Experience: 10+ Years

Location: Mumbai

Work Mode: Hybrid – 3 days WFO mandatory

Shift: Afternoon

Notice Period: Immediate Joiners / Serving Notice Period

Budget: Up to ₹28 LPA

Interview: Video – 3 Technical Rounds

Employment: Full time

Role Overview

We are looking for an experienced Business Analyst with strong Asset Management / Investment Management domain expertise to bridge business and technology teams. The candidate will work with Portfolio Management, Operations, Risk, Compliance, and Technology teams to gather requirements and support investment management initiatives.

Mandatory Skills

- Strong Asset Management / Investment Management domain experience

- Creation of BRD, FRD, User Stories, and Process Flows

- Portfolio & Investment Management

- Fund Accounting and NAV

- Trade Lifecycle Management

- Performance Measurement & Attribution

- Risk Management

- Compliance & Regulatory Reporting

- Client Reporting

- Understanding of Front Office, Middle Office & Back Office workflows

- Experience with investment products: Equities, Fixed Income, Mutual Funds, ETFs, Derivatives, Alternative Investments





- Requirements Gathering & Documentation

- BPMN / Visio process mapping

- Gap Analysis & User Story Creation

- Stakeholder Management

- UAT Planning & Execution

- SQL & Data Analysis

- Advanced Excel

- Jira / Confluence

- Visio / Lucidchart

- Power BI or Tableau

- API & System Integration understanding

Key Responsibilities

- Gather, analyze, and document business requirements.

- Conduct stakeholder workshops and requirement elicitation sessions.

- Translate business requirements into functional specifications.

- Perform process mapping and gap analysis.

- Collaborate with Portfolio Managers, Traders, Operations, Risk, Compliance, and IT teams.

- Support Agile/Waterfall delivery, sprint planning, backlog grooming, and UAT.

- Develop test scenarios and maintain requirement traceability.

- Analyze data and support reconciliation/data validation activities.

- Prepare reports and dashboards using BI tools.

Communication: Excellent communication and stakeholder management skills required.

📌 Business Analyst (Asset Management Domain) (Mumbai)
🏢 Connexr Solutions
📍 Mumbai