Job Title : Investment Product & Service Analyst
Experience : 5 to 7 Years
Location : Mumbai
Roles & Responsibilities
- Gather, analyze, and document business requirements for investment products and advisory platforms.
- Support implementation and enhancement of investment solutions across multiple asset classes.
- Translate business requirements into functional specifications, user stories, and platform enhancements.
- Collaborate with Product, Sales, Operations, Compliance, and Technology teams to deliver business solutions.
- Define and prioritize product backlogs and support Agile/Scrum delivery.
- Lead User Acceptance Testing (UAT), coordinate defect resolution, and ensure successful releases.
- Support investment product onboarding, order management, trade lifecycle, and portfolio management processes.
- Ensure compliance by implementing suitability checks, risk profiling, and regulatory controls.
- Conduct process analysis, workflow documentation, and gap assessments to improve operational efficiency.
- Manage stakeholder communication and support successful delivery of investment platform initiatives.
Requisites
- Bachelor//'s degree in Business, Finance, Computer Science, Information Technology, or a related field.
- Experience as a Business Analyst, Product Owner, or Investment Platform Analyst.
- Strong knowledge of Equity, Derivatives, Capital Markets, and Investment Products.
- Experience with order management, trade lifecycle, portfolio management, and investment platforms.
- Understanding of Agile/Scrum methodologies, backlog management, and user story creation.
- Experience in business requirements gathering, process mapping, and functional documentation.
- Knowledge of compliance, suitability frameworks, and regulatory requirements.
- Experience with Avaloq or similar core banking/investment platforms is preferred.
- Strong analytical, communication, stakeholder management, and problem-solving skills.
