Title: Business Analyst (Asset Management Domain)

Location: Mumbai

Exp: 10+ Yrs

:

Business Analysis

- Gather, analyze, and document business requirements from stakeholders.
- Conduct workshops, interviews, and requirement elicitation sessions.
- Create Business Requirement Documents (BRD), Functional Requirement Documents (FRD), user stories, and process flows.
- Translate business requirements into functional specifications for development teams.
- Perform gap analysis and recommend process improvements.

Asset Management Domain Responsibilities

- Analyze and support processes across:

o Portfolio Management o Investment Management o Fund Accounting o Trade Lifecycle Management o Performance Measurement & Attribution o Risk Management o Compliance & Regulatory Reporting o Client Reporting

- Understand Front Office, Middle Office, and Back Office workflows.
- Support investment products including:

o Equities o Fixed Income o Mutual Funds o ETFs o Derivatives o Alternative Investments

Stakeholder Management

- Collaborate with Portfolio Managers, Traders, Operations, Compliance, Risk, and IT teams.
- Facilitate requirement review meetings and obtain stakeholder sign-off.
- Act as a liaison between business users and technical teams.

Project Delivery





- Support Agile and Waterfall project methodologies.
- Participate in Sprint planning, backlog grooming, and UAT activities.
- Develop test scenarios and support User Acceptance Testing.
- Track project deliverables and manage requirement traceability.

Data Analysis

- Analyze large datasets to identify trends and business impacts.
- Validate data migration and reconciliation activities.
- Create reports and dashboards using BI tools.

Required Skills

Domain Knowledge

- Robust understanding of Asset Management and Investment Management.
- Knowledge of trade lifecycle from order creation through settlement.
- Understanding of fund accounting and NAV calculations.
- Familiarity with performance attribution and risk analytics.
- Knowledge of regulatory requirements such as MiFID II, SEC, ESG reporting, AIFMD, UCITS, etc.

Business Analysis Skills

- Requirements Gathering & Documentation
- Process Mapping (BPMN, Visio)
- Gap Analysis
- User Story Creation
- Stakeholder Management
- UAT Planning & Execution

Technical Skills

- SQL and Data Analysis
- Excel (Advanced)
- Jira / Confluence
- Visio / Lucidchart
- Power BI or Tableau
- API and system integration understanding

📌 Business Analyst (Asset Management Domain) (Mumbai)
🏢 NR Consulting
📍 Mumbai