Business Systems Analyst

Position: Business Systems Analyst
Location: Naperville, IL (3 days Onsite)

10+ years of Business Analysis experience with at least 5+ years in Wealth Management, Capital Markets, or Trading environments.
Senior Business Systems Analyst with extensive Wealth Management and Trading domain expertise to drive business and technology initiatives across front-office, middle-office, and trade processing functions. The candidate will work closely with business stakeholders, traders, portfolio managers, operations teams, and technology teams to define requirements, analyze business processes, support strategic transformation initiatives, and deliver technology solutions that enhance trading and wealth management operations.

Key Responsibilities:-
    Partner with Wealth Management, Portfolio Management, Trading, Operations, and Technology stakeholders to understand business objectives and define solutions.
    Gather, analyze, document, and validate business, functional, and system requirements.
    Lead requirements workshops, stakeholder interviews, and solution walkthrough sessions.
    Translate business requirements into detailed functional specifications, user stories, process flows, and data mappings.
    Support initiatives involving:
        Equity Trading
        Fixed Income Trading
        FX Trading
        Derivatives and Structured Products
        Portfolio Management
        Wealth Advisory Platforms
        Trade Execution and Order Management Systems
        Trade Lifecycle Processing
    Analyze front-to-back trade workflows and identify process improvement opportunities.
    Collaborate with solution architects, developers, QA teams, and business stakeholders throughout the SDLC lifecycle.
    Support regulatory and compliance initiatives impacting wealth and trading platforms.
    Facilitate User Acceptance Testing (UAT), defect triage, and production implementation activities.
    Conduct impact analysis for system enhancements and transformation programs.
    Assist in data analysis, reconciliation, and migration activities related to trading and wealth platforms.

Required Skills & Experience

Business Analysis
    Strong experience as a Business Systems Analyst in large enterprise environments.
    Expertise in requirements elicitation, gap analysis, process mapping, and business process reengineering.
    Experience creating:
        BRD
        FRD
        Functional Specifications
        User Stories
        Process Flows
        Data Mapping Documents
        Test Scenarios

Wealth Management Domain
    Strong understanding of:
        Wealth Management Operations
        Portfolio Management
        Investment Advisory
        Client Onboarding
        Risk Profiling
        Investment Suitability
        Performance Reporting
        Asset Servicing

Trading Domain
    Deep understanding of:
        Trade Lifecycle
        Order Management Systems (OMS)
        Execution Management Systems (EMS)
        Trade Execution
        Trade Allocation
        Trade Settlement
        Trade Reconciliation
        Market Data
        Trading Risk and Controls
 
Technology & Tools
    Experience with Agile and Scrum delivery methodologies.
    Proficiency in SQL and data analysis.
    Strong knowledge of APIs, system integrations, and interface specifications.
    Experience working with Jira, Confluence, Visio, and Agile tooling.
    Understanding of cloud-based and modern digital platforms is desirable.
 
Preferred Experience
    Prior experience with major North American banks, wealth management firms, investment managers, or broker-dealers.
    Experience with platforms such as Charles River, Avaloq, Broadridge, Temenos, Aladdin, Bloomberg, or similar trading/wealth platforms.
    Knowledge of regulatory requirements affecting Wealth and Capital Markets operations
    Exposure to digital transformation and modernization initiatives.