Technical Business Analyst – Wealth Management

Technical Business Analyst

<h3><strong>Job Title:</strong> Technical Business Analyst – Wealth Management</h3><div><strong>Location:</strong> </div><div><strong>Employment Type:</strong> Full-time</div><h4><strong>Role Overview</strong></h4><div>We are seeking a <strong>Technical Business Analyst</strong> with strong experience in <strong>Wealth Management</strong> 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.</div><h4><strong>Key Responsibilities</strong></h4><ul><li>Gather, analyze, and document business requirements for Wealth Management systems and processes.</li><li>Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications.</li><li>Perform gap analysis and propose solutions to enhance system functionality and user experience.</li><li>Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems.</li><li>Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions.</li><li>Prepare detailed documentation including BRDs, functional specifications, and process flows.</li><li>Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms.</li><li>Ensure compliance with regulatory standards and internal policies.</li></ul><h4><strong>Required Skills &amp; Experience</strong></h4><ul><li>Total 10+ years of experience <strong>5+ years</strong> of experience as a Business Analyst in financial services, preferably Wealth Management.</li><li>Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services.</li><li>Technical proficiency in SQL, data analysis, and system integration.</li><li>Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar).</li><li>Familiarity with Agile/Scrum methodologies.</li><li>Excellent communication and stakeholder management skills.</li></ul><h4><strong>Preferred Qualifications</strong></h4><ul><li>Knowledge of financial regulations (MiFID, FINRA, etc.).</li><li>Experience with API integrations and data migration projects.</li><li>Certification in Business Analysis (CBAP) or Agile (CSPO) is a plus.</li></ul><div><br></div>