Business Analyst - Wealth Management-PBRP-Treasury Analytical Experience (must-have) • Excellent analytical skills; should be able to engage with change/business/OPS senior stakeholders from client’s org • Excellent documentation and presentation skills; should be able to create business process mapping document; functional solution documents and own the acceptance/signoff process from E2E. • Excellent team player; collaborate with other members in product analysis and management teams • Excellent communication skills; should have excellent hearing, speaking and articulation skills. • Understand the overall landscape of developing a next-generation post-trade processing and shared services. • Work with various groups (client, up streams, down streams, ontology, architecture...etc) to document the current state, perform gap analysis, and develop future state strategy using tools like JIRA. • Support end-to-end implementation lifecycle, including integration, data conversion, UAT, Go-Live, and production support. • Drive stakeholder coordination for impact assessment, defect resolution, and post-Go-Live stabilization. Product Mindset (added advantage) • Additional 2–5 years of relevant experience working on leading Treasury / Capital Markets platforms and solutions, including exposure to industry-standard systems and reporting frameworks. • Hands-on experience across core treasury functions such as liquidity management, risk, reporting, and financial data processing. • Ability to contribute to defining developing & discussing the product roadmap with varied vested-interest stakeholders Tooling (must-have) o Hands on experience on leading toolkit for a PO and Sr Business analysts like: - Atlassian Confluence, JIRA MS Copilot for Agentic AI (and likes), MS Office MS SQL (Basic), Power BI (Nice-to-have) KEY KPI’s- 1. Client-services engagements 2. Contribute in domain practice activities e.g. creating knowledge materials, participating in RFP discussions, creating POVs, case studies etc. 3. Identified as a deep domain evangelist Analytical Experience (must-have) • Excellent analytical skills; should be able to engage with change/business/OPS senior stakeholders from client’s org • Excellent documentation and presentation skills; should be able to create business process mapping document; functional solution documents and own the acceptance/signoff process from E2E. • Excellent team player; collaborate with other members in product analysis and management teams • Excellent communication skills; should have excellent hearing, speaking and articulation skills. • Understand the overall landscape of developing a next-generation post-trade processing and shared services. • Work with various groups (client, up streams, down streams, ontology, architecture...etc) to document the current state, perform gap analysis, and develop future state strategy using tools like JIRA. • Support end-to-end implementation lifecycle, including integration, data conversion, UAT, Go-Live, and production support. • Drive stakeholder coordination for impact assessment, defect resolution, and post-Go-Live stabilization. Analysis and Requirement Definition • Analyse requirements and clarify functional expectations with stakeholders. • Confirm scope, calculation logic, data inputs, output structure, and reporting assumptions. • Document business requirements and ensure alignment with regulatory and policy objectives. Logic Review and Documentation: • Review and assess existing methodologies and calculation approaches. • Identify transformation rules, aggregation logic, and classification frameworks. • Document functional logic in a clear and structured manner. Data Analysis and Mapping: • Identify and validate relevant source systems and data elements supporting report construction. • Confirm key fields, data relationships, and transformation requirements • Ensure traceability from source data to final report output. Testing and Reconciliation: • Support testing cycles and perform reconciliation between legacy and new reporting outputs. • Investigate and explain variances at appropriate levels of detail. • Support stakeholder validation and sign-off processes. Stakeholder Engagement: • Engage with multiple IT stakeholders throughout the development lifecycle. • Communicate logic, findings, and validation results clearly and effectively. • Support workshops, discussions, and review sessions as required Industry Experience(must-have) • The candidate should possess 6–12 years of experience within investment banking or capital markets organizations, with a strong focus on treasury domain functions. • Proven track record of working across end-to-end treasury lifecycle, including cash & liquidity management, funding, trading, and regulatory reporting • Hands-on experience in capital markets products, trade lifecycle, and treasury systems, enabling effective engagement with business and technology stakeholders
Other Details
- It is a Full Time Accountant job for candidates with 6 - 6+ years Experience.
More about this Business Analyst - Treasury and Wealth Management job
What qualifications and experience are required for this Business Analyst - Treasury and Wealth Management position?
Ans : Candidates should have All Education levels with 6-7 years of experience.
What is the salary and job type for this role?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Business Analyst - Treasury and Wealth Management job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Goraguntepalya, Bangalore.
How many vacancies are there for this Business Analyst - Treasury and Wealth Management job?
Ans : There is 1 vacancy for this Business Analyst - Treasury and Wealth Management role.
Is this job open for all genders?
Ans : Yes, this Business Analyst - Treasury and Wealth Management job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Business Analyst - Treasury and Wealth Management position is Goraguntepalya, Bangalore.
What makes this Business Analyst - Treasury and Wealth Management job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.