Business Analyst - Wealth Management

Tanqeeb; Dubai; On-site; AED 360,000 - 720,000; Full time

Job summary

Tanqeeb seeks a seasoned Business Analyst to gather and document wealth management requirements, translate them into functional specs, and drive solution design. You will lead workshops with stakeholders, perform gap analyses, and map requirements to system specifications, including regulatory considerations such as MiFID II, KYC, and AML.

The ideal candidate has 5+ years in wealth management or investment banking, proficient in Jira, Confluence, and Visio, and capable of collaborating across

Qualifications

• Bachelor's degree in Finance, Economics, Computer Science or related field.
• Minimum 5 years of experience as a Business Analyst in Wealth Management or Investment Banking.
• Experience with financial instruments, portfolio management, trading lifecycles, and regulatory compliance (MiFID II, KYC, AML).

Responsibilities

• Gather, analyze, and document business requirements from Wealth Management stakeholders.
• Prepare BRDs, FSDs, Process Flows, Use Cases, and Functional Specifications.
• Conduct requirement workshops and stakeholder discussions.
• Translate business requirements into functional and system requirements.
• Perform gap analysis and recommend optimal solutions.
• Knowledge in LTV calculations, Margin utilization, Margin call processes, Collateral management, Pledged securities management and Risk monitoring and exposure calculations.

Skills

Requirements gathering

Solution design

Risk management

Education

Bachelor's degree in Finance, Economics, CS or related field

Tools

Jira

Confluence

Visio

Job description

• Gather, analyze, and document business requirements from Wealth Management stakeholders.
• Prepare BRDs, FSDs, Process Flows, Use Cases, and Functional Specifications.
• Conduct requirement workshops and stakeholder discussions.
• Translate business requirements into functional and system requirements.
• Perform gap analysis and recommend optimal solutions.
• Knowledge in LTV calculations,Margin utilization,Margin call processes,Collateral management,Pledged securities management and Risk monitoring and exposure calculations

Nice to Have:

Good Knowledge in Finacle Wealth Management Systemand Lending Module.

Desired Candidate Profile

• Bachelor's degree in Finance, Economics, Computer Science, or a related field.
• Minimum of 5 years of experience as a Business Analyst specifically within the Wealth Management or Investment Banking sector.
• Proven experience with financial instruments, portfolio management, trading lifecycles, and regulatory compliance (e.g., MiFID II, KYC, AML).
• Proficiency in business analysis tools (e.g., Jira, Confluence, Visio) and methodologies (e.g., Agile, Waterfall).

Skillsrequirements gatheringsolution designrisk management