Job Description
Job Description – Business Analyst (Wealth Management Trading)
Role Overview
The Business Analyst will support trading and wealth management initiatives by bridging business needs and technology solutions. The role requires strong domain knowledge in wealth management trading, account management, trade processes, and web broker platforms, along with the ability to translate business requirements into clear functional, technical, and data specifications. The ideal candidate will work closely with business stakeholders, product teams, developers, QA teams, and external partners to deliver scalable and efficient solutions.
Key Responsibilities
- Partner with wealth management, trading, operations, and account management teams to gather, analyze, and document business requirements.
- Develop functional requirements, user stories, process flows, business rules, and use cases for trading and account-related initiatives.
- Analyze end-to-end trade lifecycle processes including order capture, execution, allocation, confirmation, settlement, reconciliation, and reporting.
- Work with stakeholders to improve operational efficiency, reduce manual intervention, and identify process gaps in trading workflows.
- Translate business requirements into detailed technical specifications for integration, API interactions, and downstream system impacts.
- Collaborate with technical teams to define API requirements, request/response structures, field validations, and interface behavior.
- Perform data mapping across upstream and downstream systems to ensure accurate data flow, transformation, and reconciliation.
- Support initiatives involving web broker platforms and digital trading channels, ensuring business and technical requirements are captured effectively.
- Coordinate with QA teams to define test scenarios, validate requirements coverage, and support UAT execution.
- Facilitate stakeholder meetings, workshops, and walkthroughs to align business expectations with delivery outcomes.
- Support issue analysis, root cause identification, and resolution for production or implementation-related defects.
- Ensure all requirements and solutions align with regulatory, compliance, and operational controls relevant to wealth management and trading environments.
Required Skills and Experience
- 5+ years of experience as a Business Analyst in financial services, with strong exposure to wealth management and trading environments.
- Hands-on understanding of wealth management products, trading workflows, and client/account management processes.
- Strong knowledge of trade lifecycle processes including trade capture, allocation, settlement, reconciliation, and reporting.
- Experience working with account management processes and related operational workflows.
- Technical understanding of APIs, system integrations, and interface design concepts.
- Experience analyzing API specifications and mapping business requirements to technical interfaces.
- Strong experience in data mapping, source-to-target mapping, and identifying data transformation rules.
- Knowledge of web broker platforms, digital brokerage workflows, or online trading systems.
- Ability to create process maps, BRDs, FRDs, user stories, and acceptance criteria.
- Experience supporting testing activities including SIT and UAT.
- Strong analytical, problem-solving, communication, and stakeholder management skills.
- Experience working in Agile, Scrum, or hybrid delivery environments.
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Experience: 8-10 Years .
The expected compensation for this role ranges from CAD 100000 to CAD 150000 .
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.
Wipro is committed to creating an accessible, supportive, and inclusive workplace. Reasonable accommodation will be provided to all applicants including persons with disabilities, throughout the recruitment and selection process. Accommodations must be communicated in advance of the application, where possible, and will be reviewed on an individual basis. Wipro provides equal opportunities to all and values diversity.