Business Analyst – Investment Banking & Wealth Management

The Business Analyst will act as a bridge between business stakeholders, technology teams, operations, and product owners to deliver data-driven solutions across investment banking and wealth management platforms. The role requires strong domain understanding, SQL-based data analysis, requirement gathering, process documentation, and support for system enhancements, reporting, and regulatory or business transformation initiatives.

Key Responsibilities

• Gather, analyze, and document business requirements for investment banking and wealth management applications.
• Work closely with front office, middle office, operations, risk, compliance, and technology teams to translate business needs into functional specifications.
• Perform SQL queries to analyze data, validate business rules, support reconciliations, and investigate production or reporting issues.
• Create BRDs, FRDs, user stories, process flows, data mapping documents, and test scenarios.
• Support enhancements related to trade lifecycle, client onboarding, portfolio management, investment products, reporting, settlements, reconciliation, and regulatory requirements.
• Coordinate with development and QA teams during solution design, sprint planning, testing, defect triage, and implementation.
• Conduct UAT planning and execution, including test case preparation, stakeholder walkthroughs, and sign-off coordination.
• Identify process gaps, recommend improvements, and support automation or digital transformation initiatives.
• Prepare dashboards, reports, and presentations for stakeholders using business and data insights.

Required Skills

• Strong business analysis experience in banking, capital markets, investment banking, or wealth management domains.
• Hands-on SQL skills for data extraction, validation, analysis, joins, aggregations, and issue investigation.
• Good understanding of investment products such as equities, fixed income, mutual funds, structured products, derivatives, or portfolio services.
• Knowledge of trade lifecycle, client lifecycle, KYC/AML, settlements, reconciliation, risk, compliance, and reporting processes.
• Experience working with Agile/Scrum teams and tools such as Jira, Confluence, Visio, Excel, PowerPoint, or similar platforms.
• Ability to write clear business requirements, functional specifications, user stories, acceptance criteria, and test cases.
• Strong analytical, problem-solving, stakeholder management, and communication skills.

Preferred Experience

• Exposure to wealth management platforms, advisory workflows, portfolio performance, asset allocation, or client reporting.
• Understanding of investment banking processes such as deal lifecycle, trade capture, confirmations, settlements, regulatory reporting, and risk controls.
• Ability to work with large datasets and collaborate with data engineering, reporting, and application development teams.
• Experience in stakeholder workshops, requirement elicitation, gap analysis, impact analysis, and post-implementation support.

Requirements

Required Skills

• Strong business analysis experience in banking, capital markets, investment banking, or wealth management domains.
• Hands-on SQL skills for data extraction, validation, analysis, joins, aggregations, and issue investigation.
• Good understanding of investment products such as equities, fixed income, mutual funds, structured products, derivatives, or portfolio services.
• Knowledge of trade lifecycle, client lifecycle, KYC/AML, settlements, reconciliation, risk, compliance, and reporting processes.
• Experience working with Agile/Scrum teams and tools such as Jira, Confluence, Visio, Excel, PowerPoint, or similar platforms.
• Ability to write clear business requirements, functional specifications, user stories, acceptance criteria, and test cases.
• Strong analytical, problem-solving, stakeholder management, and communication skills.