Business Analyst , India at Photon

, tamil nadu, India -

Full Time

Start Date

Immediate

Expiry Date

16 Aug, 26

Salary

0.0

Posted On

18 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Envestnet MoneyGuide, Unified Managed Account Platform, Business Analysis, Requirement Gathering, Financial Planning, UAT Planning, BRD/FRD Documentation, Agile Delivery, API Integration, Wealth Management, Workflow Optimization, Vendor Coordination, Data Mapping, User Stories, Risk Assessment, Digital Portal Management

Industry

IT Services and IT Consulting

Description

JD We are seeking an experienced Sr. Business Systems Analyst with deep expertise in Envestnet MoneyGuide and Unified Management Platform. The candidate must have strong domain knowledge in IT, financial planning, managed accounts, and advisor-client digital portals. The role involves requirement gathering, platform enhancement, workflow optimization, vendor coordination, and supporting platform adoption across advisory and client channels. Key Responsibilities • Act as SME for Envestnet-Yodlee MoneyGuide & Unified Managed Account Platform (UMA). • Gather business requirements, document processes, and create functional specifications. • Collaborate with product, tech, vendor, and advisory stakeholders for platform enhancement initiatives. • Lead MoneyGuide & UMA feature upgrades, configuration, and integration workflows. • Support advisor & client portal interactions, digital journeys, onboarding, reporting, rebalancing. • Perform UAT planning, execution, ticket management & validation testing. • Generate process documents, training content, and help guides for advisors and users. • Knowledge of APIs used for integration with Wealth and Third Party Systems • Troubleshoot platform issues with Envestnet and other vendor teams. Required Skills & Qualifications • 5–10+ years experience in Wealth Management/Financial Advisory environment. • Hands-on use of Envestnet MoneyGuide platform and Unified Managed Account Platform. • Strong understanding of financial planning, goal projections, risk assessment, and UMA programs. • Ability to write BRDs, FRDs, user stories, workflows, and data mapping documents. • Experience in agile delivery, UAT testing, and advisor-client technology platforms. Preferred Skills • Knowledge of portfolio accounting tools like Orion, Black Diamond or Tamarac. • Certifications such as CFP, CFA, or equivalent preferred. • Experience working with financial advisor digital strategy and platform architecture.

Responsibilities

Act as a Subject Matter Expert for Envestnet-Yodlee MoneyGuide and UMA platforms to drive platform enhancements and workflow optimization. Lead requirement gathering, functional specification creation, and UAT execution to support advisor and client digital journeys.