Business Analyst

We are looking for a Business Analyst with strong experience in Wealth Management to bridge the gap between business stakeholders and technology teams. The ideal candidate will have a solid understanding of financial products, client reporting, and investment processes, along with strong analytical and communication skills. Key ResponsibilitiesGather, analyze, and document business requirements from stakeholders including Portfolio Managers, Financial Advisors, and Operations teamsTranslate business needs into functional and technical requirements (BRD, FRD, user stories)Work on wealth management platforms, client onboarding, and reporting systemsSupport portfolio management, performance reporting, and client analytics initiativesCollaborate with technology teams to ensure accurate implementation of requirementsPerform gap analysis, impact analysis, and process mappingParticipate in UAT (User Acceptance Testing) and ensure requirements are metSupport regulatory and compliance initiatives (SEC, FINRA, KYC/AML)Drive improvements in business processes and data qualityRequired Skills & Qualifications8-12+ years of experience as a Business AnalystStrong domain knowledge in:Wealth ManagementPrivate Banking / Asset ManagementUnderstanding of:Portfolio ManagementAsset AllocationEquities, Fixed Income, Mutual FundsExperience with requirement gathering and documentation (BRD, FRD, user stories)Strong SQL skills (for data analysis)Experience with tools like JIRA, Confluence, Excel