Wealth Management Mobile App – Business Analyst Interview Case Study

The following was a question given to a candidate for a Business Analyst role during their interview process.


We are looking to build a new messaging application to integrate into the WIN (Wealth Intelligence) Platform to allow Wealth Management Firms to communicate directly with their clients. The WIN Platform utilizes Bootstrap with Angular.

The application will allow communication between Clients (end investors) and the Client’s Investment Manager. Please include as much functionality that a messaging application of this nature might require and sufficient functionality to allow the Wealth Management Firm to manage the application.
Feel free to talk about any ideas you have for extending the product in the future.
Interview Preparation



Based on the brief above and resources below, we would like you to prepare a high-level product backlog to deliver your proposed solution. Please prepare a presentation beforehand to demonstrate the output of the task. This could be accompanied with any supporting documentation as you see fit. Example documentation might be:

• Wireframes, Mock ups and Other Visual Documentation
• UML Diagrams
• User Stories
• Business Requireme
nt Document
• Functional requirement specification
• Test case




You should be prepared to present your backlog and a high-level overview of your solution to the brief.

This should include justification of any software, frameworks or approaches you have used. You can use any resources you have available; this includes; software, frameworks or methodologies you prefer. Internally we use Jira as our product management tool and use the framework Scrum.

Please use whatever you are comfortable with – hand drawn diagrams, pens, PowerPoint presentations via screen share and post-it-notes are perfectly acceptable too.

 


 

Find other BA interview case studies here.

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