We are seeking an experienced Business Analyst – Investment Advisory Systems (Aladdin Wealth) to support transformation initiatives within the Bank’s wealth management and advisory platforms.

The successful candidate will work closely with Product Owners, Programme Managers, subject matter experts, and technology teams to gather and document business requirements, design improved workflows, and support system implementation. The role requires strong investment advisory product knowledge, experience with Aladdin Wealth platform, and the ability to translate complex business requirements into actionable functional specifications.

This position will play a key role in ensuring successful implementation and optimisation of advisory platforms while ensuring compliance with relevant regulatory requirements.

Key Responsibilities

Business Analysis & Requirements Management

• Work closely with Product Owners, Programme Managers, and project team members to define requirements at the epic and user story level.

• Engage with subject matter experts and business stakeholders to gather and validate business requirements.

• Translate business needs into models, diagrams, documentation, and functional specifications.

• Analyse existing processes and design optimised workflows and operational improvements.

Stakeholder Collaboration

• Facilitate communication within project teams to ensure alignment on scope, design decisions, and implementation approach.

• Work closely with external vendors and technology teams to ensure timely delivery of agreed business requirements.

Testing & Implementation

• Document use cases, test cases, and testing scenarios.

• Conduct pre-UAT testing and coordinate User Acceptance Testing (UAT) activities.

• Support business users during system testing and validation.

Training & Documentation

• Prepare user training materials and user guides.

• Support business users in updating operational workflows and procedures.

Risk & Issue Management

• Proactively identify risks and issues that may impact project deliverables.

• Provide timely updates and escalation to programme leadership when required.

Requirements

Experience

• Proven experience as a Business Analyst within banking or wealth management environments.

• Experience working on investment advisory systems and transformation programmes.

• Experience implementing or supporting Aladdin Wealth platform (mandatory).

• Experience with Avaloq core banking system is highly advantageous.

Product & Domain Knowledge

• Strong knowledge of Investment Advisory Services (mandatory).

• Knowledge of Discretionary Portfolio Management (DPM) and Execution-Only services is an advantage.

• Good understanding of investment products lifecycle, particularly structured products and OTC products.

Regulatory Knowledge

• Good understanding of MiFID regulations (mandatory).

• Familiarity with UK and Swiss regulatory frameworks related to investment services.

• Knowledge of MAS and HKMA regulations regarding wealth management and advisory services is advantageous.

Education

• University degree in Information Technology, Mathematics, Business Management, or related discipline.

Technical & Functional Skills

• Strong expertise in requirements analysis, documentation, and conceptual modelling.

• Experience working in Agile environments.

• Familiarity with Jira, Confluence, or similar collaboration tools.

Soft Skills

• Strong analytical and problem-solving abilities.

• High level of accuracy and attention to detail.

• Ability to work independently and manage complex requirements.

• Strong communication and stakeholder management skills.

• Proactive and results-driven approach.