Position Title: Business Analyst Location: Midtown/Manhattan, NY (Hybrid) Duration: 6 Months contract to hire BA resources specializing in one of the following domains of Broker-Dealer operations. Clearance and Settlement Retirements Tax Account Onboarding and Maintenance Margin Experience & Skills Individuals must have In-depth knowledge and experience in US securities industry, including key brokerage operations processes such as Account Services, Margin, Cashiering, Transfers, Clearance and Settlement, Corporate Action, and Tax Investment products such as Equities, Options, Fixed Income and Mutual Funds Software Development Life Cycle including Agile and Scrum methodologies Analyzing and writing business requirements End-to-end project delivery experience in large teams Collaborating with vendors and internal/external stakeholders at all levels – PMs, BAs, Architects, IT Security Risk, IT Infrastructure, Testers, Application Managers/Senior Execs, etc. Working closely with IT Architects on defining the tactical and strategic integration solutions Evaluating vendor product solutions and determining their suitability to the business requirements Lead/participate in requirements elicitation and modeling process Knowledge of the systems used by a clearing broker-dealer is a plus. Skills Skilled in writing clear, concise, and comprehensive Business Requirements. Able to translate complex business processes into detailed documentation, ensuring alignment with project objectives. Strong attention to detail, ensuring requirements are precise, unambiguous, and actionable for both technical and non-technical teams. Technical and Business knowledge of core US brokerage and support systems. Microsoft Office, Teams, Visio, Confluence, Jira, MS Project In-depth familiarity with Software Development Life Cycle and Agile methodologies A good knowledge of the Operational processes required to support Broker Dealer’s middle and back-office. Proven dealings with senior management and vendors utilizing strong verbal, written, and presentation skills. Hands-on data analysis/testing – test case preparation, test execution, defect logging. Experience in application testing using a variety of testing suites Excellent Excel, Word, PowerPoint, and SharePoint skills Strong analytical ability: Present knowledge and perform research, making logical analysis, evaluating risks/benefits. Recommending alternatives for courses of action and implementing creative solutions to complex problems. Be comfortable leading discussions with Business & IT and driving the decision- making process. Ability to work independently on complex and prolonged projects. Strong facilitation, influencing, problem-solving, and negotiation skills Excellent oral & written communication skills
