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Senior Business Analyst – Wealth Management Transformation

Location: Mumbai (Powai) | Full-time | 7+ Years Experience

We are looking for a Senior Business Analyst with a deep understanding of wealth management products and services to join a fast-paced transformation team. This is a high-impact role where you'll lead strategic initiatives across Managed Investments, Private Markets, Portfolio Management, Investment Advisory , and Discretionary Portfolio Management .

If you're passionate about financial innovation, data-driven decision-making, and delivering meaningful transformation in the investment space—this is your opportunity to help shape the future of wealth management.

What You’ll Do

• Lead large-scale business analysis and transformation initiatives across multiple wealth management domains.
• Engage with stakeholders to uncover improvement areas in investment strategy, advisory, and discretionary portfolio services .
• Create detailed business requirements, process maps, and use cases aligned with transformation objectives.
• Conduct gap analyses , identify inefficiencies, and propose data-informed optimizations.
• Facilitate workshops and collaborate with advisors, investment teams, and IT to align strategy and execution.
• Deliver actionable insights and compelling business cases to senior leadership.
• Partner with data science teams to develop predictive models for portfolio optimization and risk management .
• Mentor junior analysts and support a culture of continuous improvement.

Who You Are

• 7+ years of experience in business analysis, with at least 3 years in wealth management or financial services .
• Strong domain knowledge across Managed Investments, Private Markets, Investment Advisory , and Portfolio Management .
• Proven experience driving end-to-end transformation projects in financial services or banking environments.
• Strong analytical mindset with hands-on experience in financial modeling and investment analysis .
• Adept in tools like Excel, PowerPoint, Visio, JIRA, Confluence ; exposure to SQL, Python , and data visualization tools (Tableau/Power BI/QlikView) is highly preferred.
• Familiarity with Agile methodologies and ability to thrive in a cross-functional, collaborative setup.
• Excellent communication, stakeholder management, and presentation skills.
• Relevant certifications such as CBAP, CFA, FRM , or an advanced degree (MBA, Master's in Finance or Data Science) are advantageous.

Why Join Us?

• Be part of mission-critical transformation projects in a globally-aligned Wealth Management platform.
• Work alongside leaders in investment strategy, advisory, and digital innovation .
• Leverage cutting-edge tools in financial modeling, analytics, and machine learning .
• Enjoy career advancement in a culture that supports learning, leadership, and lateral growth .
• Competitive compensation, work-life balance programs, and access to next-gen investment platforms.

Ready to Make an Impact?

If you’re a data-savvy analyst with a passion for the wealth management domain and a track record of driving transformation—apply now and be a part of a future-focused team

As a Business Process Transformation leader, you will play a pivotal role in driving organizational change, enhancing efficiency, and optimizing business processes through process reengineering, digital/ automation solutions and innovation. Your focus will be on streamlining operations, improving workflows, and leveraging Six Sigma or equivalent methodologies along with Change management to identify and transformation process reengineering & technology to achieve strategic goals.

Key Responsibilities

• Lead Transformation Initiatives:
• Develop and execute strategic transformation initiatives to drive business growth and operational efficiency.
• Collaborate with cross-functional teams to identify process improvements and innovative solutions.
• Champion & drive adoption of digital and automation solutions across the organization e.g. ITOM SNOW, Robotic process automation (RPA) and intelligent automation etc
• Process Optimization:
• Establish Six Sigma or equivalent methodology driven team structure and processes within organization to use data-driven approaches, methodologies, and tools to achieve near-perfection in operational processes with focus on continuous improvement, waste reduction and high-quality outcomes.
• Document current operational processes & metric with potential & feasibility for optimization to build and drive a prioritization driven transformation plan.
• Identify areas for improvement within existing processes.
• Develop strategies to optimize workflows, reduce waste, and enhance productivity using combination of process re-engineering & digital/automation solutions.
• Stakeholder Engagement:
• Collaborate with executives, department heads, and teams to align transformation efforts with business objectives.
• Influence decision-makers by presenting logical solutions backed by data driven discovery and decision making on approaches & prioritization & plan to optimize identified processes and demonstrating the value of optimization.
• Change Management:
• Lead change management efforts to ensure a smooth transition and adoption of new processes and systems.
• Manage partnership between Technology and Operations for optimization solution discovery, implementation, deployment and digital operations.
• Monitor project progress, identify risks, and provide timely solutions.
• Deliver training programs to educate employees on new processes and technologies.
• Measure, benchmark and publish effectivity of deployed solutions and drive on continuous improvement.
• Establish and oversee process to work with operations and finance team to identify planned vs actual savings (post solution deployment) and realize/release/re-deploy the locked up operational budgets.
• Continuous Learning:
• Stay abreast of industry trends, best practices, and emerging technologies related to process automation and transformation.

Qualifications

• Education : Bachelor’s or master’s in business or engineering
• Certifications : Certifications such as PMP, LEAN, Six Sigma, Change Management, Project Management, Finance - P&L Mgmt.
• Experience : Proven experience in business process transformation, automation, P&L management and change management.
• Technology : Understanding & experience with leveraging digital & automation solutions for process transformation with experience in SNOW ITOM a nice to have.

Skills and experience

• Strong analytical and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Familiarity with automation tools and technologies.
• Must be customer focused and technology driven to deliver customer excellence.

The Enterprise Architect plays a pivotal role in designing and implementing enterprise-wide IT solutions, driving technology optimization opportunities, and fostering collaboration across the organization.

This position requires an individual with proven expertise in enterprise architecture frameworks, cloud computing, data management, application development, and network architecture.

The successful candidate will possess strong analytical skills to translate business needs into technical solutions, excellent communication skills to explain complex concepts to diverse stakeholders, and demonstrated leadership ability to lead cross-functional teams.

• Designing and implementing enterprise-wide IT solutions
• Driving technology optimization opportunities
• Fostering collaboration across the organization
• Providing technical guidance and support to stakeholders

• Proficiency in enterprise architecture frameworks (e.g., TOGAF, Zachman)
• In-depth knowledge of cloud computing, data management, application development, and network architecture
• Strong analytical skills to translate business needs into technical solutions
• Excellent communication and presentation skills
• Demonstrated leadership ability to lead cross-functional teams

The Enterprise Architect will have the opportunity to work on high-profile projects, collaborate with experienced professionals, and contribute to the organization's growth and success.

• Certification in enterprise architecture frameworks such as TOGAF or Zachman
• Knowledge of DevOps practices and tools
• Experience with modern technology stacks and microservices-based architectures

As a Business Process Transformation leader, you will play a pivotal role in driving organizational change, enhancing efficiency, and optimizing business processes through process reengineering, digital/ automation solutions and innovation. Your focus will be on streamlining operations, improving workflows, and leveraging Six Sigma or equivalent methodologies along with Change management to identify and transformation process reengineering & technology to achieve strategic goals.

Key Responsibilities

• Lead Transformation Initiatives:
• Develop and execute strategic transformation initiatives to drive business growth and operational efficiency.
• Collaborate with cross-functional teams to identify process improvements and innovative solutions.
• Champion & drive adoption of digital and automation solutions across the organization e.g. ITOM SNOW, Robotic process automation (RPA) and intelligent automation etc
• Process Optimization:
• Establish Six Sigma or equivalent methodology driven team structure and processes within organization to use data-driven approaches, methodologies, and tools to achieve near-perfection in operational processes with focus on continuous improvement, waste reduction and high-quality outcomes.
• Document current operational processes & metric with potential & feasibility for optimization to build and drive a prioritization driven transformation plan.
• Identify areas for improvement within existing processes.
• Develop strategies to optimize workflows, reduce waste, and enhance productivity using combination of process re-engineering & digital/automation solutions.
• Stakeholder Engagement:
• Collaborate with executives, department heads, and teams to align transformation efforts with business objectives.
• Influence decision-makers by presenting logical solutions backed by data driven discovery and decision making on approaches & prioritization & plan to optimize identified processes and demonstrating the value of optimization.
• Change Management:
• Lead change management efforts to ensure a smooth transition and adoption of new processes and systems.
• Manage partnership between Technology and Operations for optimization solution discovery, implementation, deployment and digital operations.
• Monitor project progress, identify risks, and provide timely solutions.
• Deliver training programs to educate employees on new processes and technologies.
• Measure, benchmark and publish effectivity of deployed solutions and drive on continuous improvement.
• Establish and oversee process to work with operations and finance team to identify planned vs actual savings (post solution deployment) and realize/release/re-deploy the locked up operational budgets.
• Continuous Learning:
• Stay abreast of industry trends, best practices, and emerging technologies related to process automation and transformation.

Qualifications

• Education : Bachelor’s or master’s in business or engineering
• Certifications : Certifications such as PMP, LEAN, Six Sigma, Change Management, Project Management, Finance - P&L Mgmt.
• Experience : Proven experience in business process transformation, automation, P&L management and change management.
• Technology : Understanding & experience with leveraging digital & automation solutions for process transformation with experience in SNOW ITOM a nice to have.

Skills and experience

• Strong analytical and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Familiarity with automation tools and technologies.
• Must be customer focused and technology driven to deliver customer excellence.

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