WAM-BA Manager

Jobtailor

Mumbai

On-site

INR 2,500,000 - 4,500,000

Full time

8 days ago

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Qualifications

8 to 12 years working as a business analyst in the financial industry.
Good knowledge of Capital Markets, Financial Market Asset Classes, Products, and Trade Life Cycle.
Sectorial experience in financial services / capital markets.
Domain knowledge across front office, middle office, and back office for buy‑side and/or sell‑side businesses.
Knowledge of portfolio management, trade execution, data control and operations, and portfolio administration.
High‑level understanding of data models and application/business architecture.
Experience understanding and streamlining client requirements.
Ability to relate high‑level business requirements to package capabilities.
Ability to define and validate customization needs.
Ability to define and validate integration and data requirements.
Good exposure to Aladdin from BlackRock, Charles River, or an equivalent platform.
Understanding of data analytics or data visualization concepts.
Knowledge of version control tools such as Git.
Exposure to Azure/AWS is a plus.

Responsibilities

Work as an individual contributor or lead in one or more Wealth and Asset Management projects.
Manage a team of junior business analysts as required by the project.
Understand requirements and create detailed stories with acceptance criteria.
Interface and communicate with onsite coordinators.
Complete assigned tasks on time and provide regular status reports to the lead, Manager, and onsite coordinators.
Interface with customer representatives as needed.
Work with data to provide requirements and vice versa.
Travel to customer locations as needed.
Build a quality culture.
Manage performance management for direct reports according to organizational policies.
Foster teamwork and lead by example.
Train and mentor project resources.
Participate in organization-wide people initiatives.
Review client processes and workflows and recommend improvements to maximize package benefits.
Define and validate package customizations, integrations, and data requirements.

Skills

Business Analysis

Data Analytics

Client-Facing

Leadership

Team Management

Mentoring

Requirement Gathering

Stakeholder Communication

Capital Markets

Data Modeling

Education

MBA

MCA

B.Tech

Tools

Oracle

MS SQL

DB2

Aladdin

Charles River

Git

Azure

AWS

Job description

Work as an individual contributor or lead in one or more Wealth and Asset Management projects
Manage a team of junior business analysts as required by the project
Understand requirements and create detailed stories with acceptance criteria
Interface and communicate with onsite coordinators
Complete assigned tasks on time and provide regular status reports to the lead, Manager, and onsite coordinators
Interface with customer representatives as needed
Work with data to provide requirements and vice versa
Travel to customer locations as needed
Build a quality culture
Manage performance management for direct reports according to organizational policies
Foster teamwork and lead by example
Train and mentor project resources
Participate in organization-wide people initiatives
Review client processes and workflows and recommend improvements to maximize package benefits
Define and validate package customizations, integrations, and data requirements

Requirements

8 to 12 years working as a business analyst in the financial industry
Good knowledge of Capital Markets, Financial Market Asset Classes, Products, and Trade Life Cycle
Sectorial experience in financial services / capital markets
Domain knowledge across front office, middle office, and back office for buy‑side and/or sell‑side businesses
Knowledge of portfolio management, trade execution, data control and operations, and portfolio administration
High‑level understanding of data models and application/business architecture
Experience understanding and streamlining client requirements
Ability to relate high‑level business requirements to package capabilities
Ability to define and validate customization needs
Ability to define and validate integration and data requirements
Experience with Oracle, MS SQL, and/or DB2 databases
Good data analytics skills
In‑depth knowledge of CFA concepts, including portfolio management, wealth planning, fixed income, equity, alternative investment, and derivatives
Good leadership skills
Excellent client‑facing skills
MBA, MCA, BE, B.Tech, or equivalent with 8+ years of experience
Prior client‑facing experience
Techno‑functional knowledge of core wealth / asset management
Good exposure to Aladdin from BlackRock, Charles River, or an equivalent platform
Understanding of data analytics or data visualization concepts
Knowledge of version control tools such as Git
Exposure to Azure/AWS is a plus

Core Competencies

Demonstrates extensive experience as a Business Analyst in the financial industry, with strong capabilities in Capital Markets, Financial Market Asset Classes, and Trade Life Cycle. Proven ability to manage teams, streamline client requirements, and validate data integration and customization needs.

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