Technical Business Analyst
Job Title: Technical Business Analyst – Wealth ManagementLocation:Employment Type: Full-timeRole Overview We are seeking an experienced Business Analyst with strong financial/banking domain expertise to work closely with business stakeholders, product teams, and technology partners. The ideal candidate will have hands-on experience in client onboarding, requirements gathering, workflow design, and e‑signature platforms while leveraging SQL and data analysis to drive informed business decisions.Key Responsibilities * Collaborate with business stakeholders to gather, analyze, and document business and functional requirements. * Drive end-to-end requirement lifecycle management including elicitation, validation, prioritization, and sign-off. * Support client onboarding initiatives, ensuring compliance with banking and regulatory requirements. * Analyze existing and proposed business workflows, identify gaps, and recommend process improvements. * Work closely with technology teams to translate business requirements into clear functional specifications and user stories. * Use SQL and data analysis techniques to validate data, generate insights, and support decision-making. * Support implementation and integration of e‑signature platforms (e.g., DocuSign) within onboarding and approval workflows. * Act as a bridge between business, operations, compliance, and IT teams to ensure timely and accurate delivery. * Assist in UAT planning, execution, and defect triage to ensure solutions meet business needs. * Prepare documentation including BRDs, FRDs, process flows, use cases, and workflow diagrams. Required Skills \& Experience * Total 9 years of experience 5+ years of experience as a Business Analyst in financial services, preferably Wealth Management. * Hands-on experience with SQL for data analysis, validation, and reporting. * Experience working with data-driven requirements and collaborating with data/engineering teams. * Proven experience with e‑sign / e‑signature platforms (mandatory: DocuSign). * Expertise in requirements gathering and documentation. * Strong knowledge of workflow design, process mapping, and optimization. * Excellent stakeholder management and communication skills. Good-to-Have Skills* Experience with digital onboarding platforms or customer lifecycle management systems. * Familiarity with Agile/Scrum methodologies and tools (JIRA, Confluence). * Exposure to APIs, system integrations, or fintech platforms. * Experience in driving automation initiatives in banking operations.