Business Analyst - Wealth Management-PBRP-Treasury

Job Overview:

• Senior Business Analyst Product Owner
• Experienced Business Analyst Product Owner with specialized knowledge in Treasury and Capital Markets, particularly in supporting essential treasury lifecycle operations.
• The ideal candidate will have exposure to key treasury value streams, including cash and liquidity management, funding, ALM balance sheet, market risk trading, and regulatory reporting frameworks.
• Strong expertise in treasury and liquidity reporting analysis is essential, along with the capability to interpret regulatory guidelines, such as ALM risk liquidity, and convert them into comprehensive reporting frameworks, data mappings, and calculation methodologies that align with treasury systems and compliance requirements.
• Scope of Work
• The selected candidate will be expected to showcase their proficiency in treasury requirements analysis, regulatory interpretation, and structured reporting design, effectively converting business needs into robust and scalable reporting systems.
• The following functions will be part of the candidate's responsibilities:

Core Responsibilities:

• Requirements Analysis and Definition
• Analyze requirements while clarifying functional expectations in collaboration with stakeholders.
• Confirm the scope, calculation logic, data inputs, output structure, and reporting assumptions.
• Document business requirements, ensuring alignment with regulatory and policy objectives.
• Logic Review and Documentation
• Assess existing methodologies and calculation approaches.
• Identify transformation rules, aggregation logic, and classification frameworks.
• Document functional logic in a clear and structured format.
• Data Analysis and Mapping
• Identify and validate relevant source systems and data elements for report creation.
• Confirm key fields, data relationships, and transformation requirements.
• Ensure traceability from source data to final report outputs.
• Testing and Reconciliation
• Assist in testing cycles and perform reconciliations between legacy and new reporting outputs.
• Investigate variances and provide explanations at the appropriate detail levels.
• Facilitate stakeholder validation and sign-off processes.
• Stakeholder Engagement
• Engage with multiple IT stakeholders throughout the development lifecycle.
• Communicate findings and validation results clearly and effectively.
• Support workshops, discussions, and review sessions as necessary.
• Industry Experience (Required)
• 6 to 12 years of experience in investment banking or capital markets with a strong emphasis on treasury functions.
• Proven experience managing the complete treasury lifecycle, including cash and liquidity management, funding, trading, and regulatory reporting.
• Hands-on experience with capital markets products, trade lifecycle, and treasury systems, facilitating effective engagement with business and technology stakeholders.

Technical Qualifications:

• Analytical Skills (Required)
• Exceptional analytical abilities to engage with senior stakeholders from client organizations across change business and operations.
• Outstanding documentation and presentation skills for creating business process maps, functional solution documents, and managing the acceptance sign-off process end-to-end.
• Collaborative team player who works well with members of product analysis and management teams.
• Excellent communication skills, including listening, speaking, and articulation.
• Understanding of the complete landscape for developing next-generation post-trade processing and shared services.
• Collaborate with various groups, including upstream and downstream clients, ontology architecture, etc., to document the current state, conduct gap analysis, and develop future state strategies using tools like JIRA.
• Support the complete implementation lifecycle, including integration, data conversion, UAT, Go Live, and production support.
• Coordinate stakeholders for impact assessments, defect resolution, and post-Go Live stabilization.
• Product Mindset (Preferred)
• Additional 2 to 5 years of relevant experience working with leading Treasury and Capital Markets platforms and solutions, including familiarity with industry-standard systems and reporting frameworks.
• Hands-on experience in core treasury functions such as liquidity management, risk reporting, and financial data processing.
• Ability to contribute to defining, developing, and discussing the product roadmap with various stakeholders.
• Tools (Required)
• Hands-on experience with leading tools for Product Owners and Senior Business Analysts, such as:
• Atlassian Confluence, JIRA
• MS Copilot for Agentic AI and similar tools, MS Office
• Basic MS SQL, Power BI (Nice to have)
• Key Performance Indicators:
• Engagements in client services.
• Contributions to domain practice activities, such as creating knowledge materials, participating in RFP discussions, and developing POVs and case studies.
• Recognized as a deep domain evangelist.

Additional Responsibilities:

• Analytical Skills (Required)
• Exceptional analytical abilities to engage with senior stakeholders from client organizations across change business and operations.
• Outstanding documentation and presentation skills for creating business process maps, functional solution documents, and managing the acceptance sign-off process end-to-end.
• Collaborative team player who works well with members of product analysis and management teams.
• Excellent communication skills, including listening, speaking, and articulation.
• Understanding of the complete landscape for developing next-generation post-trade processing and shared services.
• Collaborate with various groups, including upstream and downstream clients, ontology architecture, etc., to document the current state, conduct gap analysis, and develop future state strategies using tools like JIRA.
• Support the complete implementation lifecycle, including integration, data conversion, UAT, Go Live, and production support.
• Coordinate stakeholders for impact assessments, defect resolution, and post-Go Live stabilization.

Preferred Skills:

• Domain Expertise: FS-Asset and Wealth Management -> Wealth Management