Business analyst in wealth management

The Business Analyst works in liaison with business stakeholders to understand business problems and opportunities in the context of translating complex business needs into technology supported business solutions and recommend solutions that enable them to achieve business goals. He/she contributes to the development and execution of the project plan and is therefore involved throughout the project life cycle, from functional definition, analysis and design, testing and deployment. This position combines Business Analyst and Quality Assurance responsibilities.

• Running workshops with business users and client stakeholders to clarify scope, rules, and acceptance criteria.
• Translating business needs into clear and detailed functional specifications (incl. edge cases, data rules, and testable acceptance criteria) for development teams.
• Defining and executing functional, regression, and integration tests; documenting results and ensuring traceability to requirements.
• Managing defects end-to-end (triage, prioritization with stakeholders, follow-up with developers) and ensuring timely retesting until closure.
• Preparing and coordinating UAT with business/users (test data, scenarios, support) and contributing to release readiness (go/no-go input, production verification, documentation).
• Ownership of Artifacts & Collaborative documentation across all phases of project life cycle.
• Contribute to preparation of Test Strategy and Test Plan (functional, regression, peripheral testing).
• Contribute to post Go-live checks covering core and external systems impacted.

• Bachelors or master’s degree in IT
• 8+ years of Business Analysis experience and proven track record working with distributed delivery teams across geographies
• Technology acquaintances: COBOL, SQL, APIs
• Good knowledge of Wealth Management and portfolio-related processes, ideally including portfolio statements or client reporting.
• Hands-on experience with testing activities (test design, execution, defect management) and a quality-first mindset; ability to drive functional validation end-to-end.
• Proven experience working in build or transformation teams, interacting with business, IT, QA, and operations, and ensuring quality across deliveries.
• Будет плюсом: Experience in a private banking environment is a plus; Previous experience with international teams and/or coordinating UAT with distributed stakeholders is highly appreciated

• 08.00 – 17.00
• 2x/week in Parque das Nações