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About the Role

Seeking a Business Systems Analyst with expertise in Wealth Management and Capital Markets operations to support the end-to-end trade lifecycle. This role involves bridging business and technology teams to deliver trading platform enhancements, process improvements, and production support.

Responsibilities

• Managed end-to-end trade processing from order entry, validation, routing, execution, allocation, settlement, and reporting.
• Analysed trade status throughout the lifecycle, including Order Management System (OMS) and trade amendments/cancellations.
• Analysed impacts of complex option trades on client portfolios and account buying power.
• Supported business requirements related to derivative trading workflows and risk controls.
• Analysed buying power availability and calculated buying power impacts.
• Conducted requirement elicitation sessions with Wealth Management, Trading, Operations, Compliance, and Technology teams.
• Produced documentation for business analysis.
• Facilitated stakeholder workshops and gap analysis sessions.
• Supported Agile/Scrum delivery methodologies and participated in sprint planning, backlog grooming, and UAT activities.

Requirements

• Strong knowledge of Wealth Management and Capital Markets operations.
• Expertise in trade order management, trade execution workflows, market data integration, order amendments/cancellations, settlement processes, and regulatory compliance.
• Strong understanding of advanced trading concepts including multi-leg option strategies, long/short positions, buying power calculations, margin requirements, and real-time portfolio impacts.
• Experienced in bridging business and technology teams.
• Experience supporting Agile/Scrum delivery methodologies.

Skills

• Wealth Management
• Capital Markets
• Buying Power Calculations
• Margin Accounts
• Trade Lifecycle Management
• Order Management System (OMS)
• Market Data Integration
• Regulatory Compliance
• Agile/Scrum