(Senior) Business Analyst – Wealth Management & Advisory Platforms

The role

This person will support a major global Private Banking transformation by redesigning the end-to-end Investment and Advisory landscape. They will translate business, investment, and regulatory requirements into platform requirements for the Aladdin Wealth platform.

What you will do

• Design end-to-end Investment Advisory journeys.
• Define requirements for Suitability and Profiling.
• Develop requirements for Portfolio Construction and Advisory.
• Support DPM / Discretionary Portfolio Management capabilities.
• Translate business requirements into BRDs, Use Cases, Business Rules, User Stories and MVP Backlogs.
• Support implementation, User Acceptance Testing (UAT) and regional rollouts.

Required qualifications

• 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.

Benefits

• Private health care & paid sick days
• 25 vacation days
• 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 space
• Yoga lessons, mental health webinars, running challenges, sports activities, or volunteering days
• Technical and soft skills training, professional certifications, and full access to the Udemy online learning platform
• Personal coach to support development

Before you apply

• Screening Call – Introductory chat with our recruiter
• Technical Interviews (1-2 rounds, depending on the project)

About the company

Capco specializes in management consulting and software development, partnering with leading international banks and insurance companies across Western Europe.