Business Analyst - Wealth Management

Responsibilities

• Gather, analyze, and document business and functional requirements for Wealth Management applications.
• Perform technical and functional analysis to support business initiatives and system enhancements.
• Utilize AI-powered tools and intelligent agents to analyze code, automate tasks, and improve productivity.
• Support Agentic AI initiatives, including intelligent task execution and document processing.
• Create and maintain business requirements, functional specifications, process documentation, and user guides.
• Coordinate and support User Acceptance Testing (UAT), including test planning, execution, defect tracking, and validation.
• Collaborate with business stakeholders, development teams, QA, and project managers to deliver solutions aligned with business objectives.
• Support enhancements and integrations across enterprise platforms, including CRM, workflow automation, and collaboration tools.
• Analyze business processes and recommend improvements to optimize efficiency and user experience.
• Facilitate communication between business and technical teams throughout the project lifecycle.

Required Qualifications

• 8–10 years of Business Analysis experience within Wealth Management or Capital Markets.
• Strong knowledge of Wealth Management business processes and financial services operations.
• Experience performing business, technical, and functional analysis.
• Hands-on experience using AI-powered tools or intelligent agents for code analysis, documentation, or productivity improvements.
• Experience with Intelligent Document Processing (IDP) solutions.
• Experience coordinating and supporting User Acceptance Testing (UAT).
• Strong documentation, communication, and stakeholder management skills.
• Excellent analytical, problem-solving, and organizational abilities.

Preferred Qualifications

• Experience with Agentic AI or AI-assisted workflow automation.
• Knowledge of Salesforce or CRM platforms.
• Experience with workflow automation, alerts, and business process optimization.
• Familiarity with enterprise collaboration and knowledge-sharing platforms.
• Exposure to digital transformation initiatives within financial services.

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