Description

Key Responsibilities

1. Requirement Gathering & Analysis

Collaborate with stakeholders (portfolio managers, financial advisors, operations teams) Elicit, analyze, and document:

Business requirements (BRDs)

Functional requirements (FRDs)

User stories and acceptance criteria

Conduct workshops, stakeholder interviews, and gap analysis 2. Wealth Management Domain Support

Understand core concepts:

Portfolio management

Asset allocation (Equities, Fixed Income, Alternatives) Investment lifecycle Risk profiling & suitability Support systems like:

Portfolio management systems (PMS)

CRM platforms (Salesforce, Microsoft Dynamics) Trading and order management systems (OMS) 3. Data Analysis & Reporting

Analyze financial data related to:

Client portfolios

Performance metrics (ROI, Alpha, Beta)

Risk analytics

Prepare dashboards and reports using tools like:

Excel, Power BI, Tableau

4. Functional Design & Solutioning

Translate business requirements into system specifications Work closely with:

Developers

QA teams

Product owners

Define workflows, business rules, and use cases

Key Skills

Education

Any Gradute