Partner directly with broker-dealers and investment banks to gather requirements and drive solution implementation from design through deployment
Translate business needs into clear functional and technical specifications for development teams
Support system implementations, including configuration, data validation, and coordination with development teams
Identify process improvement opportunities and help re-engineer workflows to increase efficiency, accuracy, and compliance
Act as the voice of the client, ensuring solutions align with business objectives and regulatory obligations
Support and execute system testing, validating that delivered solutions meet defined requirements
Provide subject-matter guidance on securities finance, segregation, and regulatory impacts of system changes
Define system scope and objectives based on client business models, regulatory requirements, and industry best practices
Train, mentor, and support junior analysts, contributing to team knowledge and development

Requirements

7-10 years of Business Systems / Business Analyst experience in financial services
Strong hands-on experience with Securities Finance, including Securities Lending and Repo
Required expertise in SEC Rule 15c3-3 and Regulation SHO
Experience with security settlements, Segregation Maintenance, including margin accounts and segregation memos
Solid understanding of end-to-end systems development life cycles in complex, regulated environments
Ability to clearly translate business requirements into technical specifications and communicate effectively with both technical and non-technical stakeholders
Strong analytical, problem-solving, documentation, and stakeholder management skills
Bachelor’s degree in Business, Computer Science, Information Systems, or equivalent experience
SQL experience is a plus

Benefits

A voice in the future of fintech
Always-on learning and development
Collaborative work environment
Opportunities to give back
Competitive salary and benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Securities FinanceSecurities LendingRepoSEC Rule 15c3-3Regulation SHOSecurity SettlementsSegregation MaintenanceSQLSystems Development Life CycleTechnical Specifications

Soft Skills

Analytical SkillsProblem-SolvingDocumentationStakeholder ManagementCommunicationMentoringTrainingProcess ImprovementWorkflow Re-engineeringClient Advocacy