Source description
About the role
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.
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