17 Aug
|
Nameless
|
Bengaluru
17 Aug
Nameless
Bengaluru
Role Overview
We are looking for an
experienced Process Consultant with strong expertise in Investment/Wealth
Management processes, hands -on skills in process consulting and business
transformation, and working knowledge of AI, data, and automation solutions.
This is a client -facing role where you will partner with business stakeholders,
understand requirements, map processes, define solutions, and support
implementation across advisory, investment, and operations workflows.
Key Responsibilities
1. Process Consulting
& Transformation
- Lead As‑Is process assessments, identify inefficiencies, and design To‑Be processes.
- Support
operating model design across people, process, data, and technology
layers.
- Define
KPIs and measurable outcomes—efficiency, accuracy, cycle time reduction,
STP %, etc.
- Collaborate
with technology and product teams to ensure alignment with business
processes.
- Support
UAT, training, documentation, and change management activities.
2. AI / Data /
Automation Support
- Identify
use cases for AI, analytics, and automation across investment/wealth
operations.
- Work
with AI/data/engineering teams to translate business needs into technical
requirements.
- Support
design of functional workflows for:
- Document extraction (OCR/NLP)
- Predictive insights (risk scoring,
next -best -action)
- Workflow automation (RPA)
- Client 360 and data quality
improvements
- Validate
outputs from AI/automation solutions and ensure they meet business
expectations.
4. Stakeholder &
Delivery Management
- Act
as a bridge between business users, product owners, technology teams, and
vendors.
- Manage
day -to -day functional delivery, prioritization, and issue resolution.
- Prepare
functional documents, user stories, process flows, and test scenarios.
- Ensure
smooth functional deployment and post‑implementation support.
Requirements
Required
Qualifications
- 5–10
years of experience as a Functional Consultant / Business Analyst in Investment
or Wealth Management.
- Strong
understanding of front‑office, middle‑office, and operational processes in
wealth/investment domains.
- Hands -on
experience in process mapping, requirement gathering, documentation, and
UAT.
- Exposure
to AI, automation, and data -driven transformation initiatives.
- Ability
to translate business problems into structured functional solutions.
- Robust
communication, stakeholder management, and presentation skills.
Preferred Skills
- Experience
working with tools/platforms such as:
- Portfolio/OMS/PMS platforms
- Salesforce Financial Services Cloud,
Temenos, Avaloq, Charles River, Broadridge, etc.
- Automation tools (UiPath/AA), workflow
tools (Appian/PEGA)
- BI tools (Power BI/Tableau)
- Knowledge
of regulatory requirements (KYC/AML, Suitability, FATCA/CRS, MiFID, etc.).
- Certifications
like CFA (Level 1), FRM, Lean Six Sigma, BPM, Agile/Scrum are a plus.
Why This Role?
- Opportunity
to work across strategic investment/wealth transformation initiatives.
- High
visibility with business, COO, product, and AI/data teams.
- Blend
of domain, functional consulting, and emerging technology exposure.
- Growth
path toward Lead Consultant, Product Owner, or Transformation Lead.