Ebix - Product SME/BA Analyst - Capital Market/Asset Management/Wealth Management

We are conducting a Walk-in drive at our Mumbai office on 26 April (Saturday) apply only if you are willing to attend interview in person. Share your resume with subject line- Business Analyst-

Address- Ebixcash Financial Technologies, Suraksha Ace, 6th Floor 34 / 3, Andheri Kurla Road,

Chakala, JB Nagar - Andheri (East), Mumbai: 400059, India.

Job Description:

- Strong exposure to Capital Markets / Asset Management / Wealth Management / Custody domain as Business Analyst, Analytical Skills. Written and Verbal Communcation Skills, preferably NCFM Certifcation / CFA.

- Business Analyst- Capital Market / Wealth Management (2 years to 5 years)

- Gather and Analyze Business requirements of the project/change request by reading Business Requirement Documents and Interacting with Customers

- Convert Business Requirement Document into Functional Specification Document and take sign off from the client

- Carry out knowledge transfer to Development and QA team for Development and Testing Phase

- Take effort estimates and delivery dates from Development & QA team and communicate the same to all stake holders as required in the project

- Create Business Scenario's for functional verification and carry out functional verification post development

- Review test scenario & test cases prepared by QA team

- Review User Acceptance Testing - Test Cases prepared by Customer

- Support Customer, Development Team and QA team during User Acceptance Testing Phase for any functional queries and Defect analysis

- Functional Knowledge Transfer to Live Support Team at end of Project Completion

- Do pre-sales activities like RFP submission, POC's, demos to prospective clients

- Product SME- Capital Market / Wealth Management / Asset Mangement

- Product & Solution Expertise

- Act as the primary subject matter expert for wealth management and asset management software solutions.

- Provide industry insights and expertise to influence product roadmap and strategy.

- Define and validate functional and technical requirements for software solutions.

Collaboration & Stakeholder Management:

- Work closely with product management, engineering, and UX/UI teams to develop user-centric solutions.

- Partner with sales, pre-sales, and marketing teams to articulate product value propositions.

- Engage with clients, advisors, portfolio managers, and operations teams to understand business needs and market trends.

- Lead client workshops, requirement-gathering sessions, and industry roundtables.

- Assist in training internal teams and clients on best practices for using the software.

- Stay ahead of wealth and asset management industry trends, competitive landscape, and regulatory changes.

- Recommend innovations and enhancements to ensure the software remains a market leader.

Required Qualifications:

- Bachelors or Masters degree in Finance, Business, Computer Science, or a related field.

- 8+ years of experience in wealth management, asset management, or financial technology (FinTech).

- Deep understanding of portfolio management, investment strategies, risk management, and financial planning.

- Strong knowledge of financial regulations, compliance frameworks, and industry standards.

- Experience with portfolio accounting systems, investment analytics tools, and financial data providers (e.g., Bloomberg, Morningstar, FactSet, Refinitiv).

- Hands-on experience with wealth management software, CRM platforms, and reporting tools.

- Ability to translate business needs into technical requirements for software development teams.

Preferred Qualifications:

- Experience working with financial advisors, RIAs, family offices, hedge funds, or institutional investors.

- Certifications such as CFA, CFP, FRM, or CAIA are a plus.

- Experience with enterprise financial software solutions (e.g., BlackRock Aladdin, Charles River, Envestnet, Orion, or Advent APX).