Technical Business Analyst - Trading Platforms

About the role

This role is a hybrid role with a couple days a week on-site in Naperville, IL.

Responsibilities

• Gather, document, and prioritize business and functional requirements from business, operations, and compliance stakeholders.
• Analyze trade lifecycle workflows (order capture, execution, allocation, confirmation, settlement) and identify opportunities for improvement.
• Write and optimize SQL queries to extract, validate, and analyze large volumes of trading, position, and market data.
• Produce data-driven insights, dashboards, and reports to support business and technology decisions.
• Author detailed functional specifications, user stories, and acceptance criteria for development teams.
• Partner with developers and QA throughout the SDLC, supporting testing (including UAT), defect triage, and release validation.
• Perform data reconciliation and root cause analysis on trade or reporting discrepancies.
• Facilitate workshops and maintain clear documentation, process flows, and data mappings.

Requirements

• 4–8 years of experience as a Business Analyst (or similar) within financial services or capital markets.
• Hands-on experience with a trading platform or related systems (e.g., OMS/EMS, order management, execution, or trade processing systems).
• Solid working knowledge of the trade lifecycle and at least one asset class (equities, fixed income, FX, or derivatives).
• Strong SQL skills, including the ability to write complex queries independently and work with relational databases.
• Demonstrated data analysis experience, turning raw data into actionable findings.
• Excellent requirements gathering, documentation, and stakeholder communication skills.
• Experience working in Agile and/or Waterfall delivery environments.

Qualifications

• To be successful in this role, candidates should have 4–8 years of experience as a Business Analyst (or similar) within financial services or capital markets.
• Hands-on experience with a trading platform or related systems (e.g., OMS/EMS, order management, execution, or trade processing systems).
• Solid working knowledge of the trade lifecycle and at least one asset class (equities, fixed income, FX, or derivatives).
• Strong SQL skills, including the ability to write complex queries independently and work with relational databases.
• Demonstrated data analysis experience, turning raw data into actionable findings.
• Excellent requirements gathering, documentation, and stakeholder communication skills.
• Experience working in Agile and/or Waterfall delivery environments.

Skills

• Understanding of regulatory or reporting requirements relevant to trading (e.g., MiFID II, trade surveillance, best execution).
• Experience with JIRA, Confluence, or similar tools.
• Experience with wealth management.

Benefits

Competitive compensation
Comprehensive insurance options
Matching contributions through the 401(k) plan and the share purchase plan
Paid time off for vacation, holidays, and sick time
Paid parental leave
Learning opportunities and tuition assistance
Wellness and Well being programs

Pay

A reasonable estimate of the current range for this role in the U.S. is $79,600.00 - $156,700.00.

Schedule

This role is a hybrid role with a couple days a week on-site in Naperville, IL.