Senior Business Analyst - Advisory and Proposition (Aladdin Wealth)

Luxoft; Schweiz; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Zusammenfassung

Luxoft is seeking an experienced Business Analyst to lead the Aladdin Wealth implementation for our Client. You will work with product and proposition owners, advisors, portfolio managers and Compliance to translate business needs into clear requirements and acceptance criteria.

Bring hands-on Aladdin Wealth implementation experience, define advisory journeys, proposal management, and suitability requirements, and collaborate with the Technical Analyst to ensure successful delivery.

Qualifikationen

• 5+ years in business analysis or a comparable product/proposition role in wealth management.

Aufgaben

• Own and translate business needs into clear requirements, rules and acceptance criteria for Aladdin Wealth implementation.
• Elicit and document requirements for advisory journeys, proposal management and portfolio suitability.
• Define business roles, handoffs, approvals and service expectations with owners.
• Map end-to-end advisory journeys: onboarding, profiling, proposal, approval, execution handoff, monitoring and review.
• Document proposal lifecycle: content, versioning, approval, status changes, audit trail and feasibility checks.
• Elicit requirements for model portfolios, house views, recommendations and rebalancing from investment/product owners.
• Document restricted-product rules, advisor overrides and rationale that must be captured.
• Define household and relationship hierarchies, data aggregation and held-away assets; specify validation and audit needs.
• Represent business in governance forums; record decisions and owners.
• Produce business requirements, flows, rules and acceptance criteria for delivery teams.
• Plan and run UAT with advisors; manage functional triage and sign-off.
• Support advisor readiness through training and post-go-live support.

Kenntnisse

Aladdin Wealth

Business analysis

Stakeholder management

UAT planning

Requirements elicitation

Jira

Confluence

Visio

Lucidchart

Excel

Tools

Jira

Confluence

Visio

Lucidchart

Excel

Jobbeschreibung

Own the business analysis for our Client's Aladdin Wealth implementation. Work with product and proposition owners, advisors, portfolio managers and Compliance to define what the business needs from the platform and why - across advisory journeys, proposal management, portfolio construction, suitability and portfolio monitoring.

Translate business needs into clear requirements, business rules and acceptance criteria. Partner with the Technical Analyst, who translates these into data, interface and system design for delivery.

This is role is requiring someone productive from the outset, with hands-on Aladdin Wealth implementation experience.

Responsibilities:

PROPOSITION AND ADVISORY JOURNEY

• Elicit and document business needs for advisory and discretionary offerings on Aladdin Wealth.
• Map and assess end-to-end advisory journeys: client onboarding, discovery and profiling, proposal, approval, execution handoff, monitoring and review.
• Define business roles, handoffs, approval authorities and service expectations with the relevant owners.
• Compare current processes with the intended Aladdin Wealth operating model; recommend process changes where appropriate and document genuine product or implementation gaps.

PROPOSAL MANAGEMENT

• Document and validate the required proposal lifecycle, including creation, versioning, comparison, approval, status changes, documents and audit trail, subject to the functionality in scope and available in the client setup.
• Specify required proposal content: holdings, allocation, costs and charges, rationale and advisor commentary.
• Elicit business rules for proposal expiry, revision or re-issue, rejection and partial acceptance; confirm feasibility and audit implications with product owners, Compliance and the Technical Analyst.

PORTFOLIO, RECOMMENDATION AND SUITABILITY REQUIREMENTS

• Elicit and document requirements for model portfolios, house views, recommendations and rebalancing from the authorized investment and product owners; do not substitute for their investment decision-making.
• Document restricted-product rules, advisor overrides and the rationale or evidence that must be captured.
• Define business requirements for client profiling, suitability, portfolio risk alignment, drift and out-of-tolerance thresholds with the authorized business, investment and Compliance owners.
• Specify desired monitoring and alerting: trigger, recipient, required advisor action and evidence of resolution.
• Define business requirements for household and relationship hierarchies, aggregation and held-away or out-of-scope assets.

REGULATORY AND CONTROL

• Work with Compliance and Risk to document requirements for suitability, appropriateness, cost and charges disclosure, mandate monitoring and applicable local regulation.
• Define evidence and audit requirements for advice and confirm with Compliance how they should be met in the target process.
• Represent the business in control and governance forums; record decisions and owners.

REQUIREMENTS, VALIDATION AND ADOPTION

• Produce business requirements, process flows, business rules, user stories and acceptance criteria that delivery teams can build and test against.
• Prioritize requirements with product owners and document scope trade-offs.
• Specify what information the business needs to see and how it will be used; hand data definitions, mappings and interface requirements to the Technical Analyst.
• Validate delivered workflows and business-visible data against approved requirements; raise discrepancies for investigation rather than making unverified technical assumptions.
• Plan and run business UAT with advisors; own functional triage and business sign-off.
• Support advisor readiness through training, super-user materials, communications, feedback sessions and post-go-live support.

Mandatory Skills Description:

• 5+ years in business analysis or a comparable product/proposition role in wealth management, private banking or asset management.
• Proven hands-on Aladdin Wealth implementation experience at scale from the business side. Direct experience is the primary selection criterion.
• Practical experience with advisory workflows and proposal management in an Aladdin Wealth implementation.
• Experience eliciting requirements from product, proposition, advisor or portfolio-management stakeholders and translating them into business rules and testable acceptance criteria.
• Strong grounding in advisory and discretionary wealth propositions, portfolio construction, asset allocation, model portfolios and suitability.
• Able to work with investment and Compliance owners without taking ownership of their regulated or investment decisions.
• Experience with business process mapping, UAT, functional defect triage and stakeholder sign-off.
• Credible with advisors, product owners, portfolio managers and Compliance; able to explain and challenge requirements constructively.
• Jira, Confluence, Visio or Lucidchart; Excel. SQL is an advantage for independently checking business data.

Nice-to-Have Skills Description:

• Familiarity with risk information and portfolio insights presented in the candidate's Aladdin Wealth environment, and ability to explain them in business terms. This does not imply a requirement to configure or own a separate Aladdin Risk product.

Languages:

Locations: Switzerland, the United Kingdom, India.