(Senior) Business Analyst – Wealth Management & Advisory Platforms
Core
Business Analyst supporting a global Private Banking transformation to redesign the end-to-end Investment & Advisory landscape using the Aladdin Wealth platform.
Role type
Senior Business Analyst (Wealth Management & Advisory Platforms)
Builds
End-to-end Investment Advisory journeys, Suitability & Profiling models, Portfolio Construction capabilities, and Discretionary Portfolio Management (DPM) workflows.
Domain
Financial Services / Wealth Management / Investment Advisory
Required skills
Business Analysis, Private Banking processes, Wealth Management, Investment Advisory, Portfolio Construction, Discretionary Portfolio Management (DPM), Securities & Investment Products, Regulatory Requirements Translation, BRD/Use Case Creation, UAT Support
Preferred skills
Aladdin Wealth platform experience, Investment Platform transformations
Technologies
Aladdin Wealth
Responsibilities
Design end-to-end Investment Advisory journeys; Define requirements for Suitability & Profiling; Develop requirements for Portfolio Construction and Advisory; Support DPM capabilities; Translate business requirements into BRDs, Use Cases, and User Stories.
Seniority
Senior, hands-on IC