WAM-BA-Senior

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Senior Business Analyst / Data & AI Consultant Wealth & Asset Management

Senior Business Analyst / Data & AI Consultant 

Experience    

• 5-8 years

Role Focus    

• Hands-on BA execution, data analysis, requirements, SQL, APIs  

Primary Output          

• BRD, FRD, user stories, data mappings, test scenarios        

AI Focus             

• AI-assisted analysis and documentation

Stakeholder Level     

• Business users, product owners, technology, QA, data teams              

Summary

We are seeking a Senior Business Analyst to support data-led technology initiatives across Wealth & Asset Management and Capital Markets. The role will focus on requirements analysis, data mapping, SQL-based investigation, API understanding, documentation, testing support, and close collaboration with business and technology teams. The candidate will contribute to solutions involving consolidated order/trade data stores, multiple asset classes, system integrations, workflow design, and data-flow analysis.

Essential Duties and Responsibilities

• Gather, interpret, and document business, functional, technical, and data requirements from written inputs and stakeholder discussions.
• Analyze order, trade, portfolio, client, reference, market, and reporting data across multiple systems and business lines.
• Create BRDs, FRDs, FSD inputs, user stories, acceptance criteria, process flows, data mappings, and data dictionaries.
• Perform source-to-target data mapping, field-level analysis, data profiling, SQL investigation, data validation, and reconciliation checks.
• Work with technology teams to clarify database requirements, API expectations, JSON/XML payloads, integration points, and downstream data needs.
• Support development and QA teams by explaining requirements, resolving clarifications, reviewing test scenarios, and validating test coverage.
• Facilitate SIT/UAT support, defect analysis, issue tracking, remediation follow-up, and business sign-off coordination.
• Use Agile practices to support backlog refinement, sprint planning, sprint reviews, retrospectives, and workstream status updates.
• Use GenAI tools responsibly to accelerate requirements drafting, analysis summaries, test preparation, data investigation, and documentation quality.
• Translate technical concepts into business language and business requirements into technology-ready specifications.

Qualifications

• 5-8 years of relevant experience as a Business Analyst, Technical Business Analyst, Data Analyst, or Technology Consultant.
• Experience in Financial Services, with preference for Wealth Management, Asset Management, Capital Markets, trading systems, investment platforms, or reporting platforms.
• Good understanding of order/trade lifecycle and one or more asset classes such as equities, options, fixed income, mutual funds, ETFs, structured products, derivatives, or alternatives.
• Hands-on experience with data mapping, data analysis, data validation, reconciliation, data migration, and data-quality issue investigation.
• Strong SQL skills for querying, data checks, root-cause analysis, and reconciliation support.
• Understanding of REST APIs, web services, JSON/XML payloads, Postman, and system integration concepts.
• Experience creating BRDs, FRDs, user stories, functional requirements, technical requirements, and acceptance criteria.
• Working knowledge of SDLC, Agile, Scrum, Waterfall, Jira or similar ALM tools, and documentation tools such as Confluence.
• Practical AI-native mindset with ability to use tools such as Microsoft Copilot, ChatGPT, Azure AI, or similar platforms to improve productivity and quality.

Knowledge and Skills

• WAM and Capital Markets domain knowledge across front, middle, and back-office processes.
• Data mapping, data lineage, source-to-target analysis, data profiling, and data reconciliation.
• Advanced SQL querying and ability to investigate data issues independently.
• API and web-service understanding, including request/response structures and testing support through Postman or similar tools.
• Requirements documentation including BRD, FRD, FSD inputs, user stories, acceptance criteria, data dictionaries, mapping specifications, and process flows.
• Strong analytical, problem-solving, written communication, and stakeholder coordination skills.
• Ability to work on multiple project tasks or workstreams with guidance from project leads or managers.

Experience and Education

• Bachelor’s degree in Computer Science, Management Information Systems, Finance, Engineering, Business, or a related field, or equivalent work experience.
• 5-8 years of relevant experience in business analysis, data analysis, technology consulting, financial services transformation, or related roles.
• Certifications such as CBAP, Agile/Scrum, Microsoft Azure, Databricks, or AI-related certifications are advantageous but not mandatory.

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