Business Analyst Wealth Management Face2 Face Interview Required

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. Location & Interview REQUIREMENT_CITY - New York. Need to come to office 3 Days Week & Face-to-Face Interview Required 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. Qualifications 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 #J-18808-Ljbffr VOLTO Consulting