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Infosys · 3 days ago

Business Analyst– Wealth Management & Trust, Infosys Consulting

Bridgewater, NJ

Full-time

Hybrid

Senior Level

$130K/yr - $177K/yr

5+ years exp

Infosys Consulting is a next-generation consulting partner that bridges strategy and execution. The Business Analyst role focuses on improving user experience and driving innovation in wealth management, requiring collaboration across various functions and managing product lifecycle initiatives.

ConsultingInformation ServicesInformation TechnologyIT ManagementSoftware

No H1B

Responsibilities

Functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard

Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities

Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve

Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions

You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events

Qualification

Wealth Management ExperienceBusiness AnalysisChange ManagementUX/UI DesignMachine LearningDesign ThinkingCross-Cultural TeamworkCollaboration SkillsPresentation Skills

Required

Bachelor's degree or equivalent required

Prior work experience of 5+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management & Trust industry

Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms

Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels

Experience of collaborating with teams, comprising both IT and business specialists

Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time

Preferred

Strong knowledge of wealth management industry and business models across North America

Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization

Understanding of Advisory Solutions – Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc

Experience working on industry leading managed account solutions / platforms

Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience

Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary