Business Analyst - Wealth Management (Xico) (Valle de Chalco Solidaridad)

About the Role

We are looking for an experienced business analyst with strong wealth management, capital markets, and asset management domain expertise to work closely with business stakeholders, product owners, and technology teams. The role focuses on gathering and translating business requirements into functional specifications across wealth management platforms, including advisory, brokerage, portfolio management, and client reporting.

Required Skills & Experience

• 10 years of experience as a Business Analyst in the Wealth Management / Asset Management / Capital Markets domain.
• Strong understanding of WM products and services: Advisory & discretionary portfolio management, Mutual funds, equities, fixed income, alternatives.
• Client onboarding and account opening.
• Trade lifecycle and execution.
• Strong documentation skills (BRD, FRD, user stories, process flows).
• Experience working with Agile and/or Waterf...