Senior Business Analyst (Wealth Management) - Singapore
8000 - 12000 SGDTEKISHUB CONSULTING SERVICES PTE. LTD.
Role Overview
We are seeking a highly experienced Senior Business Analyst with deep domain expertise in Wealth Management , specifically in Investment Portfolio Statements and Client Reporting . The role involves close collaboration with Regional Emerging Markets business stakeholders and cross-functional technology teams to deliver high-quality, scalable reporting solutions across the end-to-end delivery lifecycle.
Key Skills & Experience
10+ years of experience in a technology-driven environment as a Functional Business Analyst within the Wealth Management domain
Strong hands-on experience with Investment Portfolio Statements and Client Reporting
In-depth understanding of banking products and business processes in Wealth Management
Strong knowledge of:
Financial instruments and asset classes (equities, fixed income, alternatives, derivatives)
Investment strategies and portfolio construction concepts
Transaction types (buy/sell, dividends, interest, corporate actions)
Cost basis methodologies
Proven expertise in performance measurement and attribution
Experience working with portfolio accounting and reporting platforms
Strong understanding of data aggregation, reconciliation, and reporting workflows
Familiarity with regulatory requirements impacting client and portfolio reporting
Excellent analytical, problem-solving, and critical thinking skills
Exceptional written and verbal communication skills, with the ability to translate complex technical concepts for non-technical stakeholders
Strong interpersonal, presentation, and stakeholder management skills
Ability to work independently and collaboratively in a fast-paced, dynamic environment
Experience working in an Agile/Scrum delivery model
Familiarity with APIs and integration patterns within financial systems
Key Responsibilities
Engage closely with Regional Emerging Markets business stakeholders to understand current-state processes, systems, and pain points
Conduct detailed analysis to identify business requirements, gaps, and improvement opportunities
Act as a Subject Matter Expert for all aspects of investment portfolio statements, including:
Data aggregation and reconciliation
Holdings, transactions, and performance reporting
Statement layout, presentation, and customization
Analyze end-to-end data flows, system interdependencies, and reconciliation processes supporting statement generation
Lead and facilitate workshops, interviews, and requirement-gathering sessions with:
Business Managers
Relationship Managers
Operations teams
Legal and Compliance stakeholders
Translate business requirements into clear and actionable:
Functional specifications
User stories
Acceptance criteria
Collaborate with product managers, UX/UI designers, and technical architects to design optimal portfolio reporting solutions
Develop mock-ups and prototypes to visualize solutions and gather stakeholder feedback
Prepare detailed test plans and test cases to validate solution quality
Support User Acceptance Testing (UAT) , including user training and issue resolution
Act as a key liaison throughout the end-to-end development lifecycle, ensuring clarity of requirements and domain alignment
Communicate project status, risks, and issues to relevant stakeholders
Build and maintain strong relationships with business users, technology teams, and external vendors
Create and maintain comprehensive documentation, including functional specifications, process flows, user manuals, and training materials
Provide training and ongoing support to end users and internal teams
Preferred / Added Advantage
Experience with core banking platforms such as Avaloq, T24, or MarginMan
Prior experience working with external vendors and third-party reporting solutions
9000 - 13000 SGD
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