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usiness Analyst A

bout Us – PeakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Twenty years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.

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eople are at the center of what we do because money ultimately must work for people and help them realize their goals.

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ith state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their qualified journeys, families and individuals.

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eakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.

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ob Location – Bangalore (Hybrid)

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eporting to – Vice President

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ey Responsibilities:

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- ather, analyse, and document business requirements from stakeholders.
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- repare Business Requirement Documents (BRD), Functional Requirement Documents (FRD), user stories, and process flows.
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- oordinate with development teams and stakeholders to ensure successful project delivery.
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- onduct UAT (User Acceptance Testing) and validate business requirements.
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- nalyse data to identify trends, opportunities, and areas for improvement.
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- onitor external technology partners and report project progress, ensuring alignment with business goals.
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- amiliarity with business process analysis and documentation of current processes.
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- amiliarity with data analysis and business analysis tools.
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- ands-on experience with AI tools such as ChatGPT, Claude, Gemini, Microsoft Copilot, and Perplexity.
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- bility to leverage AI tools for requirement gathering, documentation, research, and productivity enhancement.
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- xperience using AI-powered tools for creating interactive UI prototypes, wireframes, and user journeys.
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- nderstanding of prompt engineering and AI-assisted application design.
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- bility to identify opportunities for AI adoption, automation, and process optimization.

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ualifications – M

- inimum 2 years of relevant experience
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- raduate in any discipline, post-graduation will be an added advantage
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- ertified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B will be an added advantage
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equired Skills-

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- een interest to learn and grow as a financial advisor
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- xcellent communication, interpersonal and listening skills
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- egotiation and influencing skills as well as determination and tenacity
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- ttention to detail
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- esearch and analytical skills
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- bility to engage with people and build deep and high-quality relationships

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*Please send your resumes to [email protected] and be part of an organization that is on a high growth trajectory! **

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📌 Business Analyst (Bengaluru)
🏢 peakalpha investment services
📍 Bengaluru