Business Analyst - Asset & Wealth Management jobs in United States
info-icon
This job has closed.
company-logo

Cognizant · 1 week ago

Business Analyst - Asset & Wealth Management

Cognizant is a global community of experts dedicated to helping clients reimagine their business. As a Senior Business Analyst, you will own business requirements for report rationalization and standardization, driving end-to-end reporting flows and ensuring regulatory compliance.

ConsultingIndustrial AutomationInformation TechnologySoftwareSoftware Engineering
badNo H1Bnote

Responsibilities

Lead discovery and AS-IS assessment of reporting inventory; map data sources, dependencies, and decommission candidates (Jasper/OBIE/Oracle Reports)
Define TO-BE reporting standards (templates, styles, KPIs, compliance text, disclosures), pagination rules, and versioning
Write detailed BRDs, user stories, acceptance criteria, and traceability from requirements → test cases → release notes
Partner with Data Engineering to specify SQL/PL/SQL transformations, parameterization, and API consumption patterns
Manage backlog in JIRA; support CI/CD readiness (definition of done, non-functional requirements, UAT sign-off)

Qualification

Client/Investor reportingJasper ReportingOracle SQLPL/SQLData lineageJIRAAWS S3Red Hat LinuxJenkinsTemplate governance

Required

Domain: Client/Investor reporting in Asset & Wealth Management (composites, performance & attribution, disclosures, share classes, fee/expense reporting)
Tools/Tech: Jasper Reporting, OBIE/Oracle Reports; Oracle SQL, PL/SQL, SQL•Plus; MySQL (read/understand); APIs (usage and payload specs); AWS S3, EC2; Red Hat Linux basics; JIRA; Jenkins/CI-CD awareness
Experience: 6–10+ years as BA in AWM reporting; proven rationalization or migration programs; strong data lineage & controls
Must be legally authorized to work in USA without the need for employer sponsorship, now or at any time in the future

Preferred

Template governance frameworks; knowledge of Java-based report integrations
Accessibility/Localization for client communications

Benefits

Medical/Dental/Vision/Life Insurance
Paid holidays plus Paid Time Off
401(k) plan and contributions
Long-term/Short-term Disability
Paid Parental Leave
Employee Stock Purchase Plan

Company

Cognizant

company-logo
Cognizant is a professional services company that helps clients alter their business, operating, and technology models for the digital era.

Funding

Current Stage
Public Company
Total Funding
$0.24M
Key Investors
Summit Financial Wealth Advisors
2025-03-08Post Ipo Equity
2016-11-18Post Ipo Equity· $0.24M
1998-06-19IPO

Leadership Team

leader-logo
Ravi Kumar S
Chief Executive Officer
linkedin
leader-logo
Anil Cheriyan
CTO / EVP Strategy & Technology
linkedin
Company data provided by crunchbase