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Mid-level product BA title, metro location, and common skillset drive high applicant competition.
Requires capital markets, trade lifecycle and portfolio management expertise, limiting cross-industry transferability.
Explicit 5–8y capital markets BA requirement and specialized domain knowledge make shortlisting strict.
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Own the development and enhancement of data ingestion and transmission interfaces integrating with third-party vendors in the financial services domain.
Define requirements, design solutions, and create test plans to enable straight-through processing within portfolio management solutions.
Manage strategic roadmap initiatives independently, collaborate with cross-functional teams and stakeholders, and strengthen client and broker relationships.
Bachelor’s Degree in Finance, Accounting, or Engineering.
5-8 years of experience as a Business Analyst in capital markets or investment banking domain.
Strong knowledge of financial products including Equities, Futures, Options, Fixed Income, and OTC instruments.
Solid understanding of trade lifecycle, portfolio management, fund accounting, and cash management.
Experienced working independently in cross-functional and matrix organizations with strong communication skills for engaging senior management.
Proficient in data analysis with ability to assess risks and deliver tactical/strategic workflow solutions in financial product interfaces.
Familiarity with product-focused environments, including interface/connectivity teams and knowledge of industry SaaS platforms is a plus.