IN

Business Analyst - Wealth Management-PWLT/PCAP-Q3

Infosys Limited
Bangalore Posted 5 Oct 2026
FULL TIME
Sql
Client Relationship Management
Data Analysis
Software Configuration Management
Agile

Job Description

Job Description:

  • Experience a day in the life of an Infoscion
  • In your role as a member of the Infosys consulting team, you will focus on understanding customer challenges, identifying problem areas, crafting innovative solutions, and ensuring successful deployment to achieve client satisfaction.
  • You will take ownership of specific sections of the proposal document, contributing insights into solution design based on your areas of expertise.
  • Your responsibilities will include planning configuration activities, configuring products in accordance with the design, facilitating conference room pilot sessions, and addressing any inquiries related to requirements and solution design.
  • You will lead solution product demonstrations, conduct Proof of Technology (POC) workshops, and prepare effort estimates that align with client budgetary constraints while adhering to organizational financial guidelines.
  • In this role, you will actively manage small projects and engage in unit-level and organizational initiatives, aimed at delivering high-quality, value-added solutions to our clients.
  • If you believe you are well-suited to assist our clients in their digital transformation journeys, we invite you to apply.

Key Responsibilities:

  • Candidates should possess 5 to 12 years of experience as a Business Analyst within one or more of the following Capital Markets domain areas:
  • Asset Gathering, Portfolio Modelling, Portfolio Management, Asset Allocation Strategies, Trade Order Management, Order Execution, Exchange Connectivity.
  • Transaction Management, Risk Administration, Data Management, Cash Administration, Corporate Actions Processing, Portfolio Recordkeeping.
  • Portfolio Accounting, Reconciliation Processing, Client Reporting, and Fee Billing.
  • General Ledger and Accounting, Market Data and NAV Calculations, Trade Settlements, Tax Reporting, Regulatory Reporting.
  • Client Relationship Management, Client Prospecting, KYC process, Anti-Money Laundering Compliance Monitoring.
  • Advisory Services, Robo Advisory, Performance Attribution, Performance Measurement, Structured Products, Managed Accounts.
  • Proficiency in SQL is essential, and candidates must be comfortable with data analysis.
  • Experience in Agile project methodologies is required.

Technical Requirements:

  • The responsibilities include, but are not limited to:
  • Engaging stakeholders to identify scope and inventory systems and processes that are affected.
  • Verifying and publishing inventory systems, data flows, and process flows.
  • Documenting, maintaining, and communicating key discussions, decisions, milestones, and the RAID log.
  • Developing and maintaining SDLC documentation such as Project Charter, Project Plan, BRD, FRD, Test Plan, Test Results, UAT Approvals, and Lessons Learned.
  • Creating and maintaining Agile-related documents like Scope Documents, Iteration Feature Lists, and Technology Regression Test Results.
  • Delivering impactful presentations to Senior Management and both internal and external clients.
  • Communicating with colleagues to understand departmental needs.
  • Collaborating with stakeholders at all levels as dictated by individual project requirements.
  • Managing key stakeholder relationships with various internal customers, partners, and suppliers.
  • Working alongside users, business analysts, and developers to identify user and system requirements.
  • Articulating requirements to various Application Owners and engaging in cross-functional reviews.
  • Assisting with integration and acceptance testing.
  • Supporting the QA team in generating scenarios for thorough testing.
  • Providing support during and after implementation.

Additional Responsibilities:

  • Ability to create value-driven strategies and models that empower clients to innovate, grow, and enhance their business profitability.
  • Strong understanding of software configuration management systems.
  • Awareness of the latest technologies and industry trends.
  • Logical thinking and problem-solving capabilities, along with a collaborative mindset.
  • Understanding of financial processes across various project types and familiarity with available pricing models.
  • Ability to evaluate current processes, identify areas for improvement, and recommend technological solutions.
  • Knowledge in one or two industry domains.
  • Strong client interfacing skills.
  • Proficient in project and team management.

Preferred Skills:

    Domain->FS-Asset and Wealth Management->Wealth Management
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