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AmpsTek - Product Analyst - Wealth Management Domain

Ampstek
Mumbai
7 - 9 Years

Posted on: 04/08/2025

Job Description

Title : Product Analyst (AI and Asset/Wealth Management)

Location : Mumbai, India (Onsite)

Job Description :


We are seeking a highly skilled and analytical Technical Business Analyst / Product Analyst with a strong background in the Asset and Wealth Management Domain, combined with hands-on experience in Artificial Intelligence (AI) technologies, including LLMs like GPT, NLP, and AI-driven solutions.

The ideal candidate will play a critical role in bridging the gap between business objectives and cutting-edge AI solutions, driving innovation and digital transformation initiatives.


Key Responsibilities :


- Collaborate with stakeholders to gather and analyze business requirements related to AI product implementation in the Asset and Wealth Management domain.


- Translate business needs into clear, actionable product and technical requirements for development teams.

- Drive AI product roadmap planning and help prioritize features with tangible business impact.

- Conduct deep-dive analyses of wealth and asset management data to identify opportunities for AI automation, personalization, and process optimization.

- Partner with data scientists, machine learning engineers, and AI architects to develop and validate AI models, especially LLM-based use cases like document summarization, intelligent chatbots, fraud detection, etc.

- Lead proof-of-concept (PoC) and pilot projects for AI/ML applications in products such as portfolio risk assessment, client service automation, KYC, compliance monitoring, etc.

- Monitor AI model performance, suggest continuous improvements, and ensure explainability and regulatory compliance.

- Stay up-to-date with the latest AI advancements (especially GPT-4/LLMs), asset and wealth management regulations, and competitive intelligence.


Required Qualifications :

- 7+ years of experience as a Business Analyst or Product Analyst, with at least 2 years in AI/ML or Generative AI-related initiatives.

- Proven experience in the Asset and Wealth Management industry (e.g., portfolio management, compliance, AML, KYC, client onboarding, investment advisory).

- Familiarity with AI tools, frameworks, and platforms (e.g., OpenAI GPT, Azure OpenAI, Hugging Face, LangChain, etc.)

- Strong understanding of AI concepts such as NLP, machine learning pipelines, LLM fine-tuning, embeddings, and vector databases.

- Ability to write detailed BRDs, PRDs, and user stories with technical depth.

- Experience working in Agile/Scrum environments.

- Proficiency in SQL, Excel, and at least one data visualization or analysis tool (e.g., Power BI, Tableau, Jupyter Notebooks).

- Excellent communication skills with both technical and non-technical stakeholders.


Preferred Qualifications :


- Formal coursework or certification in AI, Machine Learning, or Data Science (e.g., Coursera, Stanford, DeepLearning.AI, etc.)

- Hands-on experimentation with GPT APIs or prompt engineering in real-world projects.

- Experience with AI use cases such as intelligent document processing, customer chatbots, RAG pipelines, or automated decision-making.

- Exposure to MLOps, AI model monitoring, and explain ability frameworks.


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