Senior Business Analyst* – Wealth Management & Advisory Platforms

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

Work on strategic transformation programs in private banking, wealth management, and securities business. Support the conception and rollout of advisory and investment platforms, including digital investment journeys and portfolio-management solutions, from requirements analysis through go-live. Apply end-to-end process analysis and translate business needs into BRDs, user stories, and functional concepts, collaborating closely with business, IT, architecture, and operations. Leverage expertise such as Aladdin Wealth to design and optimize advisory, portfolio, and investment workflows.

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Capco
Capco
1 month ago

Senior Business Analyst* – Wealth Management & Advisory Platforms

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Last checked: 1 hour agoStatus: Live

Job Summary

Work on strategic transformation programs in private banking, wealth management, and securities business. Support the conception and rollout of advisory and investment platforms, including digital investment journeys and portfolio-management solutions, from requirements analysis through go-live. Apply end-to-end process analysis and translate business needs into BRDs, user stories, and functional concepts, collaborating closely with business, IT, architecture, and operations. Leverage expertise such as Aladdin Wealth to design and optimize advisory, portfolio, and investment workflows.
Location: Düsseldorf
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Analyze and optimize end-to-end advisory, portfolio, and investment processes.
  • •Translate business requirements into BRDs, user stories, and functional concepts.
  • •Design solutions across advisory offering & 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, coordinating with IT, architecture, and operations through design, implementation, testing, and rollout.

Pay and Benefits

Perks:Remote WorkOnboardingLearning BudgetHealth InsuranceTraining

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:Private bankingWealth managementCapital marketsSecurities businessDigital wealth platforms
Skills:Analytical thinkingCommunicationStakeholder management
Languages:GermanEnglish
Tech Stack:Aladdin WealthBRDsUser StoriesMVPMiFID IIAgile delivery

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
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