Investment Product & Service Analyst

Job Title : Investment Product & Service Analyst

Experience : 5 to 7 Years

Location : Mumbai

Roles & Responsibilities

• Gather analyze and document business requirements for investment products and advisory platforms.
  
• Support implementation and enhancement of investment solutions across multiple asset classes.
  
• Translate business requirements into functional specifications user stories and platform enhancements.
  
• Collaborate with Product Sales Operations Compliance and Technology teams to deliver business solutions.
  
• Define and prioritize product backlogs and support Agile/Scrum delivery.
  
• Lead User Acceptance Testing (UAT) coordinate defect resolution and ensure successful releases.
  
• Support investment product onboarding order management trade lifecycle and portfolio management processes.
  
• Ensure compliance by implementing suitability checks risk profiling and regulatory controls.
  
• Conduct process analysis workflow documentation and gap assessments to improve operational efficiency.
  
• Manage stakeholder communication and support successful delivery of investment platform initiatives.

• Bachelors degree in Business Finance Computer Science Information Technology or a related field.
  
• Experience as a Business Analyst Product Owner or Investment Platform Analyst.
  
• Strong knowledge of Equity Derivatives Capital Markets and Investment Products.
  
• Experience with order management trade lifecycle portfolio management and investment platforms.
  
• Understanding of Agile/Scrum methodologies backlog management and user story creation.
  
• Experience in business requirements gathering process mapping and functional documentation.
  
• Knowledge of compliance suitability frameworks and regulatory requirements.
  
• Experience with Avaloq or similar core banking/investment platforms is preferred.
  
• Strong analytical communication stakeholder management and problem-solving skills.

Required Skills:

Business AnalystEquityDerivativesProduct OwnerStakeholder Management