Business Analyst

Job Description

Responsibilities:
 

• Engage with clients and manage relationship, ensuring alignment with client objectives and risk tolerance.
   
• Work closely with client and delivery team to deliver solutions as per requirements.
   
• Work with clients to understand the current landscape, help in creating target state across all business functions and operations.
   
• Create a functional requirement and business requirement documents and help delivery team to document technical documentations mapping the business functions.
   
• Understand the business process in details and work closely with architects to evolve a conceptual and logical data model.
   
• Bring the industry experience to help drive business architecture and solutions.
   
• Collaborate all internal teams and clients to ensure there are no gaps in the client understanding and internal architects & delivery teams.
   
• Communicate with business using business language and translate the business requirements in language that internal IT teams can understand.
   

Key Skills Required:
 

• Asset Management: Extensive experience in in all functions of asset management including investment strategies, investment portfolios, asset allocation, fund administration, market data.
   
• Wealth Management: Proficiency in providing comprehensive wealth management services, including financial planning, estate planning, and retirement planning, portfolio construction / management, client onboarding, client risk profiling, trade processing, portfolio & position accounting, account performance, reporting, settlement and clearance process & market data.
   
• Asset Services: Knowledge of asset servicing, including custody, corporate actions, income processing, shareholder identification, tax & certification, administration, and reporting.
   
• Financial Analysis: Strong analytical skills for assessing market trends, financial statements, and investment opportunities.
   
• Client Relationship Management: Excellent interpersonal and communication skills for understanding the roadmap, engage with customers and guide and help the delivery team to deliver solutions as per client’s expectations.
   
• Regulatory Compliance: Understanding of regulatory requirements and compliance related to asset and wealth management.
   

Requirements

Qualifications:
 

• Bachelor’s degree in finance, Economics, Business Administration, or a related field; master’s degree or professional certifications (e.g., CFA, CFP) preferred.
   
• Extensive experience in asset management, wealth management, and asset services domains
   
• Proven track record of managing and implementing complex solutions.
   
• Strong analytical and modelling skills.
   
• Excellent communication, negotiation, and relationship management skills.
   
• In-depth knowledge of financial markets, investment products, and regulatory requirements.
   
• Ability to work independently and as part of a team in a fast-paced, dynamic environment