Business Analyst – Investment Banking & Wealth Management

The Business Analyst will act as a bridge between business stakeholders, technology teams, operations, and product owners to deliver data-driven solutions across investment banking and wealth management platforms. The role requires strong domain understanding, SQL-based data analysis, requirement gathering, process documentation, and support for system enhancements, reporting, and regulatory or business transformation initiatives.

Key Responsibilities

Gather, analyze, and document business requirements for investment banking and wealth management applications.
Work closely with front office, middle office, operations, risk, compliance, and technology teams to translate business needs into functional specifications.
Perform SQL queries to analyze data, validate business rules, support reconciliations, and investigate production or reporting issues.
Create BRDs, FRDs, user stories, process flows, data mapping documents, and test scenarios.
Support enhancements related to trade lifecycle, client onboarding, portfolio management, investment products, reporting, settlements, reconciliation, and regulatory requirements.
Coordinate with development and QA teams during solution design, sprint planning, testing, defect triage, and implementation.
Conduct UAT planning and execution, including test case preparation, stakeholder walkthroughs, and sign-off coordination.
Identify process gaps, recommend improvements, and support automation or digital transformation initiatives.
Prepare dashboards, reports, and presentations for stakeholders using business and data insights.

Required Skills

Strong business analysis experience in banking, capital markets, investment banking, or wealth management domains.
Hands-on SQL skills for data extraction, validation, analysis, joins, aggregations, and issue investigation.
Good understanding of investment products such as equities, fixed income, mutual funds, structured products, derivatives, or portfolio services.
Knowledge of trade lifecycle, client lifecycle, KYC/AML, settlements, reconciliation, risk, compliance, and reporting processes.
Experience working with Agile/Scrum teams and tools such as Jira, Confluence, Visio, Excel, PowerPoint, or similar platforms.
Ability to write clear business requirements, functional specifications, user stories, acceptance criteria, and test cases.
Strong analytical, problem-solving, stakeholder management, and communication skills.

Preferred Experience

Exposure to wealth management platforms, advisory workflows, portfolio performance, asset allocation, or client reporting.
Understanding of investment banking processes such as deal lifecycle, trade capture, confirmations, settlements, regulatory reporting, and risk controls.
Ability to work with large datasets and collaborate with data engineering, reporting, and application development teams.
Experience in stakeholder workshops, requirement elicitation, gap analysis, impact analysis, and post-implementation support.

Requirements

Required Skills

Strong business analysis experience in banking, capital markets, investment banking, or wealth management domains.
Hands-on SQL skills for data extraction, validation, analysis, joins, aggregations, and issue investigation.
Good understanding of investment products such as equities, fixed income, mutual funds, structured products, derivatives, or portfolio services.
Knowledge of trade lifecycle, client lifecycle, KYC/AML, settlements, reconciliation, risk, compliance, and reporting processes.
Experience working with Agile/Scrum teams and tools such as Jira, Confluence, Visio, Excel, PowerPoint, or similar platforms.
Ability to write clear business requirements, functional specifications, user stories, acceptance criteria, and test cases.
Strong analytical, problem-solving, stakeholder management, and communication skills.

Investment Banking Analyst

Business Analyst (Investment banking)