(Senior) Business Analyst – Wealth Management & Advisory Platforms
Core
Design end-to-end Investment Advisory journeys and define requirements for Suitability, Profiling, Portfolio Construction, and Discretionary Portfolio Management for a global Private Banking transformation.
Role type
Senior Business Analyst (Wealth Management & Advisory Platforms)
Builds
End-to-end Investment Advisory journeys, platform requirements for Aladdin Wealth, and harmonized Advisory journeys across regions.
Domain
Financial Services / Wealth Management / Private Banking
Deliverable
product features
Required skills
Business Analysis, Private Banking processes, Investment Advisory journeys, Portfolio Construction, Discretionary Portfolio Management, Securities and Investment Services, BRD/Use Case creation, UAT support
Preferred skills
None stated
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, Business Rules, User Stories and MVP Backlogs, and support implementation, UAT and regional rollouts.
Seniority
Senior, hands-on IC