Business Analyst (Wealth Management)

BGTS is a software and technology solutions company with over 1,800 professionals and 25+ years of experience. Through engineering expertise and industry insight, our international offices deliver tailored solutions, enabling clients worldwide to achieve their business goals with flexibility, speed, and impactful results.

We are looking for Business Analyst for our client in the banking industry in Germany.

Key Responsibilities

Business Analysis & Design

• Gather, analyze, and document functional and non-functional requirements for wealth management processes (advisory, discretionary mandates, order management, client profiling, suitability/appropriateness).
• Collaborate with Portfolio Management, Advisory, Compliance, and Operations teams to validate IT solutions.
• Support integrations with core banking, custody platforms, brokerage engines, market-data vendors, performance/analytics systems, and regulatory reporting (MiFID II, KIDs).

Implementation & Support

• Lead or support system configuration, testing cycles (SIT/UAT), and post-implementation reviews for wealth management platforms.
• Provide second-line production support and troubleshooting issues across order routing, portfolio valuation, pricing, and position-keeping workflows.
• Coordinate with external vendors (e.g., Avaloq, Temenos WealthSuite, FIS, Advent, Upvest APIs), data providers (Bloomberg/WM Daten, Refinitiv), and internal IT teams.

Documentation & Compliance

• Maintain business process documentation, user guides, and solution design artifacts.
• Ensure alignment with IT governance, wealth-specific regulations (MiFID II, ESG/SFDR), suitability rules, transaction reporting, and internal risk controls.

Qualifications

• Bachelor’s degree in IT, Finance, or Engineering.
• 5+ years of Business Analyst experience in banking, Wealth Management, Portfolio Management, or Investment Operations.
• Strong knowledge of investment products (equities, bonds, funds/ETFs, structured products, FX) and portfolio lifecycle processes.
• Experience with wealth platforms (Avaloq, Temenos, FIS, SimCorp, Advent/Black Diamond, Upvest, Trade Republic APIs, or similar).
• Skills in SQL, data analysis (Excel/Power BI), API testing tools (Postman, SoapUI), and understanding of microservices/API gateways.

Key Competencies

• Strong analytical and problem-solving skills.
• Excellent English; German knowledge is a strong advantage.
• Effective communication and vendor-management skills.
• Detail-oriented, proactive, and customer-focused mindset.
• Ability to manage multiple priorities in a fast-paced environment.