(Senior) Business Analyst – Wealth Management & Advisory Platforms

Capco is seeking a (Senior) Business Analyst to support a major global Private Banking transformation redesigning the end-to-end Investment & Advisory landscape. Aladdin Wealth will be introduced as the strategic global platform for Advisory and Portfolio Construction, and the entire investment value chain will be transformed. The role involves translating complex business, investment and regulatory requirements into clear, actionable platform requirements, harmonising Advisory journeys and Investment Services across regions, and supporting the simplification and decommissioning of selected legacy platforms.

Responsibilities

Design end-to-end Investment Advisory journeys from service model selection, Client Profiling and Suitability through to Portfolio Construction, investment proposals, Execution and Reporting; Define requirements for Suitability & Profiling, including risk, Knowledge & Experience, ESG, Eligibility and investment restrictions; Develop requirements for Portfolio Construction and Advisory, including Asset Allocation, investment models, risk considerations and client-specific restrictions; Support DPM / Discretionary Portfolio Management capabilities, including portfolio setup, monitoring, rebalancing and lifecycle servicing; Translate business requirements into BRDs, Use Cases, Business Rules, User Stories and MVP Backlogs, and support implementation, User Acceptance Testing (UAT) and regional rollouts

Requirements

Extensive Business Analysis experience in Private Banking, Wealth Management, Investment Advisory or Investment Platform environments; Strong understanding of end-to-end Investment Advisory journeys, including Client Profiling, Suitability and advisory processes; Knowledge of Portfolio Construction, DPM / Portfolio Management and related investment processes; Understanding of securities, investment products, Investment Services and Execution within a Wealth Management environment; Experience in complex Wealth Management platform transformations, with the ability to translate business and regulatory requirements into actionable implementation requirements

Benefits

Private health care & paid sick days; 25 vacation days (regardless of age); Monthly cafeteria allowance (€50/month) or contribution to the 3rd pillar; Fully paid meal vouchers; Multisport card with employer contribution; Smartphone with 1TB data + Laptop; Fresh fruit, game room (PS4, table football), pet-friendly office space; Access to technical and soft skills training, professional certifications and Skillsoft Percipio online learning platform; Yoga lessons, mental health webinars, running challenges, sports activities and volunteering days; Personal coach and flat hierarchy; Permanent employment contract with opportunities for career growth