Job Title: Technical Business Analyst - Wealth Management
Location:Employment Type: Full-time
Role Overview
We are seeking a Technical Business Analyst with strong experience in Wealth Management 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.
Key Responsibilities
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
Required Skills & Experience
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
Preferred Qualifications
Knowledge of financial regulations (MiFID, FINRA, etc.)
Experience with API integrations and data migration projects
Certification in Business Analysis (CBAP) or Agile (CSPO) is a plus
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
IT Services and IT Consulting
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