Business Analyst
Apptad Inc
Position - Business Analyst
Location - Naperville, IL onsite
10+ years of Business Analysis experience with at least 5+ years in Wealth Management, Capital Markets, or Trading Environments.
Job Summary
We are seeking a Senior Business Systems Analyst with extensive Wealth Management and Trading domain expertise to drive business and technology initiatives across front-office, middle-office, and trade processing functions. The candidate will work closely with business stakeholders, traders, portfolio managers, operations teams, and technology teams to define requirements, analyze business processes, support strategic transformation initiatives, and deliver technology solutions that enhance trading and wealth management operations.
Key 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.
Required Skills & Experience
Business Analysis
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
Wealth Management Domain
Strong understanding of:
Wealth Management Operations
Portfolio Management
Investment Advisory
Client Onboarding
Risk Profiling
Investment Suitability
Performance Reporting
Asset Servicing
Trading Domain
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
Technology & Tools
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.
Preferred Experience
Prior experience with major North American banks, wealth management firms, investment managers, or broker-dealers.
Experience with platforms such as Charles River, Avaloq, Broadridge, Temenos, Aladdin, Bloomberg, or similar trading/wealth platforms.
Knowledge of regulatory requirements affecting Wealth and Capital Markets operations
Exposure to digital transformation and modernization initiatives.
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