Job Overview:
Pay Range: $55.00hr - $60.00hr
Requirement/Must Have: - 10+ years of Business Analysis experience.
- 5+ years of experience in Wealth Management, Capital Markets, or Trading environments.
- 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 BRDs, FRDs, Functional Specifications, User Stories, Process Flows, Data Mapping Documents, and Test Scenarios.
- Strong understanding of Wealth Management Operations, Portfolio Management, Investment Advisory, Client Onboarding, Risk Profiling, Investment Suitability, Performance Reporting, and Asset Servicing.
- Deep understanding of Trade Lifecycle, Order Management Systems (OMS), Execution Management Systems (EMS), Trade Execution, Trade Allocation, Trade Settlement, Trade Reconciliation, Market Data, and Trading Risk and Controls.
- 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.
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, Structured Products, Portfolio Management, Wealth Advisory Platforms, Trade Execution, and Order Management Systems.
- 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.
Nice to Have:
- Understanding of cloud-based and modern digital platforms.
- 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, or Bloomberg.
- Knowledge of regulatory requirements affecting Wealth and Capital Markets operations.
- Exposure to digital transformation and modernization initiatives.
Skills:
- Wealth Management.
- Capital Markets.
- Trading Environments.
- SQL.
- Data Analysis.
- APIs.
- System Integrations.
- Jira.
- Confluence.
- Visio.
- Agile.
- Scrum.
- Order Management Systems (OMS).
- Execution Management Systems (EMS).
- Trade Lifecycle.
Qualification And Education:
- Strong verbal and written communication skills.
- Excellent communication and presentation skills.
- Ability to communicate effectively with stakeholders.
Benefits:
Our Benefits Include:
- Medical, Dental, and Vision Insurance
- 401(k) Retirement Plan
- Health Savings Account (HSA)
- Disability Insurance (Short-Term and Long-Term)
- Life and AD&D Insurance
- Paid Sick Leave (where required by applicable state or local law)
- Supplemental Insurance Plans
- Identity Theft Protection
- Pet Insurance
- Employee Wellness Programs
- Employee Assistance Program (EAP)
- Career Growth and Professional Development Opportunities
Disclaimer: Benefits eligibility, accrual rates, and usage limits may vary based on employment status, length of service, and work location. Paid Sick Leave is provided in strict accordance with applicable state and municipal mandates. Cynet Systems Inc. reserves the right to modify, amend, or terminate any benefit plans at any time in accordance with applicable laws.
About Cynet Systems
Founded in 2010 and headquartered in the Washington, DC metro area, Cynet Systems Inc. is a leading technology staffing and workforce solutions company serving Fortune 500 companies, government agencies, and enterprise organizations across the United States and Canada. We deliver agile, scalable talent solutions across IT, engineering, life sciences, clinical, and professional staffing, powered by a high-performing recruitment engine operating across North America and Asia.
As a nationally and locally certified Minority Business Enterprise (MBE), Cynet Systems is committed to helping organizations build high-performing teams while empowering professionals to grow rewarding careers. Our organization is certified to ISO 9001, ISO 14001, ISO 27001, and SOC 2 Type II standards, reflecting our commitment to quality, security, operational excellence, and customer success.