Senior Business Analyst* – Wealth Management & Advisory Platforms

capco

Contract type

Ongoing

Work mode

Hybrid · Munich, Germany

Experience

Senior · Not stated

Level inferred from job title

Job description

A Senior Business Analyst role driving digital wealth management and advisory platform transformations in private banking and securities, from requirements analysis to go-live.

At a glance

Employment: Full-time · Employee (employment agreement)
Work mode: Hybrid · Munich, Germany
Languages: German – fluent, English – fluent

What you'll do

Analyze and optimize end-to-end advisory, portfolio and investment processes
Translate business requirements into business requirements documents, user stories and functional concepts
Design solutions for advisory offering and pricing, suitability, portfolio construction, execution and reporting
Define business requirements for advisory platforms, Aladdin Wealth, investment platforms and securities processes
Support platform configuration, integration design, vendor management and MVP delivery
Work closely with business, IT, architecture and operations during design, implementation, testing and rollout

What we're looking for

Several years of experience as a Business Analyst in wealth management, private banking or capital markets
Solid understanding of investment advisory, securities business, portfolio management and digital wealth platforms
Experience with Aladdin Wealth or comparable advisory and investment platforms
Knowledge of suitability, portfolio construction, order management and the investment lifecycle
Experience translating business requirements into functional and technical specifications
Structured, analytical working style with strong communication and stakeholder management skills
Fluent German and English

Nice to have

Experience with digital advisory and discretionary portfolio management (DPM)
Knowledge of regulatory requirements such as MiFID II, suitability and investment advisory
Experience with agile delivery methods
Experience in international transformation programs and working with software vendors

Your team

Capital Markets / Wealth & Asset Management

Benefits

Work on impactful projects for leading financial institutions
Collaborative, flat and entrepreneurial company culture
Continuous training and certification opportunities
Flexible working models and hybrid work depending on project assignment
Comprehensive onboarding with a personal coach and buddy
Continuous feedback and development opportunities such as internal trainings and Udemy Business
Regular health checks and mental health courses
A dynamic, international environment with diverse development opportunities

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About Capco

Key facts

Works on impactful projects for leading financial institutions
Collaborative, flat and entrepreneurial company culture
Contributes to shaping the future of digital financial services

What they value

Individuality is a strength
#BeYourselfAtWork culture promotes diversity, collaboration and an open working environment