Asset & Wealth Management BA

Infosys; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401(k) plan

Paid Time Off

Job summary

Infosys is seeking a professional to drive digital transformation for financial institutions. This role involves analyzing business processes and collaborating with technical teams to document system configurations. Candidates should have strong experience in data analytics, wealth management, and Agile methodologies. This position offers a unique opportunity to work with cutting-edge technologies in a pioneering team.

The successful candidate will also need to possess excellent communication skills and a proactive approach to product research and benchmarking studies.

Join Infosys to be part of our continuous journey towards innovation and transformation in the financial services sector.

Qualifications

• Experience with data analytics and data models.
• Familiarity with Agile methodologies.
• Experience in wealth management and asset management.

Responsibilities

• Analyze client business processes for optimization opportunities.
• Facilitate benchmarking studies and align solution performance.
• Document system customizations and workflows.

Skills

Data Analytics

Wealth Management

Agile Methodologies

Education

Bachelor’s degree or foreign equivalent

Job description

Overview

The Infosys Financial Services unit is a global leader in driving digital transformation for financial institutions. We specialize in leveraging advanced technologies such as AI, cloud, and data‑led innovation to help our clients accelerate growth and unlock business value. Our AI‑driven solutions empower financial institutions to make smarter decisions, enhance customer experiences, and achieve operational excellence. Join us to be part of a pioneering team that is at the forefront of financial services transformation. You'll have the opportunity to work with cutting‑edge AI technologies, collaborate with industry experts, and contribute to transformative projects across banking, wealth management, and insurance sectors. If you're passionate about AI and eager to make a significant impact, the Infosys Financial Services unit is the perfect place for you to grow and excel.

Responsibilities

• Analyze client business processes to identify optimization opportunities and align them with industry‑specific standards and best practices.
• Facilitate benchmarking studies, working with stakeholders to align solution performance with industry standards and domain‑specific insights.
• Collaborate with technical teams and document system customizations and configurations, drafting standard operating procedures and workflows that align with functional requirements of the relevant sector.
• Conduct in‑depth research on third‑party products within the domain, providing comparative analysis of features, costs, and scalability.
• Coordinate the implementation of solutions addressing issues during setup and integration, and support in developing and maintaining SOPs to ensure system stability and performance post‑implementation.

Your Contribution To The Team

• A collaborative spirit and excellent communication skills.
• Strong analytical and coordination skills with a focus on process optimization.
• A knack for creating detailed process maps and technical documentation with domain specialization.
• Proactive approach to conducting benchmarking studies and product research.
• Familiarity with system implementation, configuration, and maintenance.
• Effective collaboration and communication abilities with cross‑functional teams.

Required Skills and Experience

• Experience with Data Analytics and Data models.
• Experience in Wealth management and Asset Management.
• Experience within Agile methodologies.

Preferred Skills and Experience

• Experience in creating, prioritizing, and maintaining a clear business value‑driven backlog of features and user stories.
• Experience in retrieving data from backend applications.

Additional Required Qualifications

• Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• This position may require relocation and/or travel to work/project location.
• Candidates authorized to work for any employer in the United States without employer‑based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role now or in the future.

Benefits

• Medical/Dental/Vision/Life Insurance
• Long‑term/Short‑term Disability
• Health and Dependent Care Reimbursement Accounts
• Insurance (Accident, Critical Illness, Hospital Indemnity, Legal)
• 401(k) plan and contributions dependent on salary level
• Paid holidays plus Paid Time Off

About Us

Infosys is a global leader in next‑generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI‑powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always‑on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.

EEO

Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.