Lead Business Analyst - Asset Management/Investment Management Domain

Key Responsibilities:

• Lead end-to-end business analysis activities across multiple strategic transformation programs within Asset Management and Investment Management.
• Collaborate with global stakeholders to understand business objectives, identify process gaps, and recommend technology-driven solutions.
• Drive requirement gathering through workshops, interviews, process walkthroughs, and stakeholder discussions.
• Translate complex business requirements into detailed Functional Requirement Documents (FRDs), Business Requirement Documents (BRDs), user stories, acceptance criteria, and process models.
• Act as the primary liaison between business users, technology teams, architecture, QA, and project management throughout the project lifecycle.
• Analyze existing business processes and identify opportunities for automation, optimization, and digital transformation.
• Support initiatives related to Client Reporting, Client Onboarding, CRM platforms, Sales Enablement, Portfolio Reporting, and Investment Operations.
• Perform impact analysis for regulatory, operational, and technology changes affecting investment and distribution platforms.
• Facilitate backlog grooming, sprint planning, prioritization, and Agile ceremonies with Product Owners and Scrum teams.
• Define business workflows, process maps, use cases, and data mapping documentation.
• Validate business requirements through functional testing, User Acceptance Testing (UAT), and production readiness activities.
• Coordinate with cross-functional teams across multiple geographies to ensure successful project execution.
• Support implementation planning, change management, and business adoption activities.
• Produce executive-level presentations, project updates, risk assessments, and status reports for senior leadership.
• Mentor junior Business Analysts and promote best practices in business analysis and documentation.

Preferred Qualifications:

• 8-12 years of Business Analysis experience within Asset Management, Investment Management, Wealth Management, or Capital Markets.
• Strong understanding of investment products including Mutual Funds, Equities, Fixed Income, ETFs, Alternatives, and Portfolio Management.
• Experience working on Client Reporting, Distribution, CRM, Client Onboarding, or Investment Operations platforms.
• Hands-on experience with Agile delivery methodologies and enterprise transformation programs.
• Strong analytical, documentation, and stakeholder management skills.
• Exposure to regulatory initiatives and financial services compliance requirements.
• Knowledge of SQL and data analysis tools is highly desirable.
• Professional certifications such as CBAP, PMI-PBA, CFA (Level I/II), or Agile certifications will be an added advantage.