(Senior) Business Analyst – Wealth Management & Advisory Platforms

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

Benefits offered by this job

Annual bonus

Cafeteria allowance

Multisport card

Laptop & smartphone

Well-being programs

Job summary

Capco is seeking a Senior Business Analyst to support a major global Private Banking transformation, introducing Aladdin Wealth as the strategic platform for Advisory and Portfolio Construction. You will harmonize Advisory journeys and investment services across regions, translating complex regulatory requirements into actionable platform specs.

In this role, you will design end-to-end Investment Advisory journeys, define requirements for Suitability/Profiling, and support implementation and

Qualifications

• Extensive experience in Business Analysis within Private Banking, Wealth Management or Investment Advisory environments.
• Ability to translate complex regulatory and business requirements into platform specs.
• Know-how in designing end-to-end advisory journeys and investment services workflows.

Responsibilities

• Design end-to-end Investment Advisory journeys from profiling to Portfolio Construction and Reporting.
• Define requirements for Suitability, Profiling, ESG and investment restrictions.
• Translate business requirements into BRDs, Use Cases, Business Rules and MVP Backlogs; support UAT and regional rollouts.

Skills

Business Analysis

Private Banking

Wealth Management

Investment Advisory

BRD & Use Cases

Job description

Shape the Future of Financial Services with Capco

AtCapco, we specialize in management consulting and software development, partnering with leading international banks and insurance companies across Western Europe. Our innovative approach and collaborative culture make us the ideal place for professionals looking to make an impact in financial services technology.

Want to learn more about our culture and people? Visit us: Capco Careers Slovakia

Why Join Us?

• Prestigious Clients & Exciting Projects – Work with top-tier banks on transformation projects that redefine financial services.
• Continuous Learning & Development – Access to technical and soft skills training, professional certifications, and full access to the Udemy online learning platform.
• Flexible Work Environment – we provide flexibility to work remotely from the home office within Czech Republic.
• Attractive Benefits Package:
• Paid sick days
• 25 vacation days (regardless of age)
• Monthly cafeteria allowance (1.285 CZK/month) or contribution to the 3rd pillar
• Fully paid meal vouchers
• Multisport card with employer contribution
• Smartphone with 1TB data + Laptop
• Well-being & Community Engagement – Join mental health webinars, running challenges, sports activities, or participate in our volunteering days.
• Competitive Compensation(adjusted based on experience) + annual bonus & benefits package.
• Long-term career – Indefinite period contract with opportunities for career growth.

The Role

We are looking for a (Senior) Business Analyst to support a major global Private Banking transformation aimed at redesigning the end-to-end Investment & Advisory landscape.

As part of the programme, Aladdin Wealth will be introduced as the strategic global platform for Advisory and Portfolio Construction. At the same time, the entire investment value chain will be transformed – from Client and Relationship Manager journeys, service models and profiling to Suitability, Portfolio Construction, Discretionary Portfolio Management, Execution, Reporting and Servicing.

You bring strong functional expertise in Private Banking, Wealth Management and Investment Advisory processes and will help translate complex business, investment and regulatory requirements into clear, actionable platform requirements. You will play a key role in harmonising Advisory journeys and Investment Services across regions, while also supporting the simplification and decommissioning of selected legacy platforms.

Your Responsibilities

Design end-to-end Investment Advisory journeys – from service model selection, Client Profiling and Suitability through to Portfolio Construction, investment proposals, Execution and Reporting.

Define requirements for Suitability & Profiling, including risk, Knowledge & Experience, ESG, Eligibility and investment restrictions.

Develop requirements for Portfolio Construction and Advisory, including Asset Allocation, investment models, risk considerations and client-specific restrictions.

Support DPM / Discretionary Portfolio Management capabilities, including portfolio setup, monitoring, rebalancing and lifecycle servicing.

Translate business requirements into BRDs, Use Cases, Business Rules, User Stories and MVP Backlogs, and support implementation, User Acceptance Testing (UAT) and regional rollouts.

Skills and Expertise

Extensive Business Analysis experience in Private Banking, Wealth Management, Investment Advisory or Investment Platform environments.

Strong understanding of end-to-end Investment Advisory journeys, including Client Profiling, Suitability and advisory processes.

Knowledge of Portfolio Construction, DPM / Portfolio Management and related investment processes.

Understanding of securities, investment products, Investment Services and Execution within a Wealth Management environment.

Experience in complex Wealth Management platform transformations, with the ability to translate business and regulatory requirements into actionable implementation requirements.

Your Hiring Journey

• Screening Call – Introductory chat with our recruiter
• Technical Interviews (1-2 rounds, depending on the project) – Discuss your skills with our experienced Capco colleagues
• Feedback & Offer – Receive an offer to join our team!

Why Capco? Because You Matter.

At Capco, we prioritize your career growth and well-being. You will have a personal coach to support your development and a flat hierarchy that encourages you to share and implement your ideas. Plus, our team events, sports activities, and networking opportunities help you stay connected and engaged beyond work.

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