Senior Business Analyst* – Wealth Management & Advisory Platforms
Core
Designing and implementing next-generation digital Wealth Management and Advisory platforms, bridging business analysis with technical execution for Private Banking and Capital Markets.
Role type
Senior Business Analyst (Wealth Management & Advisory Platforms)
Builds
Modern Advisory platforms, digital Investment Journeys, and Portfolio Management solutions for leading financial institutions.
Domain
Wealth Management, Private Banking, Capital Markets, Digital Advisory
Deliverable
product features
Required skills
Business analysis, Investment Advisory, Securities Business, Aladdin Wealth, Suitability, Portfolio Construction, Order Management, Investment Lifecycle, Functional and technical specification translation
Preferred skills
Digital Advisory, Discretionary Portfolio Management (DPM), Regulatory requirements (MiFID II), Agile delivery, International transformation programs, Vendor management
Technologies
Aladdin Wealth
Responsibilities
Analyze and optimize End-to-End Advisory, Portfolio, and Investment processes; Translate business requirements into BRDs, User Stories, and functional concepts; Conceptualize solutions for Advisory Offering, Pricing, Suitability, Portfolio Construction, Execution, and Reporting; Define requirements for Advisory platforms and investment processes; Support platform configuration, integration design, and MVP implementation; Collaborate with Business, IT, Architecture, and Operations across design, implementation, testing, and rollout.