Fulltime Role: Sr. Business Analyst with Asset Management/Capital Markets/Portfolio Management at Boston, MA

Sr. Business Analyst

Boston, MA

Fulltime with Photon

Must have experience with Asset Management/Capital Markets/Portfolio Management.

We are seeking a highly analytical and articulate Business Analyst with strong domain expertise in Capital Markets and Asset Management to serve as a key liaison between business stakeholders and technology teams. The role requires deep exposure to Front Office functions, Portfolio Management processes, and investment lifecycle workflows to support delivery of scalable, high-impact solutions.

The ideal candidate will bring strong domain-driven thinking, combined with the ability to translate complex financial requirements into clear, actionable deliverables within a fast-paced Agile environment.

Required Skills & Qualifications:

Domain Expertise (Mandatory)

Strong hands-on experience in:

• Capital Markets (Equities, Fixed Income, Derivatives preferred)
• Asset Management & Investment Lifecycle
• Front Office Operations (Trading, Order Management, Execution workflows)
• Portfolio Management Systems & Processes
• Understanding of trade lifecycle (order capture execution settlement) and portfolio analytics

Facilitation & Communication: Excellent stakeholder management skills with the ability to engage with Portfolio Managers, Traders, Risk & Compliance teams. Strong verbal and written communication skills with a structured approach to problem-solving.

Tools & Technologies

• Proficiency in Jira for backlog and sprint management
• Experience with Confluence for documentation
• Exposure to data analysis tools (Excel, SQL preferred) for validating financial and portfolio data

Analytical Thinking: Ability to break down complex financial processes and translate them into structured functional requirements, especially across multi-asset and portfolio-driven systems.

Preferred Qualifications: Experience working with global Capital Markets / Asset Management clients or platforms