Ready to build the future with AI

At Genpact we dont just keep up with technologywe set the pace. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory our industry-first accelerator is an example of how were scaling advanced technology solutions to help global enterprises work smarter grow faster and transform at scale. From large-scale models to agentic AI our breakthrough solutions tackle companies most complex challenges.

If you thrive in a fast-moving innovation-driven environment love building and deploying cutting-edge AI solutions and want to push the boundaries of whats possible this is your moment.

Genpact (NYSE: G) is anadvanced technology services and solutions company that deliverslastingvalue for leading enterprisesglobally.Through ourdeep business knowledge operational excellence and cutting-edge solutions we help companies across industries get ahead and stay ahead.Powered by curiosity courage and innovationour teamsimplementdata technology and AItocreate tomorrow today.Get to know us atand onLinkedInXYouTube andFacebook.

Inviting applications for the role of Senior Principal Consultant- Wealth Management Modernization Business Analyst

We are looking for experienced Business Analysts to support a portfolio of strategic initiatives within a global Wealth Management organization. These initiatives cover investment servicing wealth lending front-office enablement operational efficiency improvements and modernization of core platforms and workflows.

This role is focused on improving business processes evolving operating models and supporting adoption of new systems and tools across the wealth management lifecycle. Strong wealth management domain experience capital markets product knowledge and the ability to work closely with technology teams are essential.

You will collaborate with business stakeholders delivery teams and technology partners to translate business needs into clear process system and data requirements that support modernization initiatives.

The role combines practical business analysis delivery with continuous improvement of business workflows and supporting technology capabilities.

Responsibilities

Business Analysis & Process Modernization

• Work with stakeholders across Front Office Lending Investment teams Operations and Technology
• Capture and document business and functional requirements
• Review existing processes system touchpoints and data flows
• Help define improved workflows and future-state operating models

Modernization Across Wealth Domains

Investment & Portfolio Servicing

Support initiatives affecting investment advisory processes portfolio servicing and reporting workflows

Evaluate impacts of product lifecycle events and portfolio activities on downstream processes and systems

Wealth Lending

Support improvements to wealth lending and collateralized credit processes

Analyze impacts across origination monitoring collateral management and lifecycle servicing

Front Office

Help enhance relationship manager workflows CRM usage and client servicing processes

Ensure requirements reflect day-to-day front-office usage and client engagement needs

Operations

Review and improve operational workflows supporting product servicing and client instructions

Identify opportunities for process simplification automation and stronger controls

Capital Markets Product Knowledge (Required)

Working knowledge of:

o Equities

o Fixed income / bonds

o Derivatives (vanilla products and lifecycle events)

Understand how financial product lifecycle events influence advisory lending operational and system processes

Ensure modernization initiatives remain aligned with product structures and constraints

Business Readiness & Adoption

Support the rollout of new processes tools and platforms

Contribute to:

o Process documentation

o Training inputs

o User guidance materials

o Stakeholder communication

Help ensure smooth adoption of new ways of working

Qualifications we seek in you!

Minimum Qualifications

BTECH

Preferred Qualifications/ Skills

• Produce structured documentation including:
  • Requirements specifications
  • Business rules
  • Process maps
  • System interaction diagrams
  • Data dependencies
• Support business testing activities

Perform Pre-UAT readiness validation

Assist users during UAT cycles by clarifying workflows and expected outcomes

Act as a link between business stakeholders and technology delivery teams

Facilitate workshops walkthroughs and requirement validation sessions

Provide clear documentation and status updates to stakeholders and program leadership

Experience working as a Business Analyst within Wealth Management or Private Banking

Experience supporting process improvement or platform modernization initiatives

Strong capital markets product knowledge

Understanding of front-to-back wealth management processes

Experience working with technology delivery teams

Investment advisory and portfolio servicing processes

Wealth lending and collateralized products

Operational product servicing workflows

CRM portfolio lending and operational platforms

Data flows and reporting dependencies

Risk and control considerations within wealth management

Strong communication across business and technology stakeholders

Structured and detail-oriented approach

Good workshop facilitation skills

Comfortable working in evolving delivery environments

Strong sense of ownership and accountability

Why join Genpact

• Lead AI-first transformation Build and scale AI solutions that redefine industries

• Make an impact Drive change for global enterprises and solve business challenges that matter

• Accelerate your careerGain hands-on experience world-class training mentorship and AI certifications to advance your skills

• Grow with the best Learn from top engineers data scientists and AI experts in a dynamic fast-moving workplace

• Committed to ethical AI Work in an environment where governance transparency and security are at the core of everything we build

• Thrive in a values-driven culture Our courage curiosity and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress

Come join the 140000 coders tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.

Lets build tomorrow together.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race color religion or belief sex age national origin citizenship status marital status military/veteran status genetic information sexual orientation gender identity physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity customer focus and innovation.
Furthermore please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a starter kit paying to apply or purchasing equipment or training.