Job Description
This role focuses on eliciting requirements, designing technical solutions, and supporting product roadmaps for asset and wealth management platforms. Candidates analyze financial data, optimize processes, and ensure compliance in high-stakes environments. The position demands 7+ years of experience, blending technical BA proficiency with PO-like prioritization.
Key Responsibilities
- Gather and translate business requirements into technical specifications for development teams, emphasizing AI/ML integrations in portfolio management, KYC/AML, and client onboarding.
- Conduct data analysis on asset performance, risk metrics, and market trends to drive product features and optimizations.
- Collaborate with stakeholders to prioritize backlogs, roadmap AI-driven solutions like NLP for personalization, and ensure regulatory compliance.
- Develop user stories, process flows, and prototypes while monitoring implementation in tools like JIRA or Confluence.
Required Qualifications
- Bachelor's degree in finance, Computer Science, or related field; certifications like CBAP, PMP, or AWS Certified desirable.
- 7+ years in technical BA roles within asset/wealth management, with 2+ years in PO/product analysis and exposure to AI tools (e.g., LLMs, LangChain).
- Proficiency in SQL, Python for data modeling, financial systems (e.g., Avaloq), and Agile methodologies
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