SENIOR BUSINESS ANALYST - WEALTH MANAGEMENT (HYBRID OR REMOTE)

Jamefy; São Paulo; Hybrid; BRL 180,000 - 260,000; Full time

Job summary

Jamefy is seeking a Senior Business Analyst to drive requirements in Wealth Management projects. You will translate business needs into functional specs, partner with technology teams, and support process improvements in a hybrid/remote Brazil setting.

The role requires strong English, 6+ years in technology-driven BA work, and experience with Agile, SDLC, and UAT in financial services.

Qualifications

• Must gather and document business and functional requirements.
• Strong analytical and communication skills for global environments.
• Experience bridging business and technology teams in Agile settings.

Responsibilities

• Serve as the main interface between business stakeholders and tech teams.
• Lead requirements gathering, analysis, and refinement sessions.
• Document business/functional requirements, user stories, and acceptance criteria.
• Perform process analysis, impact assessments, and identify improvement opportunities.
• Support backlog management, prioritization, and refinement activities.
• Collaborate with development, QA, and product teams across the SDLC.
• Support UAT and validate delivered solutions.
• Contribute to strategic technology initiatives and process optimization.

Skills

Business Analysis

Stakeholder Management

Requirements Gathering

Analytical Thinking

Tools

Jira

Confluence

Azure DevOps

Job description

SENIOR BUSINESS ANALYST - WEALTH MANAGEMENT (HYBRID OR REMOTE)

Remoto

SENIOR BUSINESS ANALYST \- WEALTH MANAGEMENT (HYBRID OR REMOTE BRAZIL)

Company hires for hybrid or remote position

Location: Brazil — candidates from any region are welcome Only candidates already based in Brazil will be considered

Work Model: Hybrid for candidates living in state capitals and Remote for candidates living in countryside/cities outside the state capitals

Language Requirements: Professional English for communication in a global environment

Seniority: Senior (6\+ years)

Rate: Candidates should provide their salary expectations Instructions: Please send your CV in English and make sure to include all skills and experience that match the requirements of the opportunity. This will significantly increase your chances of success.

About the Opportunity

We are looking for an experienced Senior Business Analyst to support strategic technology initiatives in a Wealth Management environment.

The professional will act as a bridge between business stakeholders and technology teams, translating business needs into functional requirements, supporting solution delivery, and driving process improvements.

Responsibilities

• Act as the primary interface between business stakeholders and technology teams.
• Conduct requirements gathering, analysis, and refinement sessions.
• Document business and functional requirements, User Stories, and Acceptance Criteria.
• Perform process analysis, impact assessments, and identify opportunities for improvement.
• Support backlog management, prioritization, and refinement activities.
• Collaborate with development, testing, and product teams throughout the Software Development Life Cycle (SDLC).
• Support User Acceptance Testing (UAT) and validate implemented solutions.
• Contribute to strategic technology initiatives and continuous process optimization.

Requirements

• Strong professional experience as a Business Analyst in technology-driven initiatives.
• Proven experience gathering, analyzing, and documenting business and functional requirements.
• Hands-on experience creating User Stories and Acceptance Criteria.
• Strong Stakeholder Management skills and experience bridging business and technology teams.
• Solid understanding of Agile methodologies and the Software Development Life Cycle (SDLC).
• Experience with Business Process Analysis and impact assessments.
• Experience supporting User Acceptance Testing (UAT) and solution validation.
• Professional English communication skills for international environments.

Nice to Have

• Experience in Financial Services, Wealth Management, Asset Management, Capital Markets, Banking, or FinTech.
• Knowledge of Jira, Confluence, and/or Azure DevOps.
• Experience with Process Mapping, BPMN, or Gap Analysis.
• Knowledge of Data Analysis and SQL.
• Experience with Systems Integration and API Integration.
• Certifications related to Business Analysis or Product Ownership.

Ideal Candidate Profile

A Senior Business Analyst with strong experience in technology projects, business requirements analysis, and stakeholder management. The ideal candidate demonstrates excellent analytical and communication skills, experience working with Agile teams, and the ability to translate complex business needs into actionable technical requirements. Previous exposure to Wealth Management or Financial Services is highly valued.

5 Questions for Candidates

• How many years of professional experience do you have as a Business Analyst in technology projects?
• Have you worked in Wealth Management, Asset Management, Banking, Capital Markets, or other Financial Services environments?
• What is your experience with requirements gathering, User Stories, Acceptance Criteria, and Stakeholder Management?
• Have you worked with Agile methodologies, UAT, Process Mapping, Jira, Confluence, or Azure DevOps?
• What are your current salary, salary expectations, and availability to work in a hybrid or remote model in Brazil?

Keywords

Senior Business Analyst, Business Analysis, Wealth Management, Financial Services, Asset Management, Capital Markets, Banking, FinTech, Requirements Gathering, Functional Requirements, Business Requirements, User Stories, Acceptance Criteria, Stakeholder Management, Agile, Scrum, SDLC, Process Analysis, Process Mapping, BPMN, Gap Analysis, UAT, Backlog Management, Jira, Confluence, Azure DevOps, SQL, Data Analysis, Systems Integration, API Integration, Product Ownership