Business Analyst

Introduction:

The candidate has extensive experience in digital transformation, customer experience (CX), and IT transformation projects, particularly in the banking and wealth management sectors. They have a strong background in business analysis, project management, and Agile methodologies, with expertise in requirement gathering, business and functional specifications (BRD/FSD), and stakeholder management. Their experience includes leading digital banking solutions, F2B order management, and offer orchestration. They have worked on regulatory compliance projects, including EMIR and MIFID II, ensuring adherence to financial regulations. The candidate has played key roles in managing product backlogs, defining API integration strategies, and driving workflow automation initiatives. They have expertise in digital banking tools, customer analytics, and market feed interfaces such as Bloomberg and Reuters. Their technical proficiency includes JIRA, Confluence, Visio, ARIS, SQL, Power BI, and API Swagger. They have successfully led cross-functional teams, managed external stakeholders, and collaborated with business and technology units to enhance digital banking offerings. Additionally, they have experience in portfolio management solutions, wealth management platforms, and customer personalization strategies. Their leadership in establishing offshore teams, mentoring, and driving process improvements highlights their ability to align technology solutions with business objectives. Recognized with multiple awards for client engagement and strategic contributions, they are also certified in Temenos Triple ‘A Plus and Scrum Product Ownership. Their expertise in regulatory compliance, fintech risk management, and data-driven customer experiences positions them as a key contributor to digital banking initiatives.

Responsibilities:

• Led digital transformation projects in banking and wealth management, focusing on customer experience and IT modernization.
• Defined and prepared Business Requirement Documents (BRD) and Functional Specification Documents (FSD) for banking solutions.
• Spearheaded regulatory compliance projects, ensuring adherence to EMIR, MIFID II, and Pre-Trade Suitability requirements.
• Managed end-to-end implementation of digital banking solutions, including F2B Order Management and Offer Orchestration.
• Conducted stakeholder management and collaborated with business and technology teams to enhance product offerings.
• Designed and implemented solutions for personalization, contextual offers, and data-driven customer engagement.
• Provided API Swagger specifications and managed API integration strategies to improve digital banking services.
• Led Agile teams, managed product backlogs, created conceptual prototypes, and defined user stories for development.
• Developed business proposals and market research reports for wealth management solutions and banking services.
• Oversaw offshore team setup, recruitment, mentoring, and training in banking platforms and wealth management tools.
• Maintained key documentation and artifacts for wealth management centers of excellence.
• Managed external vendors and third-party integrations, including gamification, content migration, and analytics tools.
• Acted as a proxy product owner, handling backlog management and prioritization to ensure timely feature delivery.
• Conducted functional consulting for corporate actions, portfolio management strategies, and investment workflows.
• Mapped market feed interfaces and documented data import processes from Bloomberg and Reuters into core banking systems.
• Led customer experience IT digital transformation projects, driving workflow automation and operational efficiency.
• Provided training on wealth management tools, portfolio management, and digital banking functionalities.
• Contributed to business development activities by responding to RFPs and defining business process flows using ARIS.
• Received multiple awards for client engagement, leadership, and contributions to strategic digital banking initiatives.