Senior Business Analyst – Wealth Management & Advisory Platforms

Location: Düsseldorf / Remote (Hybrid) | Practice Area: Capital Markets / Wealth & Asset Management | Type: Permanent

Shape the next generation of digital wealth management and advisory platforms – from business analysis to successful implementation.

Your Role

As a Senior Business Analyst, you will work on strategic transformation programs in Private Banking, Wealth Management, and Securities Business. You will support the conception and introduction of modern advisory platforms, digital investment journeys, and portfolio management solutions, and accompany the implementation from requirements analysis to go-live.

In doing so, you will combine solid business analysis competence with deep expertise in Wealth Management, Investment Advisory, and Securities Business, as well as experience with platforms such as Aladdin Wealth.

Your Tasks

• Analysis and optimization of end-to-end advisory, portfolio, and investment processes
• Translation of business requirements into Business Requirements, BRDs, User Stories, and functional concepts
• Conception of solutions in the areas of Advisory Offering & Pricing, Suitability, Portfolio Construction, Execution, and Reporting
• Definition of business requirements for Advisory Platforms, Aladdin Wealth, Investment Platforms, and Securities Processes
• Support with platform configuration, integration design, vendor management, and MVP implementation
• Close collaboration with Business, IT, Architecture, and Operations during design, implementation, testing, and rollout

Your Profile

• Several years of experience as a Business Analyst in the Wealth Management, Private Banking, or Capital Markets environment
• Solid understanding of Investment Advisory, Securities Business, Portfolio Management, and Digital Wealth Platforms
• Experience with Aladdin Wealth or comparable advisory and investment platforms
• Knowledge of Suitability, Portfolio Construction, Order Management, and the Investment Lifecycle
• Experience in translating business requirements into functional and technical specifications
• Structured, analytical working style as well as strong communication and stakeholder management skills
• Fluent German and English skills

Nice to have

• Experience with Digital Advisory and Discretionary Portfolio Management (DPM)
• Knowledge of regulatory requirements (e.g., MiFID II, Suitability, Investment Advisory)
• Experience with agile delivery methods
• Experience in international transformation programs and in collaborating with software vendors

Why Capco

• Work on impactful projects for leading financial institutions
• Collaborative, flat, and entrepreneurial company culture
• Continuous training and certification opportunities
• Contribution to the future of digital financial services
• Shaping the digital transformation in the financial sector

Benefits

• Flexible working models and hybrid working possible depending on project assignment
• Comprehensive onboarding and your personal coach and buddy
• Continuous feedback and training opportunities (e.g., via internal training and Udemy Business)
• Regular health check-ups and mental health courses
• A dynamic, international environment with diverse development opportunities

Inclusion at Capco

We are committed to an accessible and inclusive application process. If you need support, please let us know – we are happy to help. We value diverse perspectives and backgrounds. At Capco, we believe that individuality is a strength. Our #BeYourselfAtWork culture promotes diversity, collaboration, and an open work environment.

*The most important thing is that we are a good fit for each other (m/f/d) #beyourselfatwork.