Wealth Management Business Systems Analyst

Drive trading platform efficiency as a Business Systems Analyst with expertise in Wealth Management and Capital Markets. Support end-to-end trade lifecycle processes for equities, options, and fixed income products.

In this role, you will leverage strong knowledge of trading operations to manage workflows of equities, mutual funds, and structured notes. You will analyze the trade lifecycle and impacts of multi-leg option strategies during support for derivative trading workflows. Collaboration with business and technology teams is key to deliver enhancements and improvements.

Key Responsibilities:

• Manage end-to-end trade processing and validation

• Analyze status of trades through AMS and execution processes

• Examine impacts of complex options on portfolios

• Support business requirements for trading risk controls

• Facilitate workshops for stakeholder gap analysis

Requirements:

• Strong knowledge of Wealth Management and Capital Markets

• Expertise in trade order management systems

• Experience with Agile/Scrum methodologies

• Understanding of regulatory compliance in trading

• Ability to analyze buying power and margin impacts

Bring your trading platform insight and operational expertise to enhance the Wealth Management team.
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