Wealth Management BA: Portfolio & Data Ops

VOLTO Consulting; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

VOLTO Consulting is looking for a Wealth Management Business Analyst in New York. The role focuses on bridging business needs and technology solutions within private banking and asset management.

Key responsibilities include collaborating with stakeholders, analyzing data, and preparing reports. Candidates should have over 10 years of experience in the wealth management domain and proficiency in tools like Excel, Power BI, and Tableau.

Must be available for office attendance 3 days a week and face-to-face interviews.

Qualifications

• 10+ years of experience in wealth management or related fields.
• Strong understanding of financial data analysis and reporting.
• Ability to gather and document business requirements.

Responsibilities

• Collaborate with stakeholders to gather and analyze business requirements.
• Support wealth management domain concepts like portfolio management and risk profiling.
• Analyze financial data and prepare reports using reporting tools.

Skills

Artificial Intelligence (AI)

Wealth Management

Finance and Accounting

Management of Clients

Capital Markets - Investment Banking

Tools

Excel

Power BI

Tableau

Salesforce

Microsoft Dynamics

Job description

Business Analyst Wealth Management Job Description

REQUIREMENT_CITY - New York-Need to come to office 3 Days Week & Face2Face Interview Required

Role Overview

A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that improve client portfolio management, regulatory compliance, and operational efficiency.

Key Responsibilities

• Requirement Gathering & Analysis
  
  

Collaborate with stakeholders (portfolio managers, financial advisors, operations teams)

Elicit, Analyze, And Document

Business requirements (BRDs)

Functional requirements (FRDs)

User stories and acceptance criteria

Conduct workshops, stakeholder interviews, and gap analysis

• Wealth Management Domain Support
  
  

Understand Core Concepts

Portfolio management

Asset allocation (Equities, Fixed Income, Alternatives)

Investment lifecycle

Risk profiling & suitability

Support Systems Like

Portfolio management systems (PMS)

CRM platforms (Salesforce, Microsoft Dynamics)

Trading and order management systems (OMS)

• Data Analysis & Reporting
  
  

Analyze Financial Data Related To

Client portfolios

Performance metrics (ROI, Alpha, Beta)

Risk analytics

Prepare Dashboards And Reports Using Tools Like

Excel, Power BI, Tableau

• Functional Design & Solutioning
  
  

Translate business requirements into system specifications

Work Closely With

Developers

QA teams

Product owners

Define workflows, business rules, and use cases

Skills: Digital : Artificial Intelligence(AI)~BFS : Wealth Management~Finance and Accounting~EIS : Management of Clients (Direct Materials)~Capital Markets - Investment Banking

Experience Required: 10 & Above