Job Title: Senior Business Analyst
Position: Senior Business Analyst
Experience: 4- 6 Years
Category: Software Development/ Engineering
Shift: 1pm to 10pm
Main location: India, Karnataka, Bangalore
Position ID: J0626-1963
Employment Type: Full Time
Mode of work : 5 days work from office
Education Qualification: Bachelor's degree in Computer Science or related field or higher with minimum 4 years of relevant experience.
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Your future duties and responsibilities
Mid Level Business Analyst in a Wealth Management Advisory Firm, specifically within the Software Engineering (Web & Mobile Application) department: Experience of 4 6 years

Business & Functional Analysis

. Collaborate with wealth advisors, portfolio managers, compliance teams, and operations stakeholders to understand business needs.
. Elicit, analyze, and document business requirements, functional specifications, and user stories.
. Translate complex wealth management workflows (e.g., portfolio construction, financial planning, rebalancing) into system requirements.
. Conduct impact analysis for new features, regulatory changes, or system enhancements.

2. Digital Product Development (Web & Mobile)

. Work closely with UI/UX designers, developers, QA teams, and product owners to deliver seamless client facing and advisor facing applications.
. Define and refine user journeys, wireframes, and acceptance criteria for mobile and web platforms.
. Ensure alignment between business requirements and technical implementation.

3. Stakeholder Management

. Act as a liaison between business stakeholders and engineering teams.
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Facilitate workshops, requirement sessions, and sprint ceremonies (backlog grooming, sprint planning, demos).
. Manage expectations across multiple stakeholders and ensure timely communication of progress, risks, and dependencies.

4. Agile Delivery & Documentation

. Participate actively in Agile/Scrum ceremonies and support iterative delivery.
. Maintain product backlogs, requirement traceability matrices (RTMs), and documentation repositories.
. Support prioritization of features based on business value and regulatory requirements.

5. Testing & Validation

. Collaborate with QA teams to define test scenarios, UAT plans, and acceptance criteria.
. Participate in User Acceptance Testing (UAT) and ensure solutions meet business requirements.
. Identify and track defects, ensuring timely resolution.

6. Data Analysis & Reporting

. Analyze financial and client data to support decision making.
. Define reporting and dashboard requirements for portfolios, performance, and analytics.
. Work with data teams on integrations involving market data, portfolio systems, and CRM platforms.

Required qualifications to be successful in this role
Must-Have Skills & Experience

46 years of experience as a Business Analyst or Data Analyst
Robust expertise in SQL (mandatory)
Hands-on experience working with large datasets and data analysis

Good to have skills:

Experience working with data warehousing concepts
Exposure to data visualization tools (Power BI, Tableau, etc.)
Knowledge of ETL processes and data pipelines
Experience working in cross-functional teams

📌 Business Analyst (Bengaluru)
🏢 CGI
📍 Bengaluru