Business Analyst - Asset & Wealth Management jobs in United States
cer-icon
Apply on Employer Site
company-logo

Cognizant · 1 day ago

Business Analyst - Asset & Wealth Management

Cognizant is a global community of experts dedicated to helping clients reimagine their business. The Senior Business Analyst will own business requirements for report rationalization and standardization across institutional and wealth channels, driving end-to-end reporting flows and ensuring that regulatory and client-specific SLAs are met.

ConsultingIndustrial AutomationInformation TechnologySoftwareSoftware Engineering
badNo H1Bnote

Responsibilities

Lead discovery and AS-IS assessment of reporting inventory; map data sources, dependencies, and decommission candidates (Jasper/OBIE/Oracle Reports)
Define TO-BE reporting standards (templates, styles, KPIs, compliance text, disclosures), pagination rules, and versioning
Write detailed BRDs, user stories, acceptance criteria, and traceability from requirements → test cases → release notes
Partner with Data Engineering to specify SQL/PL/SQL transformations, parameterization, and API consumption patterns
Manage backlog in JIRA; support CI/CD readiness (definition of done, non-functional requirements, UAT sign-off)

Qualification

Client/Investor reportingJasper ReportingOracle SQLPL/SQLData lineageJIRAAWS S3Red Hat LinuxJenkinsTemplate governance

Required

Domain: Client/Investor reporting in Asset & Wealth Management (composites, performance & attribution, disclosures, share classes, fee/expense reporting)
Tools/Tech: Jasper Reporting, OBIE/Oracle Reports; Oracle SQL, PL/SQL, SQL•Plus; MySQL (read/understand); APIs (usage and payload specs); AWS S3, EC2; Red Hat Linux basics; JIRA; Jenkins/CI-CD awareness
Experience: 6–10+ years as BA in AWM reporting; proven rationalization or migration programs; strong data lineage & controls
Must be legally authorized to work in USA without the need for employer sponsorship, now or at any time in the future

Preferred

Template governance frameworks; knowledge of Java-based report integrations
Accessibility/Localization for client communications

Benefits

Medical/Dental/Vision/Life Insurance
Paid holidays plus Paid Time Off
401(k) plan and contributions
Long-term/Short-term Disability
Paid Parental Leave
Employee Stock Purchase Plan

Company

Cognizant

company-logo
Cognizant is a professional services company that helps clients alter their business, operating, and technology models for the digital era.

Funding

Current Stage
Public Company
Total Funding
$0.24M
Key Investors
Summit Financial Wealth Advisors
2025-03-08Post Ipo Equity
2016-11-18Post Ipo Equity· $0.24M
1998-06-19IPO

Leadership Team

leader-logo
Ravi Kumar S
Chief Executive Officer
linkedin
leader-logo
Anil Cheriyan
CTO / EVP Strategy & Technology
linkedin
Company data provided by crunchbase