The Role
Analyze and document wealth management business requirements, create BRDs, FRDs, user stories, process flows, and gap analyses, and liaise among stakeholders, technology teams, and vendors. Support UAT, defect triage, regulatory compliance, project planning, milestone tracking, risk management, status reporting, change management, and release planning. The role requires knowledge of wealth management products, derivatives, KYC, portfolio management, advisory services, Agile and Waterfall methodologies, and global stakeholder coordination.
Summary Generated by Built In
Project Role : Custom Software Engineer
Project Role Description : Develop custom software solutions to design, code, and enhance components across systems or applications. Use modern frameworks and agile practices to deliver scalable, high-performing solutions tailored to specific business needs.
Must have skills : Business Requirements Analysis
Good to have skills : NA
Minimum 5 year(s) of experience is required
Educational Qualification : 15 years full time education
Summary:
We are seeking a dynamic and detail-oriented Business Analyst with Project Management exposure to support initiatives within the Wealth Management domain. The role involves collaborating with stakeholders, managing requirements, supporting project delivery, and ensuring solutions align with business and regulatory needs.
Roles & Responsibilities:
Business Analysis
Elicit, analyze, document, and validate business requirements related to Wealth Management products (Investments, Derivatives, Portfolio Management, Advisory, Risk Profiling, etc.).
Prepare BRDs, FRDs, user stories, process flows, and gap analysis documents.
Act as a liaison between business stakeholders, technology teams, and vendors.
Support UAT planning, test case review, defect triage, and business sign-off.
Ensure compliance with regulatory and risk management requirements.
Project Management Support
Assist in project planning, tracking, and execution across multiple initiatives.
Monitor project timelines, milestones, dependencies, and risks.
Coordinate with cross-functional teams to ensure on-time delivery.
Prepare status reports, dashboards, and steering committee presentations.
Support change management and release planning activities.
Professional & Technical Skills:
Strong understanding of Wealth Management operations, including Derivatives
Client onboarding & KYC
Portfolio construction & performance reporting
Asset classes (Equities, Fixed Income, Mutual Funds, Alternatives)
Advisory & discretionary services
Work closely with business users to optimize processes and enhance client experience.
Additional Information:
Bachelor s/Master s degree in Business, Finance, IT, or related field.
5+ years of experience as a Business Analyst, preferably in Wealth Management or BFSI.
Hands-on experience with Project Management methodologies (Agile / Waterfall / Hybrid).
Strong documentation and stakeholder management skills.
Experience with tools such as JIRA, Confluence, MS Project, Excel, PowerPoint.
Good understanding of SDLC and UAT processes.
Excellent communication and analytical skills.
Exposure to Agile/Scrum frameworks.
Knowledge of regulatory standards (SEBI, MiFID, or equivalent).
Certification such as CBAP, PMI-PBA, PMP, CSM is a plus.
Experience working with global stakeholders.15 years full time education
Project Role Description : Develop custom software solutions to design, code, and enhance components across systems or applications. Use modern frameworks and agile practices to deliver scalable, high-performing solutions tailored to specific business needs.
Must have skills : Business Requirements Analysis
Good to have skills : NA
Minimum 5 year(s) of experience is required
Educational Qualification : 15 years full time education
Summary:
We are seeking a dynamic and detail-oriented Business Analyst with Project Management exposure to support initiatives within the Wealth Management domain. The role involves collaborating with stakeholders, managing requirements, supporting project delivery, and ensuring solutions align with business and regulatory needs.
Roles & Responsibilities:
Business Analysis
Elicit, analyze, document, and validate business requirements related to Wealth Management products (Investments, Derivatives, Portfolio Management, Advisory, Risk Profiling, etc.).
Prepare BRDs, FRDs, user stories, process flows, and gap analysis documents.
Act as a liaison between business stakeholders, technology teams, and vendors.
Support UAT planning, test case review, defect triage, and business sign-off.
Ensure compliance with regulatory and risk management requirements.
Project Management Support
Assist in project planning, tracking, and execution across multiple initiatives.
Monitor project timelines, milestones, dependencies, and risks.
Coordinate with cross-functional teams to ensure on-time delivery.
Prepare status reports, dashboards, and steering committee presentations.
Support change management and release planning activities.
Professional & Technical Skills:
Strong understanding of Wealth Management operations, including Derivatives
Client onboarding & KYC
Portfolio construction & performance reporting
Asset classes (Equities, Fixed Income, Mutual Funds, Alternatives)
Advisory & discretionary services
Work closely with business users to optimize processes and enhance client experience.
Additional Information:
Bachelor s/Master s degree in Business, Finance, IT, or related field.
5+ years of experience as a Business Analyst, preferably in Wealth Management or BFSI.
Hands-on experience with Project Management methodologies (Agile / Waterfall / Hybrid).
Strong documentation and stakeholder management skills.
Experience with tools such as JIRA, Confluence, MS Project, Excel, PowerPoint.
Good understanding of SDLC and UAT processes.
Excellent communication and analytical skills.
Exposure to Agile/Scrum frameworks.
Knowledge of regulatory standards (SEBI, MiFID, or equivalent).
Certification such as CBAP, PMI-PBA, PMP, CSM is a plus.
Experience working with global stakeholders.15 years full time education
About Accenture
Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.Visit us at www.accenture.com
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
Skills Required
- Business requirements analysis experience
- At least 5 years of professional experience
- 15 years of full-time education
- Bachelor's or Master's degree in Business, Finance, IT, or a related field
- Experience as a Business Analyst, preferably in Wealth Management or BFSI
- Understanding of wealth management operations, including derivatives, client onboarding and KYC, portfolio management, asset classes, and advisory services
- Experience with Agile, Waterfall, or Hybrid project management methodologies
- Strong documentation and stakeholder management skills
- Understanding of SDLC and UAT processes
- Excellent communication and analytical skills
- Exposure to Agile and Scrum frameworks
- Knowledge of regulatory standards such as SEBI or MiFID
- Experience working with global stakeholders
- Certification such as CBAP, PMI-PBA, PMP, or CSM
Accenture Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Accenture and has not been reviewed or approved by Accenture.
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Healthcare Strength — Pay is considered competitive when paired with robust insurance options and other perks that compare well with large consulting and IT services peers. Multiple national medical plan options plus dental and vision are positioned as a core strength of the overall package.
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Retirement Support — Retirement support is positioned as a standout feature through a 401(k) dollar-for-dollar match up to a set percentage after eligibility. The package is reinforced by additional financial programs such as savings tools and related resources.
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Parental & Family Support — Parental and caregiving supports are presented as a meaningful benefit differentiator through substantial paid parental leave and multiple caregiver-oriented programs. Backup care and fertility/adoption/surrogacy navigation and reimbursements add breadth to family support beyond leave alone.
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The Company
What We Do
Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services—all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 500,000+ people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities. Visit us at www.accenture.com.
