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Business Analyst
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Business Analyst

Meghana Shinde's profile picture
Posted by Meghana Shinde
8 - 12 yrs
Best in industry
Pune
Skills
Business Analysis
Risk Management
BRD
FRD
SQL

Job Description: Business Analyst (Capital Markets / Investment Management)

Position Summary

We are seeking an experienced Business Analyst with strong techno-functional expertise in Capital Markets, Investment Banking, Asset Management, and Risk Management. The ideal candidate will have hands-on experience across the full trade lifecycleUAT leadershiprisk frameworksFIX protocol, and digital transformation initiatives. This role requires close collaboration with front, middle, and back-office stakeholders, IT teams, and external vendors to deliver critical business and regulatory solutions.

Key Responsibilities

Business Analysis & Requirements Management

· Lead requirements gathering, documentation (BRD, FRD, User Stories), workflow mapping, and gap analysis.

· Conduct JAD sessions with Trading Desks, Portfolio Managers, Risk, Compliance, and Technology teams.

· Translate business requirements into detailed functional specifications and acceptance criteria.

· Manage and prioritize product backlogs using Agile/Scrum methodologies.

Trade Lifecycle & Capital Markets Expertise

· Support end-to-end trade flows across Equities, Derivatives, Fixed Income, Forex, Options, ETFs, Private Equity, and Structured Products.

· Validate front-to-back trade processes including order placement, execution, allocations, settlement, reconciliation, and reporting.

· Work with OMS/EMS platforms, market connectivity, and brokerage systems.

Risk Management (Market, Model, Liquidity, Credit)

· Analyze VaR, stress testing, scenario analysis, exposure calculations, and liquidity metrics (LCR/NSFR).

· Contribute to market risk policy formulation, governance, and regulatory compliance.

· Identify risk hotspots, process gaps, and control weaknesses with actionable remediation plans.

· Support regulatory reporting including Mark-to-Market and Notional Change requirements.

UAT, QA & Testing Leadership

· Lead end-to-end UAT cycles for trading, risk, and investment applications.

· Create test plans, test cases, and defect logs; track issues through JIRA until closure.

· Perform regression, functional, and production validation testing.

· Coordinate with QA, development teams, and Front Office for seamless deployment.

FIX Protocol & System Integrations

· Gather and validate FIX requirements for OMS/EMS integration.

· Support FIX message mapping, configuration, certification, and UAT.

· Collaborate with brokers, exchanges, and internal development teams for connectivity and workflow enhancements.

Client Management & Onboarding (Buy-side/Sell-side)

· Manage onboarding for clients such as Hedge Funds, Family Offices, Asset Managers, and Prime Brokers.

· Conduct requirement workshops, product demos, trainings, and post-implementation support.

· Serve as the primary point of contact for issue resolution, escalations, and enhancement discussions.

Project & Stakeholder Management

· Drive project plans, milestones, and sprint activities (Planning, Grooming, Stand-ups, Retrospectives).

· Ensure alignment between business needs and technology delivery.

· Prepare executive-level dashboards, presentations, and risk summaries for senior stakeholders.

Skills & Competencies

Technical Skills

· Tools & Platforms: Bloomberg, Refinitiv, FactSet, BlackRock Aladdin, Robinhood, IRIS, Falcon

· Databases: SQL, Excel (advanced), data reconciliation tools

· Project Tools: JIRA, Monday.com, Confluence, MS Visio, Axure

· Risk Systems: VAR models, stress testing tools, exposure monitoring systems

Core Competencies

· Strong stakeholder management & communication

· Business rules analysis & functional documentation

· UI/UX requirement mapping

· Data migration & system integration

· Analytical thinking & problem-solving

· Cross-functional collaboration

Qualifications

· 

9+  years of experience in Capital Markets, Investment Management, and Trading/Risk Systems.

· 

· MBA Finance (preferred) / BBA Finance.

· Certifications:

o NISM – Equity, Derivatives, Options Strategies

o CFI – Fixed Income Fundamentals

o Microsoft – Career Essentials in Business Analysis

o FRM (GARP) – Pursuing

Preferred Experience

· Working on end-to-end trading platform implementations.

· Exposure to Hedge Funds, PMS, AIF, Private Equity, and Wealth Management workflows.

· Knowledge of regulatory frameworks (Basel II–IV, SEBI, Risk Governance).

· Experience authoring policies, SOPs, and process documentation.

Soft Skills

· Excellent verbal and written communication.

· Strong analytical and quantitative capabilities.

· Ability to translate technical concepts to business stakeholders.

· High ownership, deadline orientation, and team collaboration skills.

 

 

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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About Wissen Technology

Founded :
2000
Type :
Products & Services
Size :
1000-5000
Stage :
Profitable

About

The Wissen Group was founded in the year 2000. Wissen Technology, a part of Wissen Group, was established in the year 2015. Wissen Technology is a specialized technology company that delivers high-end consulting for organizations in the Banking & Finance, Telecom, and Healthcare domains.

With offices in US, India, UK, Australia, Mexico, and Canada, we offer an array of services including Application Development, Artificial Intelligence & Machine Learning, Big Data & Analytics, Visualization & Business Intelligence, Robotic Process Automation, Cloud, Mobility, Agile & DevOps, Quality Assurance & Test Automation.


Leveraging our multi-site operations in the USA and India and availability of world-class infrastructure, we offer a combination of on-site, off-site and offshore service models. Our technical competencies, proactive management approach, proven methodologies, committed support and the ability to quickly react to urgent needs make us a valued partner for any kind of Digital Enablement Services, Managed Services, or Business Services.


We believe that the technology and thought leadership that we command in the industry is the direct result of the kind of people we have been able to attract, to form this organization (you are one of them!).


Our workforce consists of 1000+ highly skilled professionals, with leadership and senior management executives who have graduated from Ivy League Universities like MIT, Wharton, IITs, IIMs, and BITS and with rich work experience in some of the biggest companies in the world.


Wissen Technology has been certified as a Great Place to Work®. The technology and thought leadership that the company commands in the industry is the direct result of the kind of people Wissen has been able to attract. Wissen is committed to providing them the best possible opportunities and careers, which extends to providing the best possible experience and value to our clients.

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