Talent.com
Business Analyst - Investments (PMS, demat and mutual fund distribution)

Business Analyst - Investments (PMS, demat and mutual fund distribution)

Deutsche BankMumbai, India
2 days ago
Job description

Job Title : Business Analyst - Investments (PMS, demat and mutual fund distribution)

Corporate Title : Associate

Location : Mumbai, India

Role Description

  • We are seeking a highly skilled and experienced Business Analyst with deep expertise in investment products (PMS, demat and mutual fund distribution), as well as a solid understanding of PMS core platforms, demat back-office platforms. This role requires someone who can translate business requirements into actionable solutions for IT teams, ensuring smooth implementation of projects. The ideal candidate will possess strong analytical skills, the ability to bridge the gap between business stakeholders and IT teams, and the capacity to contribute to budgeting and forecasting efforts.

What we'll offer you

As part of our flexible scheme, here are just some of the benefits that you'll enjoy,

  • Best in class leave policy.
  • Gender neutral parental leaves
  • 100% reimbursement under childcare assistance benefit (gender neutral)
  • Sponsorship for Industry relevant certifications and education
  • Employee Assistance Program for you and your family members
  • Comprehensive Hospitalization Insurance for you and your dependents
  • Accident and Term life Insurance
  • Complementary Health screening for 35 yrs. and above
  • Your key responsibilities

    Investment product expertise

    Utilize in-depth knowledge of discretionary portfolio management services. Good understanding on investment products such as mutual fund (from distribution perspective), demat back office, insurance etc. Support customization and product level changes of Moneyware integra application and Dpsecure.

    Good understanding of SEBI regulation related to investment products.

    Business Requirement Translation :

    Gather and analyze business requirements from stakeholders and translate them into technical specifications for IT teams. Work closely with IT teams to ensure that all requirements are well understood and properly implemented.

    BRDs, Wireframes & Documentation :

    Develop comprehensive Business Requirement Documents (BRDs), functional specifications, and wireframes to clearly define project scope, objectives, and deliverables.

    Ensure all documents are clear, concise, and aligned with business needs and IT capabilities.

    Testing and Quality Assurance :

    Collaborate with QA teams to verify test coverage scenarios, ensuring that all functional and non-functional requirements are thoroughly tested.

    Provide feedback to ensure that defects and issues are addressed prior to deployment.

    Stakeholder Management :

    Act as a liaison between business stakeholders and IT teams, ensuring effective communication and collaboration throughout the project lifecycle. Manage stakeholder expectations, providing regular updates on project progress and addressing concerns as needed.

    Change Management :

    Assist in managing change requests related to business processes, system enhancements, and product developments. Ensure that changes are implemented in a controlled and efficient manner, minimizing disruption to business operations.

    Your skills and experience

  • Proven experience as a Business Analyst in the investment products
  • Strong expertise with Moneyware integra, Wealth spectrum on any similar wealth systems.
  • In-depth knowledge of business analysis methodologies, tools, and techniques.
  • Experience creating BRDs, wireframes, and functional specifications.
  • Proficiency in translating business requirements into technical specifications and working closely with IT teams.
  • Strong analytical, problem-solving, and communication skills.
  • Experience with testing, defect management, and quality assurance processes.
  • Strong understanding of budget forecasting, resource management, and project cost control.
  • Ability to work under pressure and manage multiple projects simultaneously.
  • Bachelor's degree in Business Administration, Finance, investments, Information Technology, or a related field.
  • Preferred Skills :

  • Certification in Business Analysis / Product Owner is a plus.
  • Experience with Agile or Scrum methodologies is a plus.
  • Familiarity with project management tools such as JIRA, Confluence, or similar platforms.
  • How we'll support you

  • Training and development to help you excel in your career.
  • Coaching and support from experts in your team.
  • A culture of continuous learning to aid progression.
  • A range of flexible benefits that you can tailor to suit your needs.
  • About us and our teams

    Please visit our company website for further information :

    https : / / www.db.com / company / company.htm

    We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

    Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

    We welcome applications from all people and promote a positive, fair and inclusive work environment.

    Create a job alert for this search

    Investment Analyst • Mumbai, India

    Related jobs
    • Promoted
    Business Analyst

    Business Analyst

    HDFC securitiesMumbai, Maharashtra, India
    India and a subsidiary of HDFC Bank, a renowned private sector bank.It has been serving a diverse customer base of retail and institutional investors since 2000. Headquartered in Mumbai, it offers a...Show moreLast updated: 30+ days ago
    • Promoted
    Business Analyst - Trade Finance - BFSI - Global Consulting Firm - Contractual Role

    Business Analyst - Trade Finance - BFSI - Global Consulting Firm - Contractual Role

    OutsizedMumbai, India
    At Outsized, we match clients in financial services and management consulting to high-quality independent consultants and boutique / specialist firms for the execution of their key projects.Our clien...Show moreLast updated: 16 days ago
    • Promoted
    Investment Analyst

    Investment Analyst

    ECU WorldwideMumbai, Maharashtra, India
    AI, Deep Tech, Financial Services, Mutual fund services, PMS.We are looking for a high-potential Strategy Analyst with a unique blend of financial acumen and AI / technology fluency.This role is idea...Show moreLast updated: 7 days ago
    • Promoted
    Nippon Life India Asset Management - Risk Analyst - Alternative Investment Fund Business

    Nippon Life India Asset Management - Risk Analyst - Alternative Investment Fund Business

    Nippon Life India Asset Management LimitedMumbai, India
    Department : Risk Level 3 -Manager Purpose of the Job : To Monitor the Risk of AIF Business Key r...Show moreLast updated: 30+ days ago
    • Promoted
    Institutional Sales Role - Mutual Fund

    Institutional Sales Role - Mutual Fund

    Trust GroupMumbai, India
    Institutional Sales Role - Mutual Fund Work Experience (highlight) : 1) Profession...Show moreLast updated: 27 days ago
    • Promoted
    Business Analyst - Trade Finance - BFSI / Global Consulting Firm - Contractual Role

    Business Analyst - Trade Finance - BFSI / Global Consulting Firm - Contractual Role

    OutsizedMumbai, India
    At Outsized, we match clients in financial services and management consulting to high-quality independent consultants and boutique / specialist firms for the execution of their key projects.Our clien...Show moreLast updated: 16 days ago
    • Promoted
    Investment Compliance Analyst

    Investment Compliance Analyst

    Decimal Point AnalyticsMumbai, Maharashtra, India
    The ideal candidate will have a strong understanding of investment instruments and the ability to interpret and apply investment guidelines effectively. This role requires hands-on experience in inv...Show moreLast updated: 18 days ago
    • Promoted
    Analyst (Investment Banking / Buy-Side Experience Required)

    Analyst (Investment Banking / Buy-Side Experience Required)

    ArcanaKalyan-Dombivli, IN
    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Banking Analyst

    Investment Banking Analyst

    Green HR SolutionsMumbai, IN
    Hiring For Multinational National Bank.We are seeking a highly motivated and analytical Investment Banking Analyst to join our dynamic investment banking team. The ideal candidate will support senio...Show moreLast updated: 18 days ago
    • Promoted
    Relationship Manager - Mutual Funds Investment Services

    Relationship Manager - Mutual Funds Investment Services

    Wealth Premier FinservSion, Maharashtra, India
    Mutual Fund Investment Services.Responsible for managing relationships with clients & providing investment advisory services. Monitoring and managing client portfolios, developing and implementing i...Show moreLast updated: 15 days ago
    • Promoted
    Mutual Fund Specialist

    Mutual Fund Specialist

    White Force GroupMumbai, Maharashtra, India
    HIRING FOR Business Development Executive.We are seeking a dynamic Business development Executive.Direct Selling Agents (DSAs) engaged. Act as the primary Relationship Manager for DSAs distributing ...Show moreLast updated: 30+ days ago
    • Promoted
    M&G Global Services - Senior Analyst - Investment Operations - Investment Accounting Services

    M&G Global Services - Senior Analyst - Investment Operations - Investment Accounting Services

    M&G Global Services Private LimitedMumbai, India
    Link Dealing team perform daily dealing activities for PAC and PPL funds that are traded on daily basis.Like placing trades, making fund transfers to different fund managers via IATs and ...Show moreLast updated: 13 days ago
    • Promoted
    Investment Analyst

    Investment Analyst

    Prath VenturesMumbai, Maharashtra, India
    Prath Ventures is an early-stage venture firm specializing in Consumer Businesses and their Enablers.We usually make our first investments ranging from INR 10-150 million and lead rounds from Seed ...Show moreLast updated: 30+ days ago
    • Promoted
    Business Analyst (Finance) - 33806

    Business Analyst (Finance) - 33806

    TuringThane, IN
    Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways : Working with the world’s leading AI...Show moreLast updated: 7 days ago
    • Promoted
    Lead Investment Banking

    Lead Investment Banking

    Acuity Knowledge PartnersMumbai, Maharashtra, India
    The candidate will work with the FX & Rates Solutions team of the Bank across key Asian markets.The client team provides risk management and hedging solutions across FX, Rates and other asset class...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Finance Analyst

    Business Finance Analyst

    SolarSquareMumbai, Maharashtra, India
    Job description / Responsibilities –.Creating Revenue MIS / dashboard - daily, weekly, monthly and annual for the Business & Senior Leadership team. Analyse Sales, cost, pricing, margins analysis busi...Show moreLast updated: 10 hours ago
    • Promoted
    Business Analyst - Investments (PMS, demat and mutual fund distribution)

    Business Analyst - Investments (PMS, demat and mutual fund distribution)

    Deutsche BankMumbai, India
    Job Title : Business Analyst - Investments (PMS, demat and mutual fund distribution).We are seeking a highly skilled and experienced Business Analyst with deep expertise in investment products (PMS,...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Investment Analyst

    Investment Analyst

    GenesisCipher LabsKalyan-Dombivli, IN
    GenesisCipher Labs is a FinTech infrastructure startup dedicated to building secure blockchain protocols—including stablecoins, oracles, and payment systems. Our mission is to make finance transpare...Show moreLast updated: 22 hours ago
    • Promoted
    Business Analyst

    Business Analyst

    Stavtar SolutionsMumbai, Maharashtra, India
    We are seeking a highly skilled and detail-oriented Business Analyst with expertise in the Capital Markets domain, specifically in Hedge Funds and Private Equity (PEs). The ideal candidate will have...Show moreLast updated: 7 days ago
    • Promoted
    • New!
    Morningstar - Investment Operations Analyst

    Morningstar - Investment Operations Analyst

    MorningstarNavi Mumbai, India
    The Role : Morningstar seeks an Operations Analyst to join our Wealth Operations Team.This will be a key role in our mission to provide an exceptional client experience.This pos...Show moreLast updated: 6 hours ago