Business Analyst Project Workshop

Live Requirements Analysis & User Story Workshop

3 Weeks$199
2 hrs x 5-Day Workshop
May 18th - June 1st, 7:30PM to 9:30PM IST (10:00-12:00 Noon Boston)
Enrollment Open till: 24-Jun

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About the course

This workshop intends to transition Business Analyst from "bookish knowledge" to "hands-on experience", making them adept in requirement analysis, user story creation, and acceptance criteria definition though 5 Project case studies

KYC Platform

  • Business and Functional Requirements for KYC Platform
  • User Stories and Acceptance Criteria definition for KYC Platform

Corporate Action Platform

  • Requirements Corporate Action Response System for Asset Managers
  • User Stories for Alerts/ Notification of corporate action events

Securities Reference Data Platform

  • Requirements for integrating New Data sources to Reference Data system

Portfolio Compliance System & Portfolio Rebalancing System

  • Defining Business Rules for Portfolio compliance and Portfolio Rebalancing system

Collateral Management Platform

  • Requirements for Collateral Management Dashboard
  • AI automation POC for Collateral Agreement setup


Who should attend

  • Business Operations Associates in BFS: Professionals from the Banking and Financial Services sector, particularly those in Business Operations roles, looking to pivot into a Business Analyst position and seeking guidance on effectively adapting their skills to this new role.
  • Early Career BAs: Those at the beginning of their Business Analyst journey who are eager to transition from theoretical knowledge to hands-on expertise and truly master their craft.
  • Quality Assurance Professionals: QAs aiming to transition into Business Analyst roles, wishing to understand the intricacies of requirement gathering, user story creation, and acceptance criteria drafting, while leveraging their testing knowledge for holistic project comprehension.

What you will learn

  • Deepened Understanding of Business Applications: Delve deeper into the workings of business applications, understanding their functional components and the synergy between them.
  • Proficiency in Requirement Analysis: Equip BAs with tools and techniques to dissect and discern business requirements for system enhancements effectively.
  • Mastery in Crafting User Stories: Achieve a structured approach to constructing relevant and impactful user stories that cater to the end-users and align with business goals.
  • Expertise in Defining Acceptance Criteria: Learn to draft precise and actionable acceptance criteria that pave the way for successful development and testing phases.
  • Effective Communication Skills: Enhance the ability to present progress with confidence during Agile stand-up calls and engage proactively with cross-functional teams.
  • Confidence Building: Uplift the morale of budding BAs by endowing them with tangible skills, thereby ensuring the development team of their BA's competence.

About the instructor

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Ajit has 20+ years of experience working in the Banking and Capital Markets Business Operations, IT services and consulting.  As a Partner and Practice Head of Wipro Asset & Wealth Management Practice he led a team of 250+ securities and capital markets business analysts and domain consultants. During his tenure at Wipro Ajit has worked on 50+ technology and functional consulting engagements with Custody Banks, Asset Management Firms, Brokerages, and Investment Banks across US and Europe. He is the creator of 'POPULAR' framework for Requirement Analysis and as a coach groomed 300+ Business Analyst. Ajit holds an Engineering degree with MBA in Finance. 

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