Associate Director, Senior Business Analyst – Settlement & Clearing Technology

About the role

We are seeking a Senior Business Analyst to join our CBOS S&C Technology team. This role focuses on creating and optimizing a technology infrastructure supporting settlement, clearing, and middle office processing functions. The successful candidate will leverage deep operational expertise to identify process improvements, manage technology initiatives, and solve complex business challenges within the S&C operations environment.

Responsibilities

• Serve as a bridge between S&C operations teams and technology delivery, including in-house development and Broadridge vendor systems.
• Translate business requirements into technical solutions.
• Analyze current-state processes across settlement, clearing, and middle office functions to identify inefficiencies and opportunities for automation or system enhancement.
• Own the definition of functional requirements for technology projects, validate solutions against operational needs, and support implementation and testing phases.
• Document complex workflows, maintain process documentation, and serve as a subject matter expert for operational stakeholders during system changes or incidents.

Requirements

• Minimum of eight years of settlement and clearing operations experience at a top-tier financial institution.
• Background encompassing settlement and clearing operations, middle office functions, or related roles providing comprehensive understanding of the operations business model.
• Mastery of end-to-end operations, including client onboarding, trade processing, collateral management, reporting, and exception handling.
• Experience solving complex operational challenges through process redesign, vendor selection, or system implementations.
• Experience with Broadridge settlement systems.
• Strong technical acumen, comfortable working with database structures, APIs, and system architecture at a conceptual level.
• Ability to communicate effectively with both operational and technical audiences, translating between business complexity and technical feasibility.
• Analytical problem-solving skills, attention to detail, and ability to manage ambiguity.
• Intellectual curiosity about emerging technologies and their application to operational pain points.
• Extensive experience using AI tools to aid in analysis and design.

Preferred Qualifications

• Experience with settlement or clearing platforms involved in prime brokerage operations.
• Exposure to regulatory requirements affecting prime brokerage operations.
• Knowledge of collateral management systems.
• Experience with process automation or RPA initiatives.

Skills

• Agile Methodology
• Business Data Analysis
• Business Process Modeling
• Commercial Acumen
• Communication
• Critical Thinking
• Decision Making
• Group Problem Solving
• Interpersonal Relationship Management
• Requirements Analysis

Location: Goldman Sachs Tower, 30 Hudson Street, Jersey City, United States of America. Full-time position with 40 work hours per week.