Wealth and Asset Management BA

Job Description

• 10-15 years of experience as Business Analyst/Functional Consultant
• Strong professional experience in Financial Services industry with good proficiency in Investment Products and Private Banking
• Extensive experience of working in Wealth Management and Asset Management
• Understanding and working experience in Front and Back Office teams of Wealth Management, Portfolio Management and Accounting. Examples include financial planning, asset valuation, book keeping, ledger accounting etc.
• Knowledge about creation and functioning of Trusts and Estates, alongwith considerations about tax
• Exposure to platforms such as OneSource, Net X 360, SEI suite of products will be a big plus
• Strong Analytical Skills & problem-solving skills
• Fundamental analytical and conceptual thinking skills.
• Experience creating detailed reports and giving presentations
• Excellent planning, organizational, and time management skills
• Evaluate current business processes and workflows to identify opportunities for streamlining and optimization. Recommend and implement solutions to enhance operational efficiency, reduce costs, and mitigate risks.
• Should be well versed with BA role and responsibilities, like creating BRD, FRD writing, use cases, process flows and other deliverables. Should also have experience in managing E2E implementation (Agile/Waterfall)
• Strong Communication (written & verbal) and excellent Stakeholder management Skills.