealth Management

Educational Requirements

Chartered Accountant,Master Of Business Adm.,Master Of Business Management,Master Of Engineering,Master Of Technology,Bachelor Of Business Adm.,Bachelor of Business Mgmt.,Bachelor of Engineering,Bachelor Of Technology (Integrated)