Collaborate with business stakeholders, product managers, and technology teams to define, document, and validate business requirements.
Analyze and document processes related to portfolio management, fund accounting, trade lifecycle, asset servicing, and risk management .
Prepare detailed Business Requirement Documents (BRDs) , Functional Requirement Documents (FRDs) , use cases , process maps , and data flow diagrams .
Work closely with development and QA teams to ensure business requirements are translated into effective technology solutions.
Support UAT (User Acceptance Testing) and assist in test case preparation, validation, and defect resolution.
Drive business process improvements and digital transformation within the wealth and investment management ecosystem.
Ensure compliance with regulatory standards such as MiFID II, FATCA, AML/KYC, and GDPR , and align deliverables with industry best practices.
Act as a liaison between business and technology teams, ensuring clarity, alignment, and timely delivery of project outcomes.
Utilize Agile/Scrum methodologies for sprint planning, backlog management, and collaborative solution development.
Create and maintain documentation in JIRA , Confluence , or other project management tools.
Bachelor's degree in Finance, Business Administration, Economics, or related field (MBA or CFA preferred).
8–12 years of experience as a Business Analyst within the BFSI domain , specifically in Financial Services or Investment Management .
Strong knowledge of financial products - Equities, Fixed Income, Derivatives, Mutual Funds, ETFs, and Alternative Investments .
Familiarity with front-office, middle-office, and back-office processes across trading, settlement, and reconciliation.
Experience working with portfolio management systems, trading platforms, and financial data providers (e.g., Bloomberg, Reuters, Charles River, Aladdin).
Proficiency in business process modeling , data mapping , and requirements documentation .
Solid understanding of Agile and Scrum frameworks, with experience using JIRA and Confluence for project management.
Excellent communication, analytical thinking, and stakeholder engagement skills.