Job description
Professional Summary Business Systems Analyst with strong knowledge of Wealth Management and Capital Markets operations, supporting the end-to-end trade lifecycle across equities, options, mutual funds, fixed income products (GICs/Bonds), Principal Protected Notes (PPNs), and Structured Notes. Expertise in trade order management, trade execution workflows, market data integration, order amendments/cancellations, settlement processes, and regulatory compliance.
Strong understanding of advanced trading concepts including multi-leg option strategies, long/short positions, buying power calculations, margin requirements, and real-time portfolio impacts. Experienced in bridging business and technology teams to deliver trading platform enhancements, process improvements, and production support initiatives.
Key Responsibilities
Capital Markets & Wealth Product Knowledge Trade Lifecycle Management Managed end-to-end trade processing from order entry, validation, routing, execution, allocation, settlement, and reporting. Analysed trade status throughout the lifecycle, including: Order Management System (OMS) Trade amendments and cancellations Options & Advanced Trading Concepts Analysed impacts of complex option trades on client portfolios and account buying power.
Supported business requirements related to derivative trading workflows and risk controls. Buying Power & Margin Analysis Analysed buying power availability based on: Calculated buying power impacts resulting from: Market Data & Risk Management Business Analysis Responsibilities Conducted requirement elicitation sessions with Wealth Management, Trading, Operations, Compliance, and Technology teams.
Produced: Facilitated stakeholder workshops and gap analysis sessions. Supported Agile/Scrum delivery methodologies and participated in sprint planning, backlog grooming, and UAT activities. Domain Skills Wealth Management Capital Markets Buying Power Calculations Margin Accounts Trade Lifecycle Management