Functional Business Analyst

Protiviti India; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Protiviti India is seeking a Business Analyst to drive requirements in digital wealth management initiatives. You will gather and document business needs, create process maps and user stories, and work with Product Owners and Tech teams through the delivery lifecycle.

The role emphasizes stakeholder engagement, agile ceremonies, and supporting business cases with benefits tracking and change impact assessments.

Qualifications

• Experience in digital environments and transformation initiatives.
• Expertise in Agile methodologies and SAFe with PI Planning experience.
• Strong business analysis capabilities: requirements gathering, process mapping, gap analysis, and user story creation.
• Excellent stakeholder management and communication skills.
• Domain knowledge in Private Banking, Wealth Management, or Wealth Advisory.

Responsibilities

• Gather, analyze, document, and manage business requirements.
• Conduct stakeholder workshops and requirement elicitation sessions.
• Create process maps, user stories, business requirements documents, and functional specifications.
• Support digital transformation initiatives across wealth management and advisory services.
• Participate in Agile ceremonies including PI Planning, Sprint Planning, Backlog Grooming, and Reviews.
• Collaborate with Product Owners, Technology Teams, Architects, and QA throughout delivery.
• Perform gap analysis and recommend business process improvements.
• Support business case development, benefits tracking, and change impact assessments.

Skills

Agile methodologies

SAFe frameworks

PI Planning

Requirements gathering

Process mapping

Gap analysis

User story creation

Stakeholder management

Cross-functional collaboration

Private Banking domain

Wealth management domain

Wealth advisory domain

Tools

CRM systems

RM Workbenches

Advisory platforms

Job description

Role & responsibilities

Preferred candidate profile

Key Responsibilities

• Gather, analyze, document, and manage business requirements.
• Conduct stakeholder workshops and requirement elicitation sessions.
• Create process maps, user stories, business requirements documents, and functional specifications.
• Support digital transformation initiatives across wealth management and advisory services.
• Participate in Agile ceremonies including PI Planning, Sprint Planning, Backlog Grooming, and Reviews.
• Work closely with Product Owners, Technology Teams, Architects, and QA teams throughout the delivery lifecycle.
• Perform gap analysis and recommend business process improvements.
• Support business case development, benefits tracking, and change impact assessments.

Essential Requirements

• Proven experience working in digital environments and transformation initiatives.
• Strong expertise in Agile methodologies, SAFe frameworks, and Program Increment (PI) Planning.
• Excellent Business Analysis skills including:
• Requirements Gathering
• Process Mapping
• Gap Analysis
• User Story Creation
• Stakeholder Management
• Strong domain expertise in Private Banking, Wealth Management, or Wealth Advisory.
• Experience working with cross-functional business and technology teams.
• Excellent communication and stakeholder engagement skills.

Preferred Requirements

• Knowledge of advisory platforms, CRM systems, RM Workbenches, and digital wealth journeys.
• Understanding of:
• Client Segmentation
• Wealth Advisory Processes
• Proposition Economics
• Business Case Development
• Relationship Manager Journeys
• Experience supporting wealth onboarding, portfolio advisory, investment servicing, and digital client experience initiatives.