Jobs › Companies › Capco › (Senior) Business Analyst – Wealth Management & Advisory Platforms

Über diese (Senior) Business Analyst – Wealth Management & Advisory Platforms Stelle bei Capco

Capco · Vor Ort · Czech Republic

Shape the Future of Financial Services with Capco

At Capco, we specialize in management consulting and software development, partnering with leading international banks and insurance companies across Western Europe. Our innovative approach and collaborative culture make us the ideal place for professionals looking to make an impact in financial services technology.

Want to learn more about our culture and people? Visit us: Capco Careers Slovakia


Why Join Us?

  • Prestigious Clients & Exciting Projects – Work with top-tier banks on transformation projects that redefine financial services.
  • Continuous Learning & Development – Access to technical and soft skills training, professional certifications, and full access to the Udemy online learning platform.
  • Flexible Work Environment –  we provide flexibility to work remotely from the home office within Czech Republic.
  • Attractive Benefits Package:
    ✅ Paid sick days
    ✅ 25 vacation days (regardless of age)
    ✅ Monthly cafeteria allowance (1.285 CZK/month) or contribution to the 3rd pillar
    ✅ Fully paid meal vouchers
    ✅ Multisport card with employer contribution
    ✅ Smartphone with 1TB data + Laptop
  • Well-being & Community Engagement – Join mental health webinars, running challenges, sports activities, or participate in our volunteering days.
  • Competitive Compensation (adjusted based on experience) + annual bonus & benefits package.
  • Long-term career – Indefinite period contract with opportunities for career growth.

The Role

We are looking for a (Senior) Business Analyst to support a major global Private Banking transformation aimed at redesigning the end-to-end Investment & Advisory landscape.

As part of the programme, Aladdin Wealth will be introduced as the strategic global platform for Advisory and Portfolio Construction. At the same time, the entire investment value chain will be transformed – from Client and Relationship Manager journeys, service models and profiling to Suitability, Portfolio Construction, Discretionary Portfolio Management, Execution, Reporting and Servicing.

You bring strong functional expertise in Private Banking, Wealth Management and Investment Advisory processes and will help translate complex business, investment and regulatory requirements into clear, actionable platform requirements. You will play a key role in harmonising Advisory journeys and Investment Services across regions, while also supporting the simplification and decommissioning of selected legacy platforms.

Your Responsibilities

  • Design end-to-end Investment Advisory journeys – from service model selection, Client Profiling and Suitability through to Portfolio Construction, investment proposals, Execution and Reporting.

  • Define requirements for Suitability & Profiling, including risk, Knowledge & Experience, ESG, Eligibility and investment restrictions.

  • Develop requirements for Portfolio Construction and Advisory, including Asset Allocation, investment models, risk considerations and client-specific restrictions.

  • Support DPM / Discretionary Portfolio Management capabilities, including portfolio setup, monitoring, rebalancing and lifecycle servicing.

  • Translate business requirements into BRDs, Use Cases, Business Rules, User Stories and MVP Backlogs, and support implementation, User Acceptance Testing (UAT) and regional rollouts.


Skills and Expertise

  • Extensive Business Analysis experience in Private Banking, Wealth Management, Investment Advisory or Investment Platform environments.

  • Strong understanding of end-to-end Investment Advisory journeys, including Client Profiling, Suitability and advisory processes.

  • Knowledge of Portfolio Construction, DPM / Portfolio Management and related investment processes.

  • Understanding of securities, investment products, Investment Services and Execution within a Wealth Management environment.

  • Experience in complex Wealth Management platform transformations, with the ability to translate business and regulatory requirements into actionable implementation requirements.


Your Hiring Journey

✅ Screening Call – Introductory chat with our recruiter
✅ Technical Interviews (1-2 rounds, depending on the project) – Discuss your skills with our experienced Capco colleagues
✅ Feedback & Offer – Receive an offer to join our team!


Why Capco? Because You Matter.

At Capco, we prioritize your career growth and well-being. You will have a personal coach to support your development and a flat hierarchy that encourages you to share and implement your ideas. Plus, our team events, sports activities, and networking opportunities help you stay connected and engaged beyond work.

Curious to learn more? Apply now – it only takes 5 minutes!

#fulltime 

Bereit, sich bei Capco zu bewerben?
Bei Capco bewerben

Ähnliche Jobs

CA
(Senior) Business Analyst – Wealth Management & Advisory Platforms
Capco
⚡ Früh bewerben Czech Republic - Brno Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 4 Tg.
TF
Operation Business Analyst
Thermo Fisher Scientific
⚡ Früh bewerben Brno, Czechia Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 4 Tg.
MSD
Senior Technical Business Analyst (IAM / CIAM)
MSD
⚡ Früh bewerben CZE - Central Bohemian - Pragu... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 1 Wo.
Everpure
Principal Business Systems Analyst
Everpure
⚡ Früh bewerben Prague, Czech Republic Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 2 Wo.
Wrike
Business Systems Security Analyst
Wrike
⚡ Früh bewerben Estonia - Remote Hybrid
● Neu 👁 Gesehen ✓ Beworben vor 3 Wo.
Wrike
Business Systems Security Analyst
Wrike
⚡ Früh bewerben Nicosia Hybrid
● Neu 👁 Gesehen ✓ Beworben vor 3 Wo.
Wrike
Business Systems Security Analyst
Wrike
⚡ Früh bewerben Prague Hybrid
● Neu 👁 Gesehen ✓ Beworben vor 3 Wo.
NTT
Business Intelligence Analyst
NTT
⚡ Früh bewerben Prague, Czech Republic Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 4 Wo.
Chanel
Sales & Business Analyst, Fragrance & Beauty (Eastern Europe / EE)
Chanel
⚡ Früh bewerben Nové Město Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 1 Mon.

Registrieren für Vorschläge, die auf die von Ihnen geöffneten Jobs und gespeicherten Suchen zugeschnitten sind.

Mehr Jobs bei Capco

Alle Jobs bei Capco ansehen →

Jetzt bewerben
🤖

Moment — langsam

JobsRadar wurde für echte Menschen gebaut, die eine schwere Zeit bei der Jobsuche haben — nicht für automatisierte Anfragen. Sie klicken viel zu schnell und sind jetzt vorübergehend blockiert.

Kommen Sie später wieder. Wenn Sie wirklich auf Jobsuche sind, stehen wir hinter Ihnen — verhalten Sie sich einfach wie ein Mensch.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Verschaffe dir einen Vorsprung bei der Jobsuche.

Tritt unserem Telegram-Kanal bei für das, was dir hilft, die Stelle zu bekommen — Gehaltsbenchmarks, den wöchentlichen Marktpuls und neue Feature-Drops. Kein Spam, nur Signal.

Dem Kanal beitreten — kostenlos