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Senior Business Analyst -Wealth Management Domain

10-12 Years
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Job Description

About Us:

At Tech Mahindra (Tech Mahindra | Connected World, Connected Experiences), we live the philosophy of connected world and connected experiences. We thrive on change that is powered by the intelligent symphony of technology and humans designing meaningful and sustainable experiences. Consumer experiences are driving and disrupting industries like never before. Businesses must build seamless yet simple enterprises that collaborate, synergize, and drive the change. Change that connects us all and empowers us to deliver experiences that span across the digital, the physical, the convergent, and everything in between. That's when truly connected experiences manifest.

Extraordinary is when experiences come together a continuous convergence of digital technologies, touchpoints, and most importantly people. It's time to reimagine, reinvent, and revolutionize business models & operations as well as to transform enterprises into living, breathing, and connected businesses. We are the Digital Change makers who strive to change the way the world, communities, businesses, and humans interact digitally. We are harnessing the power of change, brought in by technologies, that makes it the most exciting time to be alive in the human history. Our universe, as we build it, disrupt it, and redesign it, is powering the digital change.

Tech Mahindra represents the connected world, offering innovative and customer-centric information technology experiences, enabling Enterprises, Associates, and the Society to Rise. It has 150,000+ professionals working for 1000+ Global Customers (including Fortune 500 companies) in 90 Countries. We're part of the esteemed Mahindra group, headquartered in India. Under a new CEO, Tech Mahindra is committed to a transformative journey with Scale @ Speed as our guiding principle.

About the role:

Job Description Senior Business Analyst Singapore

Skillset

  • 10+ years of experience in Technology background as a Functional Business Analyst in the Wealth Management Domain.
  • Proven track record of expertise and hands-on experience specifically with Investment Portfolio Statements and Client Reporting.
  • In-depth knowledge of Banking Business Processes / Products in Wealth management domain
  • In-depth understanding of various financial instruments, asset classes, and investment strategies.
  • Knowledge of Core Banking platform like Avaloq or T24 and Margin Man would be an added advantage
  • Strong knowledge of performance measurement methodologies and attribution.
  • Familiarity with regulatory requirements impacting client reporting.
  • Experience with various portfolio accounting and reporting platforms.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Exceptional written and verbal communication skills, with the ability to articulate complex technical concepts to non-technical stakeholders and vice versa.
  • Excellent interpersonal, presentation and conflict resolution skills, with the ability to interface with all levels of management
  • Familiarity with APIs and integration patterns within financial systems.
  • Experience working in an Agile/Scrum development environment.
  • Ability to effectively prioritize , work independently and as part of a team in a fast-paced, dynamic environment.

Domain or platform knowledge / experience

  • Engage closely with Regional Emerging Markets Business stakeholders to understand current state processes, systems and pain points for implementing solutions to business problems
  • Conduct detailed analysis to explore alternative solutions based on business goals & benefits and guide business accordingly
  • Act as the subject matter expert for all aspects of investment portfolio statements, including but not limited to Data Aggregation & Reconciliation, Performance Reporting, Holdings & Transactions, Statement Presentation & Customization
  • Expertise in representing various asset classes (equities, fixed income, alternatives, derivatives), transaction types (buys, sells, dividends, interest, corporate actions), and cost basis methodologies.
  • Lead and facilitate workshops, interviews, and brainstorming sessions with internal and external stakeholders (e.g., Business Managers, Relationship Managers, Legal & Compliance Officers, Operations teams) to elicit, analyse, and document detailed business requirements.
  • Translate complex business needs into clear, concise, and actionable functional specifications, user stories, and acceptance criteria.
  • Conduct in-depth analysis of existing systems, processes, and data to identify gaps, inefficiencies, and opportunities for improvement in statement generation.
  • Understanding the various data sources with an end-to-end view in the product booking / interdependencies in the system required for statement generation and the reconciliation processes involved
  • Collaborate with product managers, UX/UI designers, and technical architects to design optimal solutions for portfolio statement functionality
  • Use mock-ups, and prototypes for visualization of proposed solutions and gather feedback
  • Develop comprehensive test plans and test cases to validate that implemented solutions meet business requirements and are free of defects
  • Support UAT (User Acceptance Testing) activities, including training users and assisting with issue resolution
  • Act as a key liaison during the E2E development lifecycle, clarifying requirements and providing domain expertise
  • Effectively communicate project status, risks, and issues to all relevant stakeholders
  • Build strong relationships with business users, technical teams, and external vendors
  • Facilitate decision-making processes and resolve conflicts
  • Create and maintain comprehensive documentation, including functional specifications, process flows, user manuals, and training materials
  • Provide training and support to end-users and internal teams on new functionalities

Tech Mahindra is an Equal Employment Opportunity employer. We promote and support a diverse workforce at all levels of the company. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, age, national origin or disability. All applicants will be evaluated solely on the basis of their ability, competence, and performance of the essential functions of their positions with or without reasonable accommodations. Reasonable accommodations also are available in the hiring process for applicants with disabilities

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About Company

Job ID: 135160231