Role: Business Analyst Wealth Management Systems

Experience: 6-10 Years

Work Mode: WFO - 4 days in a week

Notice Period: Immediate to Max 15 days only

Key Responsibilities:
- Gather, analyze, and document business requirements from Wealth Management, Investment Advisory, Operations, Compliance, and Technology stakeholders.
- Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), user stories, process flows, use cases, and gap analysis reports.
- Conduct workshops, requirement-gathering sessions, and stakeholder discussions for wealth management initiatives and platform enhancements.
- Work closely with Relationship Managers, Investment Advisors, Operations, Compliance, Risk, Product Teams, and Technology teams to define business requirements and target solutions.
- Translate business requirements into detailed functional specifications for development and implementation teams.
- Support solution design, system integration, SIT, UAT, production deployment, and post-implementation reviews.




- Perform impact assessments for current investment products, regulatory changes, digital wealth initiatives, and process improvements.
- Coordinate with external vendors, market data providers, custodians, and technology partners to ensure successful delivery.
- Support production issue analysis, defect resolution, and post-go-live stabilization activities.
- Drive automation and digitization initiatives within Wealth Management and Investment platforms.
- Ensure solutions comply with regulatory, compliance, and risk management requirements.

Technical Skills:
- Requirement gathering and business process analysis.
- BRD, FSD, and user story preparation.
- Wealth Management business process mapping and workflow design.
- Investment product lifecycle knowledge (Mutual Funds, Equities, Bonds, Structured Products, ETFs, Managed Portfolios, Sukuk, etc.).
- Portfolio Management and Customer Onboarding processes.
- SIT, UAT, and production rollout suppor

📌 Business Analyst Lead (India)
🏢 Optimum Solutions
📍 India