Business Analyst Wealth Management

Job Title: Business Analyst Wealth Management

Location: New York
Experience: 10+ Years
Employment Type: Contract
Domain: Wealth Management / Private Banking / Capital Markets

Job Overview

We are seeking an experienced Business Analyst Wealth Management to bridge 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 enhance client portfolio management, regulatory compliance, and operational efficiency.

Key Responsibilities

1. Requirement Gathering & Analysis

• Collaborate with stakeholders including portfolio managers, financial advisors, and operations teams
• Elicit, analyze, and document:
• Business Requirements Documents (BRDs)
• Functional Requirements Documents (FRDs)
• User stories and acceptance criteria
• Conduct workshops, stakeholder interviews, and gap analysis

1. Wealth Management Domain Support

• Understand core domain concepts such as:
• Portfolio Management
• Asset Allocation (Equities, Fixed Income, Alternatives)
• Investment Lifecycle
• Risk Profiling & Suitability
• Support systems including:
• Portfolio Management Systems (PMS)
• CRM platforms (Salesforce, Microsoft Dynamics)
• Trading and Order Management Systems (OMS)

1. Data Analysis & Reporting

• Analyze financial data including:
• Client portfolios
• Performance metrics (ROI, Alpha, Beta)
• Risk analytics
• Develop dashboards and reports using tools such as:
• Excel
• Power BI
• Tableau

1. Functional Design & Solutioning

• Translate business requirements into system specifications
• Collaborate closely with:
• Developers
• QA teams
• Product Owners
• Define workflows, business rules, and use cases

Required Skills

• Wealth Management Domain Knowledge
• Portfolio Management & Capital Markets Understanding
• Business Analysis & Requirement Gathering
• Data Analysis & Reporting Tools (Excel, Power BI, Tableau)
• Experience with CRM, PMS, and OMS systems
• Knowledge of Finance, Investment Banking, and Client Management

Preferred Skills

• Exposure to AI-driven financial analytics
• Strong stakeholder management and communication skills
• Experience working in Agile environments

Experience Required

10+ Years in Business Analysis / Wealth Management / Financial Services