Job Title/Role: Lead Business Analyst
Experience level: 10 Years
Mandatory skills:
The Business Analyst in the Investments domain will act as a key liaison between business stakeholders and technical teams ensuring that investment strategies financial models and operational workflows are effectively analyzed documented and optimized. The role involves gathering and analyzing business requirements identifying gaps recommending solutions and enabling the delivery of financial products and services that align with organizational objectives
Preferred/Desired skills:
Prior experience with BNY / Pershing platform
Detailed Job Description:
Collaborate with portfolio managers investment analysts and other stakeholders to understand business goals and challenges.
Elicit document and validate business requirements ensuring they align with the organizations investment strategy.
Define user stories workflows and acceptance criteria for new solutions or enhancements.
Work closely with development and IT teams to design and implement solutions including investment management systems and trading platforms.
Support the testing process by creating test plans test cases and coordinating UAT (User Acceptance Testing)
Analyze financial and investment data to support business decisions
Act as a bridge between technical teams and business units ensuring clear communication and alignment.
Deliver presentations and updates to senior management and stakeholders on project progress and key findings.
Candidate must have:
Valid visa with min 810 months validity
Must be good with 5 days onsite working as per customer expectation