Capital Markets Consultant

Infosys•Charlotte, NC

fulltime

Consulting, Information Technology, and Sales

4+ years

About the role

Infosys is seeking a Capital Markets/Wealth Management Consultant - In this role, you will provide business, domain, and analytical expertise and coordinate day‑to‑day deliverables for Capital Markets and Wealth Management initiatives within an Agile delivery environment. You will work closely with business stakeholders, product owners, Scrum Masters, and technology teams to translate complex business needs into actionable requirements and data‑driven insights. You will have the opportunity to collaborate with some of the best talent in the industry to create innovative high quality and defect-free solutions to meet our clients’ business needs. You will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued.

Required Qualifications

Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
Candidate must be located within the commuting distance of Dallas, TX or Pennington, NJ or Charlotte, NC or be willing to relocate to any of these locations. This position may require travel to project locations.
Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
At least 4 years of experience with Information Technology.
Strong domain expertise in Capital Markets and/or Wealth Management.
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.
Hands‑on experience in writing - Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), User Stories with clear acceptance criteria.
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.

Preferred Qualifications

Experience in Capital Markets and/or Wealth Management.
Experience working with wealth management platforms, OMS, PMS, CRM, or advisory tools.
Knowledge of regulatory and compliance requirements (SEC, FINRA, MiFID II, AML/KYC).
Business Analysis or Agile certifications (CBAP, PMI‑PBA, SAFe BA, CSM) are a plus.
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams .
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.
Proven ability to work effectively with cross-functional teams, including Front Office, Middle Office, and Operations
Skilled in developing comprehensive business analysis documentation, including BRDs, functional flows, and test cases
Ability to navigate JIRA and Confluence docs.
Participation in agile development working model.
Ability to work in team environment and client interfacing skills.
Experience and desire to work in a Global delivery environment.
Strong analytical, problem‑solving, and critical‑thinking skills.
Excellent communication skills, with the ability to engage both technical and non‑technical stakeholders.

Estimated annual compensation range for candidate based on Pennington, NJ will be Min - $76,145 to Max - $98,989.

Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: -

Medical/Dental/Vision/Life Insurance.
Long-term/Short-term Disability.
Health and Dependent Care Reimbursement Accounts.
Insurance (Accident, Critical Illness, Hospital Indemnity, Legal).
401(k) plan and contributions dependent on salary level.
Paid holidays plus Paid Time Off.

The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.

About Us Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.

EEO Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

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