AmpsTek - Product Analyst - Wealth Management Domain

4 weeks ago


Mumbai, India Ampstek Full time

Title : Product Analyst (AI and Asset/Wealth Management)

Location : Mumbai, India (Onsite)

Job Description :


We are seeking a highly skilled and analytical Technical Business Analyst / Product Analyst with a strong background in the Asset and Wealth Management Domain, combined with hands-on experience in Artificial Intelligence (AI) technologies, including LLMs like GPT, NLP, and AI-driven solutions.

The ideal candidate will play a critical role in bridging the gap between business objectives and cutting-edge AI solutions, driving innovation and digital transformation Responsibilities :


- Collaborate with stakeholders to gather and analyze business requirements related to AI product implementation in the Asset and Wealth Management domain.


- Translate business needs into clear, actionable product and technical requirements for development teams.

- Drive AI product roadmap planning and help prioritize features with tangible business impact.

- Conduct deep-dive analyses of wealth and asset management data to identify opportunities for AI automation, personalization, and process optimization.

- Partner with data scientists, machine learning engineers, and AI architects to develop and validate AI models, especially LLM-based use cases like document summarization, intelligent chatbots, fraud detection, etc.

- Lead proof-of-concept (PoC) and pilot projects for AI/ML applications in products such as portfolio risk assessment, client service automation, KYC, compliance monitoring, etc.

- Monitor AI model performance, suggest continuous improvements, and ensure explainability and regulatory compliance.

- Stay up-to-date with the latest AI advancements (especially GPT-4/LLMs), asset and wealth management regulations, and competitive Qualifications :

- 7+ years of experience as a Business Analyst or Product Analyst, with at least 2 years in AI/ML or Generative AI-related initiatives.

- Proven experience in the Asset and Wealth Management industry (e.g., portfolio management, compliance, AML, KYC, client onboarding, investment advisory).

- Familiarity with AI tools, frameworks, and platforms (e.g., OpenAI GPT, Azure OpenAI, Hugging Face, LangChain, etc.)

- Strong understanding of AI concepts such as NLP, machine learning pipelines, LLM fine-tuning, embeddings, and vector databases.

- Ability to write detailed BRDs, PRDs, and user stories with technical depth.

- Experience working in Agile/Scrum environments.

- Proficiency in SQL, Excel, and at least one data visualization or analysis tool (e.g., Power BI, Tableau, Jupyter Notebooks).

- Excellent communication skills with both technical and non-technical Qualifications :
- Formal coursework or certification in AI, Machine Learning, or Data Science (e.g., Coursera, Stanford, DeepLearning.AI, etc.)

- Hands-on experimentation with GPT APIs or prompt engineering in real-world projects.

- Experience with AI use cases such as intelligent document processing, customer chatbots, RAG pipelines, or automated decision-making.

- Exposure to MLOps, AI model monitoring, and explain ability frameworks.
(ref:hirist.tech)
  • Business Analyst

    3 weeks ago


    Mumbai, India Nuvama Wealth Full time

    Job Role: Business Analyst - Capital Markets / Wealth ManagementLocation: Mumbai - BKC Experience: 5- 8 years (Capital Markets / Wealth Management domain) Qualification: Graduate/Postgraduate in Finance, Economics, Engineering, MBA, or related fields Key Responsibilities Gather, document, and analyze business requirements (BRDs, FRDs, Gap Analysis, User...

  • Business Analyst

    2 weeks ago


    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Role: Business Analyst - Capital Markets / Wealth ManagementLocation: Mumbai - BKCExperience: 5- 8 years (Capital Markets / Wealth Management domain)Qualification: Graduate/Postgraduate in Finance, Economics, Engineering, MBA, or related fieldsKey ResponsibilitiesGather, document, and analyze business requirements (BRDs, FRDs, Gap Analysis, User Stories,...

  • Wealth Manager

    4 weeks ago


    Mumbai, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...

  • Wealth Manager

    4 weeks ago


    Mumbai, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...

  • Wealth Manager

    6 days ago


    Mumbai, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    3 weeks ago


    Mumbai, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    3 weeks ago


    Mumbai, India Stack Wealth Full time

    About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    4 days ago


    Mumbai, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    2 weeks ago


    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    3 weeks ago


    Mumbai, India Stack Wealth Full time

    About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and...