Job Summary:

- Advanced business knowledge with Wealth Management, Mutual Funds, and / or Transfer Agency Systems & Financial Products.

- Understand and analyze in-house systems and product suite

- Identify and document clear and concise business requirements

- Ability to employ appropriate elicitation techniques during requirement gathering phases to drive business requirements into functional solutions that meet client and internal needs

- Strong presentation and communication skills; the ability to translate requirement details in non-technical, business-savvy terms

- Experience to handle multiple concurrent projects, deliverables

- Strong interpersonal skills with the ability to effectively build working relationships and rapport for collaboration and conflict-resolution purposes

Key Responsibilities:

- As a Business Analyst, you will be expected to deliver value by successfully combining solid Requirement Gathering Techniques with financial services knowledge and demonstrating a clear understanding of business concepts, business processes modeling, business process management for Private Wealth Management Function.

- You will also assist in the end-to-end process re-engineering / improvement activities that will achieve a measurable change to the organization.

- Understand and analyze in-house systems and product suite. Identify and document clear and concise business requirements

- Project Management, test case creation, conducting UAT & maintaining Bug List etc. Creation of user manual, conducting trainings etc.

Key Work Relationships:

Internal: Product Team, Operations team, CEO, Sales Head, IT

External: Clients

Person Specifications:

Experience:

- Overall financial services industry knowledge with specific functional expertise ideal.

- 3-4 years of experience in Financial Services/ Wealth Management setup.

- Excellent interpersonal skills to liaise and build rapport with senior management and internal/ external stakeholders on a wide variety of issues which may be highly sensitive or controversial in nature.

- Strong written communication skills.

- Demonstrated knowledge of project management.

Other Skills:

- Proficient in financial/strategic analysis; ability to conduct complex analysis under tight timelines

- Proficiency in MS Office applications

- Strong analytical, organizational and interpersonal skills

- The ability to problem solve with minimal supervision

- Highly motivated, willing to work in both team and independent situations depending on current workload

- Strong verbal/written communication skills

- Highly organized and efficient at multi-tasking.

- Demonstrated knowledge of project management

- Strong oral communication skills to present/discuss/recommend research methodologies and approaches with all levels of management and staff

Educational specifications:

Minimum Qualification: Bachelor's Degree (Preferably B.E. / B. Tech. in IT or Computer Science) / MBA (finance) and strong academics

Preferred Qualification:

- 3-4 years of experience in Financial Services/ Wealth Management setup.

- Excellent interpersonal skills to liaise and build rapport with senior management and internal/ external stakeholders on a wide variety of items..

- Strong written communication skills.

- Demonstrated knowledge of project management.

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