In this role, we are seeking an experienced Senior Business Analyst with deep expertise in the fintech sector and a specialized focus on wealth management applications. You will act as the critical bridge between our business stakeholders, product managers, and engineering teams. You will translate complex financial concepts and wealth management workflows into clear, actionable technical requirements to build scalable, modern, and user-centric wealth management platforms.
The Core Responsibilities For The Job Include The Following
Strategic Alignment and Requirements Gathering:
- Partner with product managers, wealth advisors, and business stakeholders to understand the strategic vision for our wealth management applications.
- Lead workshops and discovery sessions to elicit, document, and analyze complex business requirements related to portfolio management, trading, robo-advisory, and client reporting.
- Translate high-level business needs into detailed, development-ready artifacts, including user stories, use cases, acceptance criteria, and process flow diagrams.
Fintech And Wealth Management Subject Matter Expertise
- Apply deep domain knowledge of wealth management lifecycles, including client onboarding (KYC/AML), asset allocation, portfolio rebalancing, performance reporting, and fee billing.
- Advise technical teams on financial instruments (equities, fixed income, derivatives, mutual funds/ETFs) and regulatory compliance requirements.
- Stay abreast of fintech trends, competitor products, and emerging technologies (e. g., AI in advisory, open banking APIs) to recommend product enhancements.
Development Lifecycle And Execution (Agile)
- Manage and groom the product backlog, ensuring user stories are prioritized, clearly defined, and accurately estimated.
- Collaborate closely with UX/UI designers to ensure platform interfaces meet the specialized needs of financial advisors and end-investors.
- Act as the primary point of contact for the engineering and QA teams during development sprints, clarifying requirements and removing blockers.
Testing, Implementation, And Support
- Design and execute User Acceptance Testing (UAT) plans, ensuring the delivered software meets business needs and strict financial accuracy standards.
- Develop user manuals, release notes, and training materials for internal teams and end-users.
- Mentor junior business analysts and promote best practices in requirements engineering and agile delivery.
Requirements
- Experience: 5-8+ years of experience as a business analyst, product owner, or similar role within the financial services or fintech industry.
- Domain Knowledge: Proven experience working directly on wealth management, asset management, or investment advisory software applications.
- Technical Acumen: Strong understanding of API integrations, data flows, and modern software architecture. Ability to read and write basic SQL queries for data analysis.
- Methodology: Extensive experience working in an Agile/Scrum development environment with proficiency in tools like Jira, Confluence, or Rally.
- Analytical Skills: Exceptional ability to map complex financial workflows and identify edge cases in trading and portfolio management scenarios.
- Communication: Excellent verbal and written communication skills, with the ability to articulate technical concepts to non-technical stakeholders and vice versa.
Preferred Qualifications
- Certifications: Professional certifications such as CBAP or CSPO, or financial certifications like CFA (Chartered Financial Analyst) or NISM certifications.
- Platform Experience: Familiarity with industry-standard wealth tech platforms or market data providers (e. g., Bloomberg, Morningstar).
- Regulatory Knowledge: Understanding of data privacy and financial regulations (e. g., SEBI guidelines, GDPR, KYC/AML norms).
This job was posted by Dileep Teja from WebileApps.
