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Skills
Acceptance Testingunmatched
Analysis Skillsunmatched
Brokerageunmatched
Business Analysisunmatched
Business Growthunmatched
Business Operationsunmatched
Business Skillsunmatched
Business Solutionsunmatched
Business Supportunmatched
Communication Skillsunmatched
Continuous Improvementunmatched
Derivativesunmatched
Documentationunmatched
Event Managementunmatched
Financial Servicesunmatched
Fund Accountingunmatched
Investment Managementunmatched
Marketing/Sales Collateralunmatched
Operational Supportunmatched
Operations Processesunmatched
Problem Solving Skillsunmatched
Process Control Engineeringunmatched
Process Improvementunmatched
Reconciliationunmatched
Riskunmatched
Swap Marketunmatched
Technical Operationsunmatched
Test Caseunmatched
Test Plan/Scheduleunmatched
Transaction Processing/Managementunmatched
Description
Pay Rate up to $95.00
Overview:
We are seeking a highly experienced Senior Business Analyst (BA)/ Esoteric Derivative Lifecycle Specialist SME with deep expertise in derivatives to support critical business growth in QIS Swaps. This individual will partner with business, operations, technology, and external vendors support implementation activities and volume support. The role will serve as a subject matter expert for derivatives, helping ensure operational objectives are met and supported fully.
Key Responsibilities:
Partner with business stakeholders and technology teams to ensure requirements are understood and translated into effective support solutions.
Support testing activities, including test-case development, UAT coordination, and issue resolution.
Serve as the primary SME for QIS Swaps and other complex/esoteric derivative products, providing end-to-end expertise across trade booking, lifecycle event management, valuations, collateral, settlements, reconciliations, and operational support.
Partner with Portfolio Managers, Trading, Operations, Technology, Fund Accounting, Custodians, Brokers, and external vendors to support business growth, resolve operational issues, and ensure accurate and scalable processing of complex derivative transactions.
Documentation, and implementation of business requirements, operating model enhancements, workflow improvements, and platform initiatives to support increasing QIS Swap volumes and evolving product capabilities.
Act as an escalation point for risk-sensitive lifecycle events, trade exceptions, margin and collateral issues, valuation inquiries, and reporting impacts, while driving process controls, operational readiness, and continuous improvement across the derivatives support model.
Required Experience:
10–15+ years of experience in financial services.
5–7+ years of experience in derivatives and derivatives lifecycles concepts/ support.
Strong understanding of transaction management, trade support, derivative lifecycle, collateral management, and margin processes.
Ability to bridge business and technology teams and communicate effectively with senior stakeholders.
Strong analytical, problem-solving, and process improvement skills.
Systems & Tools:
Experience with one or more of the following platforms is preferred:
Aladdin, Charles River, FCM Platforms, OTC industry tech, SSB ALPHA, MS Suite.
Success Criteria:
High-quality business and functional support.
Identification and resolution of process gaps and implementation issues.
Effective coordination between business, operations, technology, and vendors.
Delivery of business solutions aligned with product events.
Numbers & Facts
Location
Houston, TX
Industry
Staffing/Employment Agencies
Company Size
50 to 99 employees
Year Founded
2002
Website
https://phaxis.com/
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.