Business Analyst Wealth Management

Job Title : Business Analyst Wealth Management Location: New York JD: Role Name - Business Analyst

ROLE_DESCRIPTION -

Business Analyst Wealth Management Job Description

Role 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.

Key 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

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