Job purpose:

• Business Analyst professionals with expertise and prior work experience on one or more asset classes such as fixed income, equity, derivatives etc
• Mandatory experience on working across front office application
• Technical experience of working on data, understand relational data models, SQL queries
• Exposure working with Wealth and Asset Management firms and complete understanding of the Buy side business

Your client responsibilities:

• Need to work as an individual contributor / lead in one or more WAM projects
• As per project requirements, willing to manage a team of junior business analysts
• Understanding requirements and creating detailed stories along with acceptance criteria
• Interface and communicate with the onsite coordinators
• Completion of assigned tasks on time and regular status reporting to the lead
• Regular status reporting to the Manager and onsite coordinators
• Interface with the customer representatives as and when needed
• Interface with data to provide requirements & vice versa
• Should be ready to travel to customers locations on need basis

Your people responsibilities

• Building a quality culture
• Manage the performance management for the direct reportees, as per the organization policies
• Foster teamwork and lead by example
• Training and mentoring of project resources
• Participating in the organization-wide people initiatives

Mandatory skills:

• Sectorial experience in financial services / capital markets, with domain knowledge on different asset classes across front office, middle office and back office for either or both “buy” and “sell” side of business
• Good knowledge on portfolio management, trade execution, data control and operations and portfolio administration
• Should Posses high-level understanding of data model and application/business architecture around the package
• Good experience understanding client requirements and streamline them appropriately to the team.
• Understand high-level business requirements and relate them to appropriate package capabilities
• Define and validate customisation needs for package as per client requirements
• Define and validate integration / data requirements for package as per client requirements
• Experience in any or more of Oracle, MS SQL,DB2 databases. Good data analytics skills
• Review client processes and workflows and make recommendations to the client to maximise benefits from package.
• Show in-depth knowledge on CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives etc
• Good Leadership skills
• Excellent client-facing skills
• MBA/MCA/ BE / B.Tech/ equivalent with 8+ years

Preferred skills:

• Prior Client facing experience
• Techno functional knowledge of Core Wealth / Asset management with good exposure to Aladdin platform from BlackRock OR Charles River or any other equivalent platform