Senior Business Analyst* – Wealth Management & Advisory Platforms

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

Drive the conception and introduction of modern advisory and wealth-management platforms, from business analysis through to go-live. In this senior role focused on private banking, wealth management, and securities business, you translate requirements into BRDs, user stories, and functional concepts, define offerings and suitability-related solution requirements, and support platform configuration, integration design, vendor coordination, MVP delivery, and rollout. Work closely with business, IT, architecture, and operations to optimize end-to-end investment and portfolio processes.

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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: 6 hours agoStatus: Live

Job Summary

Drive the conception and introduction of modern advisory and wealth-management platforms, from business analysis through to go-live. In this senior role focused on private banking, wealth management, and securities business, you translate requirements into BRDs, user stories, and functional concepts, define offerings and suitability-related solution requirements, and support platform configuration, integration design, vendor coordination, MVP delivery, and rollout. Work closely with business, IT, architecture, and operations to optimize end-to-end investment and portfolio processes.
Location: Germany
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Analyse und Optimierung von End-to-End Advisory-, Portfolio- und Investment-Prozessen.
  • •Übersetzen fachlicher Anforderungen in Business Requirements (BRDs), User Stories und funktionale Konzepte.
  • •Konzeption von Lösungen für Advisory Offering & Pricing, Suitability, Portfolio Construction, Execution und Reporting.
  • •Definition fachlicher Anforderungen für Advisory-Plattformen, Aladdin Wealth, Investment-Plattformen und Wertpapierprozesse.
  • •Unterstützung bei Plattform-Konfiguration, Integrationsdesign, Vendor-Steuerung sowie MVP-Umsetzung und Rollout.

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.
  • •Fließende Deutsch- und Englischkenntnisse sowie strukturierte, analytische Arbeitsweise inklusive Kommunikations- und Stakeholder-Management-Fähigkeiten.
Experience:Wealth managementPrivate bankingCapital marketsDigital advisoryInvestment platforms
Skills:Analytical thinkingCommunicationStakeholder management
Languages:DeutschEnglisch
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
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