Business Analyst(Preference given to the candidates who already cleared or appearing for CFA Level 1)

DistrictD

Website: districtd.co
Job details:

(Note: 1. Candidates having experience as Business Analyst(in Power BI Dashboard creation), please do not apply for this job post.)

About us:

DistrictD(Utopian Dreams Pvt. Ltd.) provides cutting-edge technological solutions serving the leading financial institutions in India across Wealth Management, Asset Management and Financial Research & Analytics.

DistrictD aims to bring technology and data into investment decision making to provide tailor-made solutions for cutting edge Stock Research, Financial Analytics, Portfolio Analysis & Monitoring, Automated Client Reporting & Engagement across asset and wealth management.

DistrictD has been operational for more than 8 years now with a team size of ~100 Employees. DistrictD is building the next gen investment research platforms for professional investors. Our revolutionary online product, DistrictD (https://www.districtd.co/) is fundamentally changing the way people think and evaluate their investments in the equity markets. The team is led by highly pedigreed people having worked in global financial institutions and leading technology companies. We have esteemed clientele involving Kotak Mahindra Bank, Motilal Oswal Financial Services, Axis Securities, JM Financial, Avendus and Ambit Capital.

Job Profile:

We're seeking a dynamic and detail-oriented Business Analyst to join our team and act as a critical bridge between clients and internal teams. This role focuses on post-sales client onboarding, requirement analysis, and solution implementation of our products. You will play a pivotal role in understanding client needs, coordinate with developers to align technical solutions, and ensuring a seamless onboarding experience. You have to collaborate with project team and support test planning and working on UAT. To work closely with development team to ensure requirements are accurately mapped as per clients requirements. Also Coordinate with stakeholders to ensure timely and accurate delivery of reports in the required formats. As a Business Analyst at DistrictD, you have to identify trends, deviations, and areas of improvement. Develop and finalize management report templates with the Management team.

Designation: Business Analyst

Tech Stack: Agile Methodology / Project Management / Stakeholder Management

Location: Noida

Key Responsibilities:

Client Onboarding & Engagement:

· Serve as the primary point of contact for clients post-sales, ensuring smooth onboarding on our solutions.

· Conduct platform walkthroughs, product training sessions, and respond to client queries.

· Collaborate with internal teams (tech, support, product) to address client-specific needs and ensure timely resolution of issues.

· Maintain high levels of client satisfaction through consistent, proactive communication.

· Track client health scores, product usage metrics, and support upsell/renewal efforts.

· Log all client communications, tickets, and feedback in internal systems.

Requirement Gathering & Functional Analysis:

· Collaborate with stakeholders to gather and analyze business, functional, and technical requirements.

· Translate requirements into clear documentation such as user stories, BRDs, and process flows.

· Recommend scalable solutions aligned with product capabilities and business needs.

· Create and maintain detailed process flows, data maps, and wireframes.

Project Management & Stakeholder Coordination:

· Act as a liaison between business teams, product managers, and developers.

· Participate in daily stand-ups, project/ deliverables planning and retrospectives.

· Monitor project timelines and manage stakeholder expectations proactively.

Testing & Quality Assurance:

· Prepare test cases and conduct functional testing to validate implementations.

· Support User Acceptance Testing (UAT) and resolve identified issues.

· Ensure system changes comply with data integrity, privacy, and security guidelines.

Qualifications & Skills:

· 1-3 years of experience in Business Analyst (BA) role or related field.

· Strong understanding of Business Analytics, Business Analysis, Communication Management, Documentation, Data Analysis, SDLC and Project Management principles.

· Proficiency in tools such as Advanced Excel, PowerPoint presentations, ability to learn new technologies quickly.

· You must be an excellent problem solver with a passion of self-learning.

· Be an innovative and creative thinker, somebody who is not afraid to try something new

· Good in approaching roadblocks with a solution-oriented mindset rather than just reporting the issue.

Academic Requirements

· Minimum: Bachelor’s Degree in Finance or Master’s Degree or MBA (especially for roles involving Finance)

· Preferred: CFA Level I passed or any certification related to Finance would be added advantage

· Should be good in mathematical calculations

· Must have good knowledge of financial statements and Financial Ratios

Note: - Preferred Immediate Joiner or maximum 30 days’ Notice period.

Role: Business Analyst (BA)

Website: https://districtd.co/app/

Industry: Investment Management

Headquarters: Noida, Uttar Pradesh

• Specialties: Investment analysis, Investments, Equities, Financial Modelling, Valuations, Stock Picking, and Social Network

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