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Business Analyst - Wealth Management-PBRP-Treasury

Infosys · Posted today

  • Bengaluru East, Karnataka, India (On-site)
  • On-site
  • Full-time
  • 6-12 yrs

About the role

 Analytical Experience (must-have)

  • Excellent analytical skills; should be able to engage with change/business/OPS senior stakeholders from client’s org
  • Excellent documentation and presentation skills; should be able to create business process mapping document; functional solution documents and own the acceptance/signoff process from E2E.
  • Excellent team player; collaborate with other members in product analysis and management teams
  • Excellent communication skills; should have excellent hearing, speaking and articulation skills.
  • Understand the overall landscape of developing a next-generation post-trade processing and shared services.
  • Work with various groups (client, up streams, down streams, ontology, architecture...etc) to document the current state, perform gap analysis, and develop future state strategy using tools like JIRA.
  • Support end-to-end implementation lifecycle, including integration, data conversion, UAT, Go-Live, and production support.
  • Drive stakeholder coordination for impact assessment, defect resolution, and post-Go-Live stabilization.  Product Mindset (added advantage)
  • Additional 2–5 years of relevant experience working on leading Treasury / Capital Markets platforms and solutions, including exposure to industry-standard systems and reporting frameworks.
  • Hands-on experience across core treasury functions such as liquidity management, risk, reporting, and financial data processing.
  • Ability to contribute to defining developing & discussing the product roadmap with varied vested-interest stakeholders  Tooling (must-have) o Hands on experience on leading toolkit for a PO and Sr Business analysts like: -  Atlassian Confluence, JIRA  MS Copilot for Agentic AI (and likes), MS Office  MS SQL (Basic), Power BI (Nice-to-have)  KEY KPI’s- 1. Client-services engagements 2. Contribute in domain practice activities e.g. creating knowledge materials, participating in RFP discussions, creating POVs, case studies etc. 3. Identified as a deep domain evangelist Analysis and Requirement Definition
  • Analyse requirements and clarify functional expectations with stakeholders.
  • Confirm scope, calculation logic, data inputs, output structure, and reporting assumptions.
  • Document business requirements and ensure alignment with regulatory and policy objectives. Logic Review and Documentation:
  • Review and assess existing methodologies and calculation approaches.
  • Identify transformation rules, aggregation logic, and classification frameworks.
  • Document functional logic in a clear and structured manner. Data Analysis and Mapping:
  • Identify and validate relevant source systems and data elements supporting report construction.
  • Confirm key fields, data relationships, and transformation requirements
  • Ensure traceability from source data to final report output. Testing and Reconciliation:
  • Support testing cycles and perform reconciliation between legacy and new reporting outputs.
  • Investigate and explain variances at appropriate levels of detail.
  • Support stakeholder validation and sign-off processes. Stakeholder Engagement:
  • Engage with multiple IT stakeholders throughout the development lifecycle.
  • Communicate logic, findings, and validation results clearly and effectively.
  • Support workshops, discussions, and review sessions as required  Industry Experience(must-have)
  • The candidate should possess 6–12 years of experience within investment banking or capital markets organizations, with a strong focus on treasury domain functions.
  • Proven track record of working across end-to-end treasury lifecycle, including cash & liquidity management, funding, trading, and regulatory reporting
  • Hands-on experience in capital markets products, trade lifecycle, and treasury systems, enabling effective engagement with business and technology stakeholders  Analytical Experience (must-have)
  • Excellent analytical skills; should be able to engage with change/business/OPS senior stakeholders from client’s org
  • Excellent documentation and presentation skills; should be able to create business process mapping document; functional solution documents and own the acceptance/signoff process from E2E.
  • Excellent team player; collaborate with other members in product analysis and management teams
  • Excellent communication skills; should have excellent hearing, speaking and articulation skills.
  • Understand the overall landscape of developing a next-generation post-trade processing and shared services.
  • Work with various groups (client, up streams, down streams, ontology, architecture...etc) to document the current state, perform gap analysis, and develop future state strategy using tools like JIRA.
  • Support end-to-end implementation lifecycle, including integration, data conversion, UAT, Go-Live, and production support.
  • Drive stakeholder coordination for impact assessment, defect resolution, and post-Go-Live stabilization.

Skills

analytical skillsstakeholder engagementbusiness process mappingfunctional solution documentationJIRAConfluenceMS OfficeMS SQLPower BItreasury functionsliquidity managementrisk management