Business Analyst – Investment Banking &
Wealth Management

The Business Analyst will act as a bridge
between business stakeholders, technology teams, operations, and product owners
to deliver data-driven solutions across investment banking and wealth
management platforms. The role requires strong domain understanding, SQL-based
data analysis, requirement gathering, process documentation, and support for
system enhancements, reporting, and regulatory or business transformation
initiatives.

Key Responsibilities

· Gather, analyze, and document
business requirements for investment banking and wealth management
applications.

· Work closely with front office,
middle office, operations, risk, compliance, and technology teams to translate
business needs into functional specifications.

· Perform SQL queries to analyze
data, validate business rules, support reconciliations, and investigate
production or reporting issues.

· Create BRDs, FRDs, user
stories, process flows, data mapping documents, and test scenarios.

· Support enhancements related to
trade lifecycle, client onboarding,



portfolio management, investment products,
reporting, settlements, reconciliation, and regulatory requirements.

· Coordinate with development and
QA teams during solution design, sprint planning, testing, defect triage, and
implementation.

· Conduct UAT planning and
execution, including test case preparation, stakeholder walkthroughs, and
sign-off coordination.

· Identify process gaps,
recommend improvements, and support automation or digital transformation
initiatives.

· Prepare dashboards, reports,
and presentations for stakeholders using business and data insights.

Required Skills

· Strong business analysis
experience in banking, capital markets, investment banking, or wealth
management domains.

· Hands-on SQL skills for data
extraction, validation, analysis, joins, aggregations, and issue investigation.

· Positive understanding of
investment products such as equities, fixed income, mu

📌 Business Analyst (Pune)
🏢 DataEconomy
📍 Pune