Job Description
Job Description
Insight Global is hiring an experienced Senior Business Analyst with a strong background in Investment Management / Wealth Management to support a new AI‑driven initiative focused on risk monitoring, market intelligence, and workflow automation.
You’ll work directly with Portfolio Managers and Senior Investment Analysts, helping transform early AI‑assisted workflows into a scalable, enterprise-ready cognitive automation platforms (Agents). This is a highly collaborative role for someone confident leading discussions, gathering complex requirements, and documenting clear functional specifications.
AI/ML expertise is not required - just curiosity, strong analytical skills, and comfort using tools like Copilot or ChatGPT.
Responsibilities
- Work directly with Portfolio Managers and Investment Analysts to understand workflows, pain points, and automation opportunities.
- Break down existing AI‑assisted prototypes/POCs and help define a functi...
Insight Global is hiring an experienced Senior Business Analyst with a strong background in Investment Management / Wealth Management to support a new AI‑driven initiative focused on risk monitoring, market intelligence, and workflow automation.
You’ll work directly with Portfolio Managers and Senior Investment Analysts, helping transform early AI‑assisted workflows into a scalable, enterprise-ready cognitive automation platforms (Agents). This is a highly collaborative role for someone confident leading discussions, gathering complex requirements, and documenting clear functional specifications.
AI/ML expertise is not required - just curiosity, strong analytical skills, and comfort using tools like Copilot or ChatGPT.
Responsibilities
- Work directly with Portfolio Managers and Investment Analysts to understand workflows, pain points, and automation opportunities.
- Break down existing AI‑assisted prototypes/POCs and help define a functi...
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