•Lead business discussions, discovery workshops, and requirements-gathering sessions with business stakeholders, subject matter experts, operations teams, product owners, architects, and technology teams.
•Elicit, analyze, document, validate, and prioritize business and functional requirements.
•Prepare and maintain Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), use cases, process flows, business rules, user stories, acceptance criteria, and traceability artifacts.
•Develop and maintain Source-to-Target Mapping (STTM) documents for data migration, conversion, and system integration initiatives.
•Perform source-data analysis, data lineage assessment, field-level mapping, transformation-rule definition, reconciliation, and target-data validation.
•Conduct current-state and future-state process analysis, gap analysis, impact assessment, and dependency analysis.
•Collaborate with architects, developers, data engineers, QA teams, vendors, and business users throughout the project lifecycle.
•Support UAT planning, test-case review, execution coordination, defect triage, business validation, and sign-off.
•Participate in platform migration, data conversion, system modernization, and operational transformation programs.
•Ensure delivered solutions align with investment accounting, reporting, reconciliation, risk, control, and operational requirements.
Required Skills and Experience
Domain Expertise
•Investment Banking and Wealth Management
•Investment Accounting and Portfolio Accounting
•Securities processing, custody, and asset servicing
•Trade lifecycle, positions, transactions, cash, and corporate actions
•Financial reporting, general ledger, reconciliation, and operational controls
Platform Experience
Strong experience with one or more of the following platforms:
•SEI Wealth Platform
•FIS AddVantage
•Schwab platforms
•LPL Financial systems
•TCS BaNCS
•Addepar
Business Analysis and Stakeholder Skills
•Requirements elicitation, analysis, documentation, validation, and management
•Ability to lead structured business discussions with stakeholders and translate business needs into clear, actionable requirements
•Stakeholder management across business, operations, product, technology, data, and vendor teams
•Business process modelling, functional specifications, use cases, user stories, gap analysis, and impact assessment
•Excellent written and verbal communication, workshop facilitation, presentation, and negotiation skills
Data, Mapping, and Integration Skills
•Source-to-Target Mapping (STTM), including field-level mapping, transformation logic, defaulting rules, reference-data lookups, and validation criteria
•Data migration, conversion, lineage, profiling, cleansing, validation, and reconciliation
•Interface and integration analysis across upstream and downstream systems
•Working knowledge of ETL concepts, APIs, batch interfaces, files, databases, and data warehouses
•SQL querying, advanced Excel, and data analysis skills
Tools and Delivery Methodologies
•JIRA and Confluence
•Microsoft Excel, Word, and PowerPoint
•Agile / Scrum and Waterfall delivery methodologies
•Requirements traceability, RAID management, and SDLC governance
