Business system analyst - Wealth management

Original job posting

The role involves gathering business requirements and translating them into functional specifications for wealth management systems. Responsibilities include managing stakeholders, creating process maps, and supporting UAT and defect triage.

Job details

Experience as a Business Analyst in Banking/Financial Services. Expertise in Agile delivery methodology, including user story creation, backlog refinement, sprint planning, UAT support, and participation in Scrum ceremonies. Strong experience in requirements gathering, stakeholder management, process mapping, and business process analysis. Experience preparing BRDs, FRDs, user stories, acceptance criteria, workflow diagrams, and data mapping documents. Working experience in Wealth Management, Brokerage, or Investment Banking domains is preferred. Experience in investment account opening, client onboarding, KYC, suitability assessment, or trading platforms is preferred. Strong analytical and problem-solving skills with the ability to translate business requirements into functional specifications. Experience supporting UAT, defect triage, and production issue analysis. Hands-on experience with JIRA and Confluence (mandatory). Knowledge of SQL, data analysis, and reporting tools is an added advantage. Excellent communication and stakeholder management skills, with experience working across business and technology teams.

What you’ll do

The role involves gathering business requirements and translating them into functional specifications for wealth management systems. Responsibilities include managing stakeholders, creating process maps, and supporting UAT and defect triage.

Requirements

Candidates must have experience as a Business Analyst in banking or financial services with mandatory proficiency in JIRA and Confluence. Expertise in Agile delivery and knowledge of investment account opening or KYC processes is preferred.

Listed skills

• SQL · Preferred
• Jira · Preferred
• Business analysis · Preferred
• Requirements gathering · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Agile Methodology
• User Story Creation
• Backlog Refinement
• Sprint Planning
• UAT Support
• Requirements Gathering
• Stakeholder Management
• Process Mapping
• BRD Preparation
• FRD Preparation
• Data Mapping
• Jira
• Confluence
• SQL
• Wealth Management

Job areas

• Finance & Accounting
• Technology
• Consulting
• Data & Analytics
• Software