Sr WAM-BA Professional

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Senior Business Analyst / Data AI Consultant Wealth Asset Management

Senior Business Analyst / Data AI Consultant

Experience

• 5-8 years

Role Focus

• Hands-on BA execution, data analysis, requirements, SQL, APIs

Primary Output

• BRD, FRD, user stories, data mappings, test scenarios

AI Focus

• AI-assisted analysis and documentation

Stakeholder Level

• Business users, product owners, technology, QA, data teams

Summary

We are seeking a Senior Business Analyst to support data-led technology initiatives across Wealth Asset Management and Capital Markets. The role will focus on requirements analysis, data mapping, SQL-based investigation, API understanding, documentation, testing support, and close collaboration with business and technology teams. The candidate will contribute to solutions involving consolidated order/trade data stores, multiple asset classes, system integrations, workflow design, and data-flow analysis.

Essential Duties and Responsibilities

• Gather, interpret, and document business, functional, technical, and data requirements from written inputs and stakeholder discussions.
• Analyze order, trade, portfolio, client, reference, market, and reporting data across multiple systems and business lines.
• Create BRDs, FRDs, FSD inputs, user stories, acceptance criteria, process flows, data mappings, and data dictionaries.
• Perform source-to-target data mapping, field-level analysis, data profiling, SQL investigation, data validation, and reconciliation checks.
• Work with technology teams to clarify database requirements, API expectations, JSON/XML payloads, integration points, and downstream data needs.
• Support development and QA teams by explaining requirements, resolving clarifications, reviewing test scenarios, and validating test coverage.
• Facilitate SIT/UAT support, defect analysis, issue tracking, remediation follow-up, and business sign-off coordination.
• Use Agile practices to support backlog refinement, sprint planning, sprint reviews, retrospectives, and workstream status updates.
• Use GenAI tools responsibly to accelerate requirements drafting, analysis summaries, test preparation, data investigation, and documentation quality.
• Translate technical concepts into business language and business requirements into technology-ready specifications.

Qualifications

• 5-8 years of relevant experience as a Business Analyst, Technical Business Analyst, Data Analyst, or Technology Consultant.
• Experience in Financial Services, with preference for Wealth Management, Asset Management, Capital Markets, trading systems, investment platforms, or reporting platforms.
• Good understanding of order/trade lifecycle and one or more asset classes such as equities, options, fixed income, mutual funds, ETFs, structured products, derivatives, or alternatives.
• Hands-on experience with data mapping, data analysis, data validation, reconciliation, data migration, and data-quality issue investigation.
• Strong SQL skills for querying, data checks, root-cause analysis, and reconciliation support.
• Understanding of REST APIs, web services, JSON/XML payloads, Postman, and system integration concepts.
• Experience creating BRDs, FRDs, user stories, functional requirements, technical requirements, and acceptance criteria.
• Working knowledge of SDLC, Agile, Scrum, Waterfall, Jira or similar ALM tools, and documentation tools such as Confluence.
• Practical AI-native mindset with ability to use tools such as Microsoft Copilot, ChatGPT, Azure AI, or similar platforms to improve productivity and quality.

Knowledge and Skills

• WAM and Capital Markets domain knowledge across front, middle, and back-office processes.
• Data mapping, data lineage, source-to-target analysis, data profiling, and data reconciliation.
• Advanced SQL querying and ability to investigate data issues independently.
• API and web-service understanding, including request/response structures and testing support through Postman or similar tools.
• Requirements documentation including BRD, FRD, FSD inputs, user stories, acceptance criteria, data dictionaries, mapping specifications, and process flows.
• Strong analytical, problem-solving, written communication, and stakeholder coordination skills.
• Ability to work on multiple project tasks or workstreams with guidance from project leads or managers.

Experience and Education

• Bachelor s degree in Computer Science, Management Information Systems, Finance, Engineering, Business, or a related field, or equivalent work experience.
• 5-8 years of relevant experience in business analysis, data analysis, technology consulting, financial services transformation, or related roles.
• Certifications such as CBAP, Agile/Scrum, Microsoft Azure, Databricks, or AI-related certifications are advantageous but not mandatory.

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Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.