Senior Business Analyst for New York, NY - Wealth Management

Hi,

My name is Rohit Chauhan, and I am a Staffing Specialist at Novia Infotech LLC. I am reaching out to you on an exciting job opportunity with one of our clients.

 

Job Title: Senior Business Analyst – Wealth Management

Location: New York, NY

Position Overview

We are seeking an experienced Business Analyst with strong Wealth Management, Asset Management, and Capital Markets expertise to bridge business requirements and technology solutions across investment management platforms. The ideal candidate will possess deep domain knowledge in portfolio management, investment products, client onboarding, risk profiling, and wealth advisory services while working closely with business stakeholders, product teams, and technology organizations.

The candidate will play a critical role in analyzing business processes, gathering requirements, driving digital transformation initiatives, and supporting AI-driven solutions within the Wealth Management ecosystem.

Key Responsibilities

Business Analysis & Requirements Management

• Partner with portfolio managers, financial advisors, operations teams, compliance teams, and business stakeholders to gather requirements.
• Conduct stakeholder interviews, workshops, and discovery sessions.
• Elicit, analyze, document, and validate:
• Business Requirement Documents (BRDs)
• Functional Requirement Documents (FRDs)
• User Stories
• Acceptance Criteria
• Use Cases
• Process Flows
• Perform gap analysis and identify opportunities for process improvement.
• Facilitate requirements walkthroughs and obtain stakeholder sign-offs.

Wealth Management & Capital Markets Support

• Support business initiatives across:
• Wealth Management
• Private Banking
• Asset Management
• Investment Advisory
• Capital Markets
• Analyze and document business processes related to:
• Portfolio Management
• Asset Allocation
• Equities
• Fixed Income Securities
• Alternative Investments
• Investment Lifecycle Management
• Client Onboarding
• Risk Profiling & Suitability
• Performance Measurement
• Collaborate with front-office, middle-office, and back-office teams.

Functional Design & Solution Development

• Translate business requirements into detailed functional specifications.
• Define business rules, workflows, data mappings, and process models.
• Work closely with:
• Product Owners
• Solution Architects
• Development Teams
• QA Teams
• Data Analysts
• Support Agile and Waterfall delivery methodologies.
• Participate in sprint planning, backlog grooming, and UAT activities.

Data Analysis & Reporting

• Analyze financial and investment data related to:
• Client Portfolios
• Portfolio Performance
• Risk Analytics
• Investment Returns
• Alpha & Beta Analysis
• AUM Reporting
• Create dashboards, reports, and business insights using:
• Microsoft Excel
• Power BI
• Tableau
• Perform data validation and reconciliation activities.

Digital Transformation & AI Initiatives

• Support AI and data-driven initiatives within Wealth Management.
• Collaborate with business and technology teams to identify automation opportunities.
• Analyze AI-driven business use cases related to client servicing, portfolio analytics, and operational efficiency.
• Participate in digital transformation programs and platform modernization initiatives.

Required Skills

Wealth Management Domain

• Wealth Management
• Private Banking
• Asset Management
• Investment Advisory
• Portfolio Management
• Asset Allocation
• Equities
• Fixed Income
• Alternative Investments
• Investment Lifecycle
• Risk Profiling
• Suitability Analysis

Capital Markets

• Investment Banking
• Capital Markets
• Trading Workflows
• Order Management Systems (OMS)
• Portfolio Management Systems (PMS)

Business Analysis

• Requirements Gathering
• BRD / FRD Documentation
• User Stories
• Acceptance Criteria
• Gap Analysis
• Process Mapping
• Workflow Design
• Stakeholder Management
• UAT Support

Reporting & Analytics

• Microsoft Excel
• Power BI
• Tableau
• Data Analysis
• Financial Reporting
• Risk Analytics

CRM & Enterprise Platforms

• Salesforce
• Microsoft Dynamics CRM
• Wealth Management Platforms
• Portfolio Management Systems (PMS)
• Trading & Order Management Systems (OMS)

Methodologies

• Agile
• Scrum
• Waterfall

Preferred Qualifications

• Experience working with leading Wealth Management or Asset Management firms.
• Exposure to AI, Machine Learning, or Intelligent Automation initiatives.
• Knowledge of financial regulations and compliance requirements.
• Experience supporting digital transformation projects within financial services.
• Professional certifications such as CBAP, CFA, FRM, or Agile certifications are preferred.

 

 

Rohit Chauhan IT Recruiter E: rohit.c@noviainfotech.com www.noviainfotech.com A: 4421 Avenida Ln, McKinney, TX, 75070

 

 

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