Ritesh Kumar

About Ritesh Kumar

I am a results-driven Business Analyst with 5 years of experience bridging the gap between business needs and technology solutions across diverse domains, including Financial Services, Investment Banking, Retail Operations, HRMS And Real State. My career has been defined by a passion for optimizing processes, enhancing user experiences, and enabling data-driven decision-making.Currently working at FNZ, I support the Bank of Montreal Canada Investment Banking team in Canada, where I collaborate with stakeholders to drive digital transformation and streamline wealth management solutions for institutional and high-net-worth clients.My core strengths lie in:Business Requirements Gathering: Translating complex business needs into clear, actionable functional specifications.Stakeholder Management: Acting as a trusted liaison between business, technical, and QA teams.Process Improvement: Identifying inefficiencies and implementing changes that improve operations and reduce costs.Data Analysis & Visualization: Leveraging tools like SQL and Power BI to derive insights and support strategic initiatives.Agile Delivery: Working in fast-paced environments using Agile and Scrum methodologies to ensure iterative value delivery.Over the years, I’ve developed deep cross-functional expertise by working on:Digital Wealth Management Platforms (Financial Services)Capital Markets and Investment Banking ToolsRetail Sales & Inventory Management SystemsHRMS & Real State DomainWith a strong analytical mindset, a collaborative work ethic, and a continuous learning attitude, I aim to drive impactful outcomes in every project I contribute to.

Experience

1. Business Analyst

   FNZ

   Feb 2025 — Present · Gurugram, IN

   As a Business Analyst at FNZ, I am embedded within the BMO Investment Banking division in Canada, supporting strategic initiatives that enhance digital platforms and operational efficiency for high-net-worth and institutional investment services.Key Responsibilities:Collaborating with cross-functional teams from FNZ and BMO to deliver end-to-end solutions across wealth management and investment banking platforms.Gathering and documenting business requirements from key stakeholders, translating them into functional specifications.Supporting system integrations, data mapping, and platform migrations as part of BMO’s digital transformation roadmap.Conducting gap analysis, process optimization, and impact assessments to align business needs with FNZ’s configurable wealth management technology.Working closely with developers, testers, and product owners to ensure timely and high-quality delivery of platform features and enhancements.Contributed to improving client onboarding journeys and advisor experience through continuous process improvements.

Education

• Indira Gandhi National Open University

  Master of Business Administration - MBA

• IHM Kurukshetra, Haryana

  Bachelor of Science - BS, Hospitality Administration/Management