Technical Business Analyst

Job Title

Technical Business Analyst (Focus on Wealth Management & Technology)

Job Role: The Business Analyst will work closely with business stakeholders, IT teams, and wealth management experts to take down requirements, run business solutions and technology-driven innovations under guidance. Role requires a understanding of Client Life Cycle Management under wealth management, Wealth Management products, and ability to translate business requirements into technical solutions. The ideal candidate will have significant experience in business analysis, combined with a technology background, to support the organization's digital transformation and business growth initiatives.

Job Description:

· Partner with Bank’s IT and wealth management stakeholders to understand and document business needs, analyze processes, and identify improvement opportunities

· Understand current systems and workflows, proposing optimized solutions that align with business goals and compliance standards

· Collaborate with IT and development teams to ensure the technical solutions meet business requirements

· Develop and document detailed business requirements, use cases, process flows, and functional specifications

· Define UAT test cases to test the business requirements

· Review of data and work to improve on data quality

· Facilitate workshops, meetings, and presentations to capture requirements and communicate project updates to stakeholders

· Act as a liaison between business units, technical teams and developers throughout the project lifecycle, ensuring alignment and addressing any challenges

Qualifications:

· 8-10 years of experience as a Business Analyst, with a focus on client life cycle management - wealth management or financial services.

· Proven experience working on technology-driven projects

· Good understanding of wealth management products such as investment funds, portfolio management, retirement planning, and advisory services.

· Experience with Agile software development methodologies and business analysis tools (JIRA, Confluence, etc.).

· Knowledge of data analytics, business intelligence (BI) tools, and reporting platforms is an advantage.

· Excellent communication skills, with the ability to work collaboratively and present complex information to non-technical stakeholders.

· Updated on industry trends, regulations, and technological advancements in wealth management.

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Tech BA