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Compensation

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Role Overview We are seeking a Technical Business Analyst with strong experience in Wealth Management to bridge the gap between business needs and technology solutions. The ideal candidate will have a deep understanding of financial products, investment platforms, and regulatory requirements, combined with technical proficiency in system analysis and integration. Key Responsibilities Gather, analyze, and document business requirements for Wealth Management systems and processes. Collaborate with stakeholders, product owners, and development teams to translate business needs into technical specifications. Perform gap analysis and propose solutions to enhance system functionality and user experience. Support system design, data mapping, and integration between Wealth Management platforms and other enterprise systems. Conduct functional testing, UAT coordination, and ensure quality delivery of technology solutions. Prepare detailed documentation including BRDs, functional specifications, and process flows. Act as a subject matter expert for Wealth Management products such as portfolio management, advisory services, and investment platforms. Ensure compliance with regulatory standards and internal policies. Total 10+ years of experience 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management. Strong understanding of Wealth Management products: mutual funds, equities, bonds, retirement planning, and advisory services. Technical proficiency in SQL, data analysis, and system integration. Experience with Wealth Management platforms (e.g., Temenos, Avaloq, FIS, or similar). Familiarity with Agile/Scrum methodologies. Excellent communication and stakeholder management skills. Knowledge of financial regulations (MiFID, FINRA, etc.). Experience with API integrations and data migration projects. Certification in Business Analysis (CBAP) or Agile (CSPO) is a plus.