Senior Business Analyst for Client Workstation

Category: PM/BA
Description: Major Global Financial Services Firm
Salary: 110K - 140K + Bonus
Position: Permanent
Location: Jersey City, NJ
Job Number: 4405

Details:

Job Summary & Responsibilities:

Client Services Workstation is the official client sub ledger in the firm which includes;

• real-time posting of transactions, positions and cash balances
• calculation of interest on cash balances
• facilitate payment and journal, including risk conditions and approval workflow
• exception processing
• client statements and reporting

Client Services Workstation supports Operations across all products (Fixed Income, Equities, Commodities, Futures, Credit Derivatives, Currencies, etc.) covering Institutional, Prime Brokerage and some Private Wealth Management clients.  CSW is in the process of a multi-year initiative to migrate all clients onto our platform, thus enabling the elimination of numerous legacy applications and functions.  Key functions include the movement of cash and security balances across client accounts, provide document and respond to inquiries, manage exposure through margin and trading limits, monitor balances and break resolution. 

In addition, we continue to support the firm's expansion onto new markets and regions such as Brazil, Russia, China, Korea, India. 

CSW has also started a multi-year technology infrastructure plan to establish a common codeset and framework to support the growing demands of clients diversifying their trading onto complex strategies and instruments.  Infrastructure changes include a redesign of the overall technical architecture in preparing for projected growth.

Day-to-day work in the CSW team involves participating in various projects of many sizes and complexities, from small one-person work-packages to large, global projects where an in-depth understanding of the firm's business flows can be gained.

• Guide and manage a development team, coordinating project responsibilities and assignments, setting priorities and project plans
• Mentor team members in project management best practices and design decisions
• Proactive input to maintain IT team efficiency and consistency of implementation across the global team.
• Partner with global operations teams for project planning and requirements analysis and defining technology solutions
• Write functional requirements documents and obtain appropriate sign off from operations and technology teams.
• Develop test scripts and plans and coordinate User Acceptance Testing.
• 10+ years of relevant experience in the project lifecycle with a focus on business analysis, functional specification & implementation within the capital markets domain (brokerage processing) with a leading institution or in a consultancy role
• The candidate would have a proven track record of managing large scale functional analyses and project management efforts across various business lines and organizational boundaries, in particular Operations, Finance, Compliance and Technology
• Technical and analytical expertise (technical aptitude, ability to communicate with Technologists)
• Effective communication skills - experienced working with both technologists and business teams with an ability to effectively communicate across a broad audience
• Comfortable working within a group that both welcomes and challenges new ideas.
• Highly motivated, organized, strong analytical/problem solving skills, attention to detail and excellent follow-through
• Ability to work both independently and as part of a team.
• Candidates should have a Bachelors degree from an accredited college or university

All qualified candidates are encouraged to apply by submitting their resume as an MS word document including a cover letter with a summary of relevant qualifications, highlighting clearly any special or relevant experience.

Due to the high volume of applications received for each role, we are unable to respond on an individual basis. If you have not received a response within 2 weeks of having submitted your details, it is likely that your application has not been successful.

The listed compensation range is only an estimation. Compensation for any position will be based on many factors, including level of experience.

Local candidates will be given first priority.

Please Note: All inquiries will be treated with the utmost confidentiality. Your resume will not be submitted to any client company without your prior knowledge and consent.

Contact Recruiter
tenzing.bhutia@andiamopartners.com
Senior Technical Recruiter
Andiamo Partners | 15 Broad Street, Suite 1024, New York, NY 10005

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