IT Business Analyst – Wealth Management System
Job Summary
We are seeking an experienced IT Business Analyst with a strong understanding of Wealth Management to bridge business needs and technology solutions. The ideal candidate will work closely with business stakeholders, product owners, developers, and QA teams to gather requirements, design functional solutions, and ensure successful implementation of wealth management products and services.
Responsibilities
- Gather, analyze, and document business and functional requirements.
- Work closely with business stakeholders to understand wealth management processes and regulatory requirements.
- Translate business requirements into Functional Specification Documents (FSD), User Stories, Process Flows, and Use Cases.
- Collaborate with Solution Architects, Developers, QA, and Product Owners throughout the Software Development Life Cycle (SDLC).
- Facilitate workshops, requirement elicitation sessions, and User Acceptance Testing (UAT).
- Support solution design while ensuring alignment with business objectives.
- Analyze existing systems and recommend process improvements.
- Coordinate with cross-functional teams to ensure timely project delivery.
- Prepare project documentation, user manuals, and training materials when required.
- Support production issues by performing root cause analysis and proposing business solutions.
Requirements
- Bachelor's degree in Information Technology, Computer Science, Information Systems, Business, Finance, or a related field.
- Minimum 5 years of experience as an IT Business Analyst.
- At least 2-3 years of experience in Wealth Management, Private Banking, Investment Management, Asset Management, or Capital Markets.
- Strong understanding of wealth management products, including:
- Mutual Funds
- Bonds
- Equities
- Structured Products
- Portfolio Management
- Investment Advisory
- Risk Profiling
- Experience in requirement gathering, business analysis, and solution design.
- Strong knowledge of SDLC and Agile/Scrum methodologies.
- Experience preparing BRD, FSD, User Stories, BPMN, UML, Wireframes, and Process Flows.
- Familiarity with APIs, system integration, and digital financial platforms.
- Understanding of financial industry regulations and compliance requirements is an advantage.
- Excellent analytical and problem-solving skills.
- Strong stakeholder management and communication skills.
- Ability to work independently and manage multiple projects simultaneously.
Technical Skills
- Business Requirement Document (BRD)
- Functional Specification Document (FSD)
- UML / BPMN
- User Story & Acceptance Criteria
- Process Mapping
- SQL (basic/intermediate)
- REST API concepts
- Jira / Confluence
- Microsoft Visio or equivalent tools
Preferred Qualifications
- Experience implementing or supporting Wealth Management Systems such as Avaloq, Temenos WealthSuite, Charles River, FNZ, Finastra, or similar platforms.
- Experience in Digital Wealth Management or Robo-Advisory platforms.
- Knowledge of FIX Protocol, SWIFT, or investment transaction processing is an advantage.
- Experience working with regional or international financial institutions.
Language Requirement
- Fluent in English (spoken and written) is mandatory.
- Able to communicate effectively with regional and international stakeholders.
