Information Technology Business Analyst

1 month ago

Mumbai, India PCR Financial Aggregation Full time

Sr. IT Business Analyst


PLEASE NOTE WE WILL ONLY CONSIDER CANDIDATE BASED IN MUMBAI.


Who is Private Client Resources (PCR)?


PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms.


What is the SR.IT Business analyst role


We are currently hiring a highly skilled and motivated Senior Business Analyst to join our talented engineering team. As a BA you will be responsible for creating functional requirement and business requirement documents and help delivery team to document technical documentations mapping the business functions. You would require collaborating with all internal teams and clients to ensure there are no gaps in the client understanding and internal architects & delivery teams. Our ideal candidate would have a reasonable domain knowledge and ability to understand the business operations and processes.


What will my mission statement be?


I will be a collaborative team member that clients trust to communicate proactively and produce timely and accurate results to meet their business needs.


What would my day look like?

  • Engage with clients and manage relationship, ensuring alignment with client objectives and risk tolerance.
  • Work closely with delivery team to deliver solutions as per requirements.
  • Work with clients to understand the current landscape, help in creating target state across all business functions and operations.
  • Create a functional requirement and business requirement documents and help delivery team to document technical documentations mapping the business functions.
  • Understand the business process in detail and work closely with architects to evolve a conceptual and logical data model.
  • Bring the industry experience to help drive business architecture and solutions.
  • Collaborate with internal teams and clients to ensure there are no gaps in the client understanding and internal architects & delivery teams.
  • Communicate with business using business language and translate the business requirements in language that internal IT teams can understand


What tools and processes will I have to accomplish in my mission?

Our ideal candidate should possess all or most of the below knowledge skills

  • Asset Management: Extensive experience in all functions of asset management including investment strategies, investment portfolios, asset allocation, fund administration, market data.
  • Wealth Management: Proficiency in providing comprehensive wealth management services, including financial planning, estate planning, and retirement planning, portfolio construction / management, client onboarding, client risk profiling, trade processing, portfolio & position accounting, account performance, reporting, settlement and clearance process & market data.
  • Asset Services: Knowledge of asset servicing, including custody, corporate actions, income processing, shareholder identification, tax & certification, administration, and reporting.
  • Financial Analysis: Strong analytical skills for assessing market trends, financial statements, and investment opportunities.
  • Client Relationship Management: Excellent interpersonal and communication skills for understanding the roadmap, engage with customers, guide and help delivery team to deliver solutions as per expectations.
  • Regulatory Compliance: Understanding of regulatory requirements and compliance related to asset and wealth management.


What experience will set me apart for this role?

  • Bachelor’s degree in finance, Economics, Business Administration, or a related field; master’s degree or professional certifications (e.g., CFA, CFP) preferred.
  • Extensive experience in asset management, wealth management, and asset services domains
  • Overall experience of 7-10 years in relevant domain.
  • Proven track record of managing and implementing complex solutions.
  • Strong analytical and modelling skills.
  • Excellent communication, negotiation, and relationship management skills.
  • In-depth knowledge of financial markets, investment products, and regulatory requirements.
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment.


What opportunities for advancement do I have?

  • There are many opportunities to grow in the Reporting Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our product management, pre-sales, and operations.
  • Am I required to work in the office?
  • PCR has adopted a flexible work policy that recognizes the major change in how teams collaborate. This role allows you to work remotely on a consistent basis.


Why Choose to Work at PCR?


  • While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion.
  • PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work.
  • PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social, or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

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