business analyst in digital wealth management

Capco works on digital transformation projects for financial institutions, focusing on digital wealth-management and advisory platforms, investment journeys, and portfolio-management solutions.

• Analyze and optimize end-to-end advisory, portfolio, and investment processes;
• Translate business requirements into Business Requirements, BRDs, User Stories, and functional concepts;
• Design solutions for 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 implementation;
• Collaborate with business, IT, architecture, and operations throughout design, implementation, testing, and rollout.

• Several years of experience as a Business Analyst in Wealth Management, Private Banking, or Capital Markets;
• Strong understanding of Investment Advisory, securities business, Portfolio Management, and digital wealth platforms;
• Experience with Aladdin Wealth or comparable advisory and investment platforms;
• Knowledge of Suitability, Portfolio Construction, Order Management, and the Investment Lifecycle;
• Experience translating business requirements into functional and technical specifications;
• Structured and analytical working style with strong communication and stakeholder-management skills;
• Fluent German and English;
• Nice to have: Experience with Digital Advisory and Discretionary Portfolio Management (DPM), knowledge of regulatory requirements such as MiFID II, experience with agile delivery methods, experience in international transformation programs and collaboration with software vendors.

• Work on impactful projects for leading financial institutions;
• Collaborative, flat, and entrepreneurial company culture;
• Continuous training and certification opportunities;
• Comprehensive onboarding with a personal coach and buddy;
• Continuous feedback and further training, including internal training and Udemy Business;
• Regular health checks and Mental Health courses;
• Dynamic international environment with diverse development opportunities;
• Flexible work models and hybrid work depending on project assignment;
• Accessible and inclusive application process.