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About the Role
Join a global financial services organization supporting a sophisticated securities and capital markets technology environment. This role sits within a strategic technology function that partners closely with trading, business, and IT stakeholders to improve platforms, streamline processes, and deliver solutions supporting complex financial products. The environment is collaborative, highly regulated, and focused on translating front-office business needs into scalable technology capabilities.
Responsibilities
- Partner with business stakeholders and technology teams to gather, analyze, and document business and functional requirements.
- Evaluate existing business processes and identify opportunities for optimization, automation, and improved controls.
- Translate complex business needs into clear functional specifications, user stories, workflows, and acceptance criteria.
- Support technology initiatives from requirements through development, testing, deployment, and post-implementation validation.
- Facilitate communication among trading, business, operations, technology, and project stakeholders throughout the delivery lifecycle.
- Develop process maps, reports, dashboards, and supporting documentation used for decision-making and project execution.
- Help drive technology enhancements supporting credit and secured-financing businesses.
Requirements
- 5-7 years of business analysis experience, ideally supporting financial services or capital markets technology.
- Strong experience gathering requirements, conducting stakeholder interviews, facilitating workshops, and documenting functional requirements.
- Demonstrated ability to map business processes and translate business needs into technology solutions.
- Solid understanding of the software development lifecycle and Agile delivery methodologies.
- Experience using tools such as JIRA, Excel, Visio, and Tableau.
- Exposure to modern productivity and AI-enabled tools such as Rovo and Microsoft Copilot is valuable.
- Prior experience supporting credit products, repo, secured financing, securities lending, or securities borrowing is strongly preferred.
- Strong stakeholder management, communication, analytical, and problem-solving skills.
- CBAP, PMI-PBA, SAFe, or similar business-analysis/Agile certification is a plus.
Skills
- Business Analysis
- Capital Markets
- Financial Services Technology
- Requirements Gathering
- Stakeholder Interviews
- Workshop Facilitation
- Functional Requirements Documentation
- Business Process Mapping
- Technology Solutions Translation
- Software Development Lifecycle (SDLC)
- Agile Methodologies
- JIRA
- Excel
- Visio
- Tableau
- Rovo
- Microsoft Copilot
- Credit Products
- Repo
- Secured Financing
- Securities Lending
- Securities Borrowing
- Stakeholder Management
- Communication
- Analytical Skills
- Problem-Solving Skills
- CBAP
- PMI-PBA
- SAFe
Location
- New York City
Work Type
- Hybrid
- W2 only
Experience Level
- 5-7 years
About the Company
- Global financial services organization supporting a sophisticated securities and capital markets technology environment.
- Strategic technology function that partners closely with trading, business, and IT stakeholders.
- Collaborative, highly regulated environment focused on translating front-office business needs into scalable technology capabilities.