Technical Business Analyst
Role Overview
We are seeking a Technical Business Analyst with strong experience in Wealth Management to bridge the gap between business needs and technology solutions. The ideal candidate will have a deep understanding of financial products, investment platforms, and regulatory requirements, combined with technical proficiency in system analysis and integration.
Key Responsibilities
- Gather, analyze, and document business requirements for Wealth Management systems and processes.
- Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications.
- Perform gap analysis and propose solutions to enhance system functionality and user experience.
- Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems.
- Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions.
- Prepare detailed documentation including BRDs, functional specifications, and process flows.
- Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms.
- Ensure compliance with regulatory standards and internal policies.
Requirements
- Total 10+ years of experience 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management.
- Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services.
- Technical proficiency in SQL, data analysis, and system integration.
- Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar).
- Familiarity with Agile/Scrum methodologies.
- Excellent communication and stakeholder management skills.
Benefits
- Knowledge of financial regulations (MiFID, FINRA, etc.).
- Experience with API integrations and data migration projects.
- Certification in Business Analysis (CBAP) or Agile (CSPO) is a plus.
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