Senior Business Systems Analyst – Wealth Management

Overview

We are seeking an experienced Senior Business Systems Analyst (BSA) with deep domain expertise in Wealth and Portfolio Management to support complex financial systems and digital transformation initiatives. This role will work closely with product owners, engineering, QA, and business stakeholders to deliver scalable, high-quality solutions across wealth management platforms.

Key Responsibilities

• Lead end-to-end business analysis activities , including requirements elicitation, functional specifications, and documentation
• Translate complex wealth management business processes into clear user stories, epics, and acceptance criteria
• Collaborate with engineering teams on microservices and API-based architectures
• Support Agile delivery teams , participating in sprint planning, backlog grooming, and reviews
• Partner with QA and business teams to support functional testing, UAT, and defect resolution
• Ensure solutions align with wealth management client structures, products, and regulatory requirements
• Act as a liaison between business, technology, and external partners to drive successful delivery
• Contribute to continuous improvement and optimization of portfolio management workflows

Required Qualifications

• 7+ years of Business Analysis experience , preferably within financial services or wealth management
• Deep understanding of wealth portfolio management processes and operational workflows
• Strong hands-on experience with Jira and Confluence for capturing epics, user stories, and requirements documentation
• Solid understanding of microservices and API-driven architectures
• Strong knowledge of the Software Development Life Cycle (SDLC) and Agile delivery methodologies
• Proven experience providing functional QA and UAT support for financial systems
• Excellent written and verbal communication skills , with the ability to engage both technical and non-technical stakeholders
• Results-oriented mindset with the ability to manage complex, multi-stream project delivery

Wealth Management Domain Expertise

• Strong knowledge of wealth management client structures and reporting models

• Working knowledge of wealth management investment products , including:

  • Equities
  • Fixed Income
  • Mutual Funds
  • REITs and alternative investments

• AI may be used to screen, assess or select applicants for the position*

• This posting is for an existing vacancy with the organization.*