Business Analyst for Banking Project

Expleo; Chennai; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Expleo is seeking an experienced Business Analyst for a Banking project in Chennai. The role involves gathering and documenting requirements, preparing BRDs/FSDs, and partnering with stakeholders across Wealth Management and Operations to define target solutions.

You will translate requirements into functional specs, support SIT/UAT, and contribute to automation initiatives within wealth platforms. A CBAP/PMI-PBA/CCBA level certification is preferred.

Qualifications

• Experience gathering, analyzing, and documenting business requirements.
• Proficient in BRD, FSD, user stories, and gap analysis.
• Knowledge of Wealth Management and investment product lifecycles.
• Experience with SIT, UAT, production rollout support.
• Strong data analysis and SQL/reporting skills.
• Familiarity with Agile, Scrum, and Waterfall delivery.

Responsibilities

• Gather, analyze, and document business requirements from stakeholders in Wealth Management, Investment Advisory, Operations, Compliance, and Technology.
• Prepare BRDs, FSDs, user stories, process flows, use cases, and gap analyses.
• Conduct workshops and discussions for wealth management initiatives and platform enhancements.
• Collaborate with Relationship Managers, Investment Advisors, Operations, Compliance, Risk, Product, and Technology teams.
• Translate requirements into detailed functional specifications for development teams.
• Support solution design, SIT, UAT, production deployment, and post-implementation reviews.
• Perform impact assessments for new investment products and regulatory changes.
• Coordinate with external vendors, data providers, custodians, and partners for delivery.
• Assist with production issue analysis and post-go-live stabilization.
• Drive automation and digitization across Wealth Management platforms.

Skills

Requirement gathering

BRD & FSD prep

Wealth Management process design

Investment product lifecycle

Portfolio Management onboarding

SIT & UAT support

API & integration analysis

Data analysis & SQL

Agile/Scrum/Waterfall

Education

Bachelor’s degree

Business Analysis cert

Job description

Overview

Business Analyst for Banking Project

We are looking to hire an experienced Business Analyst, and the Job Description is provided below. As this is an urgent requirement, we are seeking candidates who can join at the earliest and support the project with minimal lead time.

Responsibilities

• Gather, analyze, and document business requirements from Wealth Management, Investment Advisory, Operations, Compliance, and Technology stakeholders.
• Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), user stories, process flows, use cases, and gap analysis reports.
• Conduct workshops, requirement-gathering sessions, and stakeholder discussions for wealth management initiatives and platform enhancements.
• Work closely with Relationship Managers, Investment Advisors, Operations, Compliance, Risk, Product Teams, and Technology teams to define business requirements and target solutions.
• Translate business requirements into detailed functional specifications for development and implementation teams.
• Support solution design, system integration, SIT, UAT, production deployment, and post-implementation reviews.
• Perform impact assessments for new investment products, regulatory changes, digital wealth initiatives, and process improvements.
• Coordinate with external vendors, market data providers, custodians, and technology partners to ensure successful delivery.
• Support production issue analysis, defect resolution, and post-go-live stabilization activities.
• Drive automation and digitization initiatives within Wealth Management and Investment platforms.

Ensure solutions comply with regulatory, compliance, and risk management requirements

Qualifications

• Bachelor’s degree in business, Finance, Banking, Information Technology, or a related discipline.
• Business Analysis certification (CBAP, PMI-PBA, CCBA, or equivalent) preferred.

Essential skills

• Requirement gathering and business process analysis.
• BRD, FSD, and user story preparation.
• Wealth Management business process mapping and workflow design.
• Investment product lifecycle knowledge (Mutual Funds, Equities, Bonds, Structured Products, ETFs, Managed Portfolios, Sukuk, etc.).
• Portfolio Management and Customer Onboarding processes.
• SIT, UAT, and production rollout support.
• API, integration, and interface analysis.
• Data analysis, SQL, and reporting capabilities.
• Agile, Scrum, and Waterfall delivery methodologies.