Job Description

BA- Trading & Asset Servicing

Experience- 3 Yrs to 15 Yrs.

Location- Pune/Bangalore


What’s this role about?


Senior Business Consultant will work on implementation of Trading & Asset Servicing Products and will manage a team of business consultants. The business consultant should have a good understanding of any one of the following areas- Investment & Fund Accounting, Trade Order Management, Post Trade Processing, Trade Surveillance, Reconciliation, Private debt and credit Middle office /Fund Admin and Capital Markets in general. Additionally, the consultant must have implemented at least 1 vendor product in the area of trading/ asset servicing Candidate should have experience of leading a team of consultants.


Candidates who have business analysis, requirements gathering, product implementation and agile methodology experience will be considered.

EDUCATION REQUIREMENTS : MBA Finance.

Candidate should have experience of leading a team of consultants.


Here’s how you’ll contribute:

As a Business Consultant, you will be instrumental in shaping client success by partnering with stakeholders and internal teams to deliver forward-thinking solutions that address business objectives and transform the way financial transactions are managed globally.


Key Responsibilities

  • Act as a primary point of contact during software deployment, handling client questions, troubleshooting issues, supporting new process implementations, and providing hands-on guidance during system conversions.
  • Design and optimize business workflows tailored to client requirements while adhering to industry benchmarks and best practices.
  • Perform in-depth data analysis, product alignment, and client consultations to capture and document data needs for effective software utilization.
  • Create comprehensive data mapping and transaction flow documentation to ensure precise field-level data migration.
  • Conduct rigorous system testing to confirm that customized solutions meet client-specific expectations.
  • Lead readiness assessments and monitor progress to ensure smooth and successful system transitions.
  • Deliver client training sessions on newly implemented platforms and operational processes.
  • Provide ongoing assistance for system configuration and performance optimization.
  • Collaborate directly with clients, which may include on-site visits for consultation and implementation support

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