Business Analyst

Payrate: $60.00 - $65.00/hr

Summary:
An experienced leader to join our Operations Excellence group, responsible for managing the client onboarding lifecycle and account setup automation to deliver value to the business and our clients. The ideal candidate brings experience in Financial or Asset Services and Capital Markets products and will partner closely with Market Operations, Technology, Business Risk Management, front office Product and Trading. Reporting to the NA Product Manager, this role requires strong initiative, sound judgment, and the ability to manage competing priorities in a fast paced environment. Success will be driven by effective collaboration, strong organizational skills and a professional , team oriented approach
 
Responsibilities:
As Markets Operations Business Analyst you will be responsible for:

• Own assigned initiatives, managing scope, timelines, dependencies, risks, and issues through delivery
• Partner with Risk to proactively manage processing risk and embed appropriate controls
• Collaborate with Technology, Client Success, Operations, and Risk teams to ensure aligned and effective product delivery
• Define business problems and design solutions through detailed process mapping and analysis using tools such as Draw IO
• Assess end to end processes to reduce manual touchpoints, eliminate bottlenecks, and strengthen controls
• Elicit, analyze, and document business requirements, ensuring alignment with stakeholder needs
• Define, measure, and track benchmarking, KPIs and KRIs across key milestones
• Manage project plans and milestone delivery to ensure deadlines are clearly defined and met
• Coordinate activities across multiple initiatives and stakeholder groups
• Identify, escalate, and resolve risks and issues, driving timely decision making and progress to resolution
• Act as a liaison across workstreams to drive alignment on plans, status, and risk reporting
• Own and prioritize the Jira backlog, incorporating client and stakeholder feedback
• Ensure test plans are comprehensive and clearly documented
• Oversee User Acceptance Testing (UAT) to confirm solutions meet business requirements and support successful releases and manage BUAT completion
• Support strategic initiatives, including market research, technology enhancements, and ad hoc requests
• Influence outcomes and lead through collaboration without direct management authority
• Apply strong reference data product knowledge across portfolio, entity, and static data domains using workflow driven, event based processes
• Leverage general understanding of front to back investment management and investment services across asset classes
• Communicate program and project status to senior management and stakeholders on a regular and ad hoc basis

Skills:
These skills will help you succeed in this role:

• Strong written and verbal communication and collaboration skills
• An inquisitive, proactive mindset with a focus on addressing risk before issues arise
• Ability to work independently with a positive attitude while navigating ambiguity and organizational change
• A structured, disciplined approach to organizing information and driving action
• Demonstrated ability to learn quickly in complex environments, with a commitment to continuous development
• Comfort working across in office and virtual settings with globally distributed teams
• Proven ability to manage multiple time sensitive priorities without compromising quality

 
Qualifications:

• 8+ years of experience in Financial or Asset Services as a business analyst, delivering high impact, cross functional initiatives across global teams and business units
• Bachelor’s degree in finance, Technology, or an equivalent field
• Strong understanding of risk management, controls, and controls design frameworks
• Solid knowledge of the institutional marketplace, asset classes, and investment product offerings
• Professional certifications such as CSPO, PSPO, PMP, PRINCE2, Agile/Scrum, Six Sigma, Lean, or Change Management are a plus

 
Pay Transparency: The typical base pay for this role across the U.S. is: $60.00 - $65.00/hr. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match, life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law. 

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