INInfosys Limited
Business Analyst - Wealth Management-PWLT/PCAP-Q3
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
