Arkodoy Chakraborty
Business Analyst - Wealth & Asset Management
Hyderabad
Summary
Business Analyst with 9+ years of experience, specializing in Wealth, Asset Management, Life Insurance, and Retirement Solutions. Extensive domain knowledge in Portfolio Management Systems (PMS), Order Management Systems (OMS), Fees & Billing workflows. Hands-on experience with policy administration platforms, managing policy lifecycle, claims processing, and loan initiation in insurance. Strong understanding of trade lifecycle across equities, bonds, and mutual fund asset classes. Understanding of portfolio rebalancing, drift analysis, compliance rule definition, and OMS workflow design. Expertise in API integrations, system interfaces with custodians and data providers, and handling real-time and EOD market data feeds.
Overview
10
10
years of professional experience
22
22
years of post-secondary education
3
3
Languages
Work History
Senior Business Analyst
CGI India
05.2021 - Current
- Spearheaded delivery of modules like Fees360, Advisor Experience, and Trading Alerts within CGI’s Digital Wealth Platform (DWP)
- Led analysis and solutioning for portfolio construction, rebalancing, and drift monitoring aligned with investor profiles
- Defined pre-trade compliance rules, OMS workflows, and trade validation logic for multi-asset portfolios
- Integrated AUM and transaction-based fee structures into client servicing tools, improving billing accuracy and operational efficiency
- Collaborated with architects and engineering leads to translate features into scalable, microservice-ready components
- Authored BRDs, FSDs, and user stories mapped to business requirements with clear acceptance criteria
- Received 2× Bronze Awards for excellence in delivery and team leadership
Business Analyst
DXC Technology
02.2020 - 05.2021
- Played a key role in a 3-year wmA platform conversion, aligning legacy policy administration systems with new digital architecture
- Gathered requirements and managed stakeholder expectations for policy lifecycle modules, including claims, policy issuance, and loans
- Defined test scenarios, supported UAT phases, and provided go-live transition support for client deployments
- Recognized with DXC Best Performer Award for sustained contribution and high client satisfaction
Product Specialist
Cognizant Technology Solutions
12.2015 - 01.2020
- Led insurance product rollouts across the US, driving localization, compliance, and integration with bodies like NAIC, FIO, DOI, etc
- Conducted gap analysis, requirement elicitation, and system design for retirement and life insurance platforms
- Created and maintained functional documentation, including BRDs and user flows, ensuring alignment with business goals
- Received Cognizant Sub-BU Award for outstanding performance and adding value to our clients
Education
No Degree - Mechanical Engineering
KIIT University
Bhubaneswar, Odisha 04.2001 - 01.2015
No Degree -
Delhi Public School
04.2001 - 01.2010
Skills
Business Analysis
Requirement Gathering & Elicitation
Agile & Kanban Methodologies
Product Owner
Feature Owner
Capital Markets & Wealth Management
Portfolio Management Solution (PMS)
Order Management Systems (OMS)
Multi-Asset Trade Processing
Pre-trade Compliance & Validation
Asset Management - Equity
Bonds
Mutual Funds
Life Insurance & Retirement Solutions
BRD
FSD
User Story Documentation
Stakeholder Management
Feature Analysis
User Journey Mapping
Persona Development
Timeline
Senior Business Analyst
CGI India
05.2021 - Current
Business Analyst
DXC Technology
02.2020 - 05.2021
Product Specialist
Cognizant Technology Solutions
12.2015 - 01.2020
No Degree - Mechanical Engineering
KIIT University
04.2001 - 01.2015
No Degree -
Delhi Public School
04.2001 - 01.2010