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Business Analyst – Wealth Management

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Incedo Inc.
📍 guadalajara, Mexico
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Location guadalajara
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Posted June 19, 2026
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Commute Local Area
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Job Description

About the RoleWe are looking for an experienced business analyst with strong wealth management, capital markets Wealth Management / Asset Management / Capital Markets 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 WM 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 managementMutual funds, equities, fixed income, alternativesClient onboarding and account openingTrade lifecycle and execution- Strong documentation skills (BRD, FRD, user stories, process flows).
- Experience working with Agile and/or Waterfall delivery models.
- Excellent communication and st...

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📍 Location Details

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City
guadalajara
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Country
Mexico
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Commute
Local Area

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