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.

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.

Technical Business Analyst

Key skills