Business Analyst – Consumer Banking / Wealth Management

Location: McLean, VA (Onsite)
Experience: 10+ Years
Work Mode: Onsite

Job Description

We are looking for an experienced Senior Business Analyst with strong expertise in Consumer Banking, Wealth Management, and Financial Services. The ideal candidate should have extensive experience gathering business requirements, analyzing business processes, coordinating with stakeholders, and delivering technology-driven solutions in the banking and financial services domain.

Key Responsibilities

• Gather, analyze, and document business requirements from business stakeholders.

• Prepare Business Requirement Documents (BRD), Functional Requirement Documents (FRD), user stories, and acceptance criteria.

• Work closely with business, product, technology, and operations teams to deliver business solutions.

• Analyze banking and financial services processes and identify opportunities for process improvements.

• Support Consumer Banking and Wealth Management initiatives, including banking operations, financial products, and investment-related processes.

• Conduct gap analysis, impact analysis, and business process assessments.

• Coordinate User Acceptance Testing (UAT), prepare test scenarios, and validate business requirements.

• Manage stakeholder communication and ensure alignment between business and technical teams.

• Participate in Agile ceremonies, backlog grooming, sprint planning, and project delivery.

• Support data analysis, reporting, and business decision-making using SQL and other analytical tools.

Required Skills & Qualifications

• 10+ years of experience as a Business Analyst in Banking or Financial Services.

• Strong domain knowledge in Consumer Banking, Retail Banking, or Wealth Management.

• Experience working with banking products, financial services, investment platforms, or wealth management operations.

• Strong experience in requirements gathering, BRD/FRD documentation, and stakeholder management.

• Hands-on experience with UAT, gap analysis, process mapping, and functional documentation.

• Experience working in Agile/Scrum environments.

• Excellent communication, analytical, and problem-solving skills.

• Ability to work with cross-functional business and technology teams.

Preferred Skills

• Experience with SQL and data analysis.

• Knowledge of Capital Markets, Portfolio Management, Investment Management, or Banking Operations.

• Experience with JIRA, Confluence, Tableau, or Power BI.

• Previous experience working with large financial institutions or banking clients.