About this role
Job Requirements
Role Overview
We are seeking an experienced Business Analyst to act as the Subject Matter Expert (SME) for our wealth management technology platforms. In this role, you will bridge the gap between business, operations, and technology, driving both "Build" (new initiatives, digital transformations) and "Run" (BAU, defect analysis) responsibilities. You will play a critical role in managing data flows, system integrations, and complex client scenarios, particularly utilizing Wealth Spectrum and enterprise Data Lakes, to ensure accurate portfolio reporting and investment data integrity across Mutual Funds, Fixed Income, PMS, and AIF products.
Key Responsibilities
Platform Strategy & Business Analysis
● Act as the core SME for wealth management technology platforms, covering Mutual Funds, Fixed Income, PMS, AIF, and other investment products.
● Drive "Build" and "Run" initiatives: Support new business setups, product configurations, and digital transformations, while concurrently managing BAU change requests, production issues, and process improvements.
● Create and maintain comprehensive documentation: Develop Business Requirement Documents (BRDs), process maps, data dictionaries, functional specifications, and business sign-off documentation.
Data Architecture & System Integration
● Manage Data Flows: Analyze and oversee data movement across core wealth management systems (specifically Wealth Spectrum ) and upstream/downstream applications.
● Define Integration Requirements: Validate data integration from multiple sources, including Fixed Income platforms, PMS/AIF manufacturer systems, custodians, registrars, and internal onboarding/transaction systems.
● Data Lake Ingestion: Partner with enterprise data teams to define Data Lake requirements, including identifying authoritative sources, source-to-target mapping, data lineage, classification, and critical attributes for downstream reporting.
● Data Standardization: Ensure accurate identification and standardization of client, account, portfolio, product, transaction, and reference data flowing into the ecosystem.
Client Operations & Complex Scenario Validation
● Portfolio Data Ownership: Own the end-to-end analysis and validation of client portfolio and investment data, guaranteeing the accurate representation of holdings, transactions, valuations, and performance.
● Complex Account Structures: Perform detailed scenario validation and solution assessment for diverse investor types, including NRI/OCI/Foreign Nationals, joint accounts, minors, Corporate, Trust, HUF, Partnership entities, and multi-holder/nominee scenarios.
Quality Assurance, Controls & Reporting
● Data Quality & Reconciliation: Collaborate with operations and technology to establish robust data quality controls, data reconciliation processes, exception management frameworks, and the management of authorized data sources/layers.
● Analytics & Reporting Support: Ensure complete and accurate data sets are available to drive portfolio analytics, client reporting, management dashboards, and regulatory reporting.
● Testing & Deployment: Partner with QA and business stakeholders to develop test cases, execute UAT, validate outcomes, and ensure flawless production deployments.
Experience: 2+ years of Business Analysis experience within the Wealth Management, Private Banking, or Asset Management domains.
Work Experience
4-6 years