Senior Business Analyst* – Wealth Management & Advisory Platforms

Capco
Frankfurt
Workplace: HybridFull timeFunction: Business OperationsSkills: ["Analytical thinking","Communication","Stakeholder management"]

Drive strategic transformations for private banking, wealth management, and securities business by analyzing and optimizing end-to-end advisory, portfolio, and investment processes. Translate requirements into BRDs, user stories, and functional concepts, and define needs for advisory platforms and investment solutions (incl. Aladdin Wealth). Support solution design across offering, pricing, suitability, portfolio construction, execution, and reporting, collaborating closely with business, IT, architecture, and operations through testing and rollout.

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FursaFursa
Capco
Capco
1 month ago

Senior Business Analyst* – Wealth Management & Advisory Platforms

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Drive strategic transformations for private banking, wealth management, and securities business by analyzing and optimizing end-to-end advisory, portfolio, and investment processes. Translate requirements into BRDs, user stories, and functional concepts, and define needs for advisory platforms and investment solutions (incl. Aladdin Wealth). Support solution design across offering, pricing, suitability, portfolio construction, execution, and reporting, collaborating closely with business, IT, architecture, and operations through testing and rollout.
Location: Frankfurt
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Analysiere und optimiere End-to-End Advisory-, Portfolio- und Investment-Prozesse.
  • •Übersetze fachliche Anforderungen in Business Requirements, BRDs, User Stories und funktionale Konzepte.
  • •Konzipiere Lösungen in Advisory Offering & Pricing, Suitability, Portfolio Construction, Execution und Reporting.
  • •Definiere fachliche Anforderungen für Advisory-Plattformen, Aladdin Wealth, Investment-Plattformen und Wertpapierprozesse.
  • •Unterstütze Plattform-Konfiguration, Integrationsdesign, Vendor-Steuerung und MVP-Umsetzung bis zum Go-Live (inkl. Testing und Rollout).

Pay and Benefits

Perks:OnboardingHealth Insurance

Key Requirements

  • •Mehrjährige Erfahrung als Business Analyst im Wealth Management, Private Banking oder Capital Markets Umfeld.
  • •Fundiertes Verständnis von Investment Advisory, Wertpapiergeschäft, Portfolio Management und digitalen Wealth-Plattformen.
  • •Erfahrung mit Aladdin Wealth oder vergleichbaren Advisory- und Investment-Plattformen.
  • •Kenntnisse in Suitability, Portfolio Construction, Order Management und dem Investment Lifecycle.
  • •Erfahrung in der Übersetzung fachlicher Anforderungen in funktionale und technische Spezifikationen.
Experience:Wealth managementPrivate bankingCapital markets
Skills:Analytical thinkingCommunicationStakeholder management
Languages:GermanEnglish
Tech Stack:Aladdin Wealth

Company Brief

Capco
Global management and technology consultancy specializing in financial services. Capco advises banks, insurers, and capital markets firms on digital transformation, risk and compliance, technology implementation, and operational improvement, combining industry expertise with advisory and engineering capabilities.
Industry: Management Consulting
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: London, United Kingdom
Founded: 1998
Glassdoor
Glassdoor: 3.7
WebsiteLinkedIn