Avani Sharma
Bengaluru
Summary
Senior Business Analyst with 5+ years of experience in Wealth Management and Business Analysis. Skilled in Agile and Waterfall methodologies, product ownership, and end-to-end solution delivery. Currently at Broadridge (Waterfall) with prior success at J.P. Morgan (Agile). CSPO certified, with strong expertise in core banking and wealth advisory.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Business Analyst
Broadridge
05.2024 - Current
- Working as a core member of the Wealth Management product team, delivering client onboarding product enhancements for advisory firms in a structured Waterfall methodology.
- Drafting Business Requirement Documents (BRDs) and Functional Requirement Documents (FRDs) by translating user needs into comprehensive technical specifications.
- Writing user stories with well-defined acceptance criteria when collaborating on hybrid projects, ensuring development clarity and test traceability.
- Creating detailed test plans, executing test cases, and supporting end-to-end UAT efforts with internal QA teams and business stakeholders.
- Leading requirements gathering workshops with wealth domain experts, compliance officers, and operations teams to define enhancements and resolve gaps.
- Driving documentation cycles, requirement sign-offs, and maintaining the business rules repository through structured communication and coordination.
- Currently building a roadmap for a custom conversational wizard that calculates average weekly wages for insurance claims.
- Working with senior leadership and other stakeholders to map out long-term roadmap items and align current releases with organizational objectives.
Analyst – Front Office AWM
J.P. Morgan Chase & Co.
11.2020 - 08.2023
- Worked in an Agile-based environment, operating as both a Wealth Management and Business Analyst hybrid, supporting high-touch investment advisory processes and digital transformation.
- Acted as a key liaison between wealth managers, product teams, and developers, helping translate advisory workflows into digital solutions.
- Supported multiple system enhancement projects focused on investment fee modelling, performance benchmarking, and cross-asset comparison analysis.
- Defined and documented business and user requirements for onboarding platforms, fee analysis dashboards, and personalized performance reports.
- Contributed to gathering requirements to develop a central dashboard tool designed to consolidate cross-border documentation and streamline regulatory compliance.
- Coordinated with QA teams to define pragmatic UAT scenarios, test coverage, and regression plans across multiple enhancements.
Wealth Manager
Purnartha Investment Advisors
02.2019 - 12.2019
- Acquired and serviced HNI/UHNI clients by presenting Purnartha’s equity research-based advisory services.
- Generated 1000+ leads, conducted 50+ independent investor meetings, and secured ₹58+ lakh AUM, resulting in approximately ₹15 lakh revenue.
- Ensured strong client relationship management and onboarding support, addressing objections and building trust-based engagement.
Education
MBA/ PGDM - Marketing & Finance
Sri Balaji Society
Pune04.2019
BBA -
DAVV
Indore01.2016
Skills
- Business Analysis
- Agile methodology
- Waterfall methodology
- Facilitation of user acceptance testing
- Test design and execution
- Product roadmap development
- Backlog management
- Collaborative stakeholder management
- Cross-functional Team Collaboration
- Database querying
- Power BI dashboard development
- JIRA project management
- MS Office Suite
- VBA
- Confluence
- Visio
Certification
- Certified Scrum Product Owner (CSPO), Scrum Alliance, 04/01/25, Present
- Business Analysis Modelling Skills & Techniques, Udemy, 04/01/24, Present
- Power BI for Beginners, SkillUp by Simplilearn, 04/01/24, Present
- Certified Investment Adviser (NISM Series X-A), 01/01/19, Present
Languages
English
Hindi
Honor Awards
- Quarterly Excellency Award, For outstanding client servicing, J.P Morgan
- Step Up Award, For cross-functional stakeholder management, J.P Morgan
Timeline
Senior Business Analyst
Broadridge
05.2024 - Current
Analyst – Front Office AWM
J.P. Morgan Chase & Co.
11.2020 - 08.2023
Wealth Manager
Purnartha Investment Advisors
02.2019 - 12.2019
MBA/ PGDM - Marketing & Finance
Sri Balaji Society
BBA -
DAVV
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