business analyst in digital wealth management

HireHi; Berlin; Hybrid; EUR 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Training & certification opportunities

Onboarding with coach and buddy

Mind/health support programs

International development exposure

Inclusive application process

Zusammenfassung

Capco ищет квалифицированного бизнес-аналитика для работы над цифровыми проектами в сфере Wealth Management в Берлине. Вы будете анализировать и оптимизировать advisory, портфельные и инвестиционные процессы, переводить требования в BRD/User Stories и формировать концепции.

Требуется опыт с Aladdin Wealth или аналогами, знание Suitability и инвестиционного цикла, а также владение немецким и английским языками. Гибкий hybrid-режим работы и международная атмосфера предоставляются.

Qualifikationen

• Несколько лет опыта бизнес-аналитиком в сфере Wealth Management/Private Banking/Capital Markets.
• Глубокое понимание Investment Advisory, портфельного управления и цифровых платформ.
• Опыт работы с Aladdin Wealth или аналогичными системами.
• Умение переводить требования в функциональные и технические спецификации.
• Связки нем. и англ. языков; навыки коммуникации и управления стейкхолдерами.
• Желателен опыт в Digital Advisory, MiFID II, Agile и международных трансформационных проектах.

Aufgaben

• Анализ и оптимизация процессов advisory, портфеля и инвестиций end-to-end.
• Перевод бизнес-требований в BRD, User Stories и концепции.
• Разработка решений для Advisory Offering, Suitability, Portfolio Construction, Execution и Reporting.
• Определение требований к платформам advisory, Aladdin Wealth и инвестиционным процессам.
• Поддержка конфигурации платформ, проектирования интеграций, управления поставщиками и MVP.
• Сотрудничество с бизнесом, IT, архитектурой и операциями на этапах дизайна, тестирования и внедрения.

Kenntnisse

German

English

Tools

Aladdin Wealth

Jobbeschreibung

Описание

Capco works on digital transformation projects for financial institutions, focusing on digital wealth-management and advisory platforms, investment journeys, and portfolio-management solutions.

Задачи

• Analyze and optimize end-to-end advisory, portfolio, and investment processes;
• Translate business requirements into Business Requirements, BRDs, User Stories, and functional concepts;
• Design solutions for Advisory Offering & Pricing, Suitability, Portfolio Construction, Execution, and Reporting;
• Define business requirements for advisory platforms, Aladdin Wealth, investment platforms, and securities processes;
• Support platform configuration, integration design, vendor management, and MVP implementation;
• Collaborate with business, IT, architecture, and operations throughout design, implementation, testing, and rollout.

Требования

• Several years of experience as a Business Analyst in Wealth Management, Private Banking, or Capital Markets;
• Strong understanding of Investment Advisory, securities business, Portfolio Management, and digital wealth platforms;
• Experience with Aladdin Wealth or comparable advisory and investment platforms;
• Knowledge of Suitability, Portfolio Construction, Order Management, and the Investment Lifecycle;
• Experience translating business requirements into functional and technical specifications;
• Structured and analytical working style with strong communication and stakeholder‑management skills;
• Fluent German and English;
• Nice to have: Experience with Digital Advisory and Discretionary Portfolio Management (DPM), knowledge of regulatory requirements such as MiFID II, experience with agile delivery methods, experience in international transformation programs and collaboration with software vendors.

Условия

• Work on impactful projects for leading financial institutions;
• Collaborative, flat, and entrepreneurial company culture;
• Continuous training and certification opportunities;
• Comprehensive onboarding with a personal coach and buddy;
• Continuous feedback and further training, including internal training and Udemy Business;
• Regular health checks and Mental Health courses;
• Dynamic international environment with diverse development opportunities;
• Flexible work models and hybrid work depending on project assignment;
• Accessible and inclusive application process.