? Hiring | Business Analyst / Functional Analyst – Wealth Management

We are looking for an experienced Business Analyst / Functional Analyst to join a Wealth Management transformation initiative focused on automating client buying power, collateral and credit checks and moving from manual end-of-day processes toward a real-time solution . We're hiring for one of the Big 4s.

? Location: Mumbai

? Key Responsibilities

• Gather and analyse requirements from Trading, Credit, Operations, Product and Technology teams.

• Analyse existing buying power, collateral, credit and margin processes and define future-state solutions.

• Prepare BRDs, functional specifications, process flows, use cases and user stories .

- Map data requirements across trading, credit, LTV and execution platforms.

• Work closely with Product Owners and Technology teams to define and deliver solutions.

- Support system requirements and functional workflows across relevant banking platforms.

• Support UAT , including test-case preparation, execution, defect identification and validation.

- Conduct requirement walkthroughs, demos and user training where required.

• Identify and manage risks, issues, dependencies and process gaps .

- Translate complex business requirements into clear and practical technology solutions.

? Required Skills & Experience

• Experience in Wealth Management, Private Banking, Wholesale Banking,



Asset Management or Financial Services .

• Strong understanding of collateral, buying power, margin, LTV, credit limits and concentration risk .

• Strong Business Analysis experience with BRDs, functional requirements, use cases and user stories.

• Experience with UAT and Agile delivery .

• Understanding of API integrations and system-to-system data flows .

- Robust stakeholder management and communication skills.

• Familiarity with Jira, Confluence and Power BI .

- Ability to independently analyse complex business problems and convert them into actionable solutions.

⭐ Preferred: Experience with Avaloq / Core Banking / Wealth Management platforms or similar banking systems.

What we're looking for

Someone who can effectively bridge the gap between Business and Technology, understand complex financial-services processes, and drive requirements through to successful implementation.

? Interested candidates apply and share their updated CV.

Please mention your total experience, relevant Wealth Management/Banking experience, current location and notice period when applying.

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📌 Business Analyst (Mumbai)
🏢 hiringplug™
📍 Mumbai