Business Systems Analyst

Location: Naperville, IL (3 days onsite). Duration: 6+ months contract.

Responsibilities

• Partner with Wealth Management, Portfolio Management, Trading, Operations, and Technology stakeholders to understand business objectives and define solutions.
• Gather, analyze, document, and validate business, functional, and system requirements.
• Lead requirements workshops, stakeholder interviews, and solution walkthrough sessions.
• Translate business requirements into detailed functional specifications, user stories, process flows, and data mappings.
• Support initiatives involving: Equity Trading, Fixed Income Trading, FX Trading, Derivatives and Structured Products, Portfolio Management, Wealth Advisory Platforms, Trade Execution and Order Management Systems, Trade Lifecycle Processing.
• Analyze front-to-back trade workflows and identify process improvement opportunities.
• Collaborate with solution architects, developers, QA teams, and business stakeholders throughout the SDLC lifecycle.
• Support regulatory and compliance initiatives impacting wealth and trading platforms.
• Facilitate User Acceptance Testing (UAT), defect triage, and production implementation activities.
• Conduct impact analysis for system enhancements and transformation programs.
• Assist in data analysis, reconciliation, and migration activities related to trading and wealth platforms.

Skills

• Strong experience as a Business Systems Analyst in large enterprise environments.
• Expertise in requirements elicitation, gap analysis, process mapping, and business process reengineering.
• Experience creating: BRD, FRD, Functional Specifications, User Stories, Process Flows, Data Mapping Documents, Test Scenarios.
• Strong understanding of Wealth Management Operations, Portfolio Management, Investment Advisory, Client Onboarding, Risk Profiling, Investment Suitability, Performance Reporting, Asset Servicing.
• Deep understanding of Trade Lifecycle, Order Management Systems (OMS), Execution Management Systems (EMS), Trade Execution, Trade Allocation, Trade Settlement, Trade Reconciliation, Market Data, Trading Risk and Controls.
• Experience with Agile and Scrum delivery methodologies.
• Proficiency in SQL and data analysis.
• Strong knowledge of APIs, system integrations, and interface specifications.
• Experience working with Jira, Confluence, Visio, and Agile tooling.
• Understanding of cloud-based and modern digital platforms is desirable.
• Prior experience with major North American banks, wealth management firms, investment managers, or broker-dealers (preferred).
• Experience with platforms such as Charles River, Avaloq, Temenos, Aladdin, Bloomberg, or similar trading/wealth platforms (preferred).
• Knowledge of regulatory requirements affecting Wealth and Capital Markets operations (preferred).
• Exposure to digital transformation and modernization initiatives (preferred).