Position Overview

Job Title : Business Analyst - Portfolio Management & Solutions (AVP)

Location : Mumbai

About Wealth Management

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer affluent clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.

As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations. We create lasting value for clients. We develop bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate & Investment Bank and Deutsche Asset Management. We combine financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships.

The IPB Agile Portfolio Management Squad

The IPB Agile Squad does support the Business and delivers small to large business and/or IT changes, planned and executed as per Agile framework. The Squad delivers
• Portfolio Solutions
• Investment Idea Management
• Efficiency related improvements (both Execution and Post Execution);
• Regulatory, Compliance and Audit related needs;
• Technical projects and other deliveries that will not be part of the BA role perimeters.

The Squad is composed of Business Analysts, Technical Analysts, Developers. The Product Owner drives the Book-of-Work, supported by the Scrum Master who keeps tracks of progresses (JIRA user stories) and may also lead some deliveries (mainly IT related).

What we will offer you:

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under child care assistance benefit (gender neutral)
• Flexible working arrangements
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities:

The Business Analysts do report to the Product Owner. They are facing the Business and rely on all necessary contributors (both CTB Agile and RTB BAU teams) to scope, plan and execute the Business Projects assigned to them.

As the Portfolio Management Squad is facing Front-Office stakeholders (Dealers, Bankers, Investment Managers, COO & Control teams), it is important for the Business Analysts to be able to adapt to changing priorities during the course of a sprint
• Planned works, as defined in the Agile Roadmap;
• Unplanned works on the back of new Audit / Compliance needs for instance;
• Level 3 support on critical incidents that may occur.

Missions:
• Capture the voice of the customers in order to scope the changes: Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements. Think outside the box, always consider business need, and be prepared to challenge the stakeholders. Any solution must be cost-optimum;
• Good Investment product and Regulatory controls knowledge.
• Ideate the problem statement and come up with creative solutions / ideas.
• Define the initiative with product owner with critical paths laid out clearly
• Formalize the business requirements (Confluence Project Page and JIRA user stories): document analysis, requirements workshops, surveys, business process descriptions (As-Is and Target workflows), use cases, scenarios.
• Define and Lead the adequate governance for each business deliveries;
• Execution of the delivery plan, anticipate and trouble shoot issues, escalate any deviations against the plan on a timely manner. Think out of the box to plan and adapt.
• Formalize the test plan and the detailed test cases, approved by the stakeholders.
• Participate in UAT leading to sign off.
• Update the Business operational procedures and ensure the business readiness, which includes users training and handover to BAU teams (both operational and IT);
• Ensure post go live follow up with all relevant Business and IT Teams;
• Ensure the good relationship and maintain strong momentum from all contributors
• Report on the progresses, risks and issues. Escalate to the product owner on a timely manner;
• As part of innovation, to drive and improve front to back operational efficiencies and employee productivity through platform and process improvement initiatives;
• Build expertise in a few areas and share this acquired knowledge across the Team.

Your skills and experience:
• 10+ years of experience in the Financial Industry (CIB and/or Wealth Management), exposure Portfolio solutions, or Front office experience
• Business facing Analyst, with significant experience (>4+ years) in Risk management, Portfolio analytics, who has preferably worked with Front-Office stakeholders as well as all actors of the front-to-back chain;

Including:
• Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements;
• Good understanding of Finance Technology, ability to work with Developers and Architecture teams;
• Working knowledge of Risks, Operations practices, Control framework, regulation and managing client books.
• Good vendor management skills
• Project Management experience with Agile methodology, as well as waterfall.
• Excellent interpersonal skills: good negotiation and conflicts management skills, able to build momentum / define consensus.
• Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, managers, and subject matter experts. Be able to adapt to the interlocutor.
• Structured, organized and results oriented approach, demonstrating a high level of diligence and attention to detail and the ability to ensure high quality and consistency in the deliverables produced;
• Ability to manage relationship with other business stakeholders, COO Office, Business Integrity & Control Functions along with IT teams (users, development, architecture, integration?)
• Ability to multi task, be flexible and allocate time according to moving priorities.

How we’ll support you:
• Training and development to help you excel in your career
• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About Us And Our Teams

Please visit our company website for further information:

https://www.db.com/company/company.htm

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Click here to find out more about diversity and inclusion at Deutsche Bank