Capital Markets Business Analyst

About

We are seeking an experienced Capital Markets Business Analyst with strong domain expertise in Treasury, Credit Risk, Market Risk, and Counterparty Management, working closely with business, vendor, and technology teams in a COTS environment.

Key Responsibilities

Business Analysis & Requirements Management

• Partner with Treasury, Market Risk, Counterparty Management, Credit Risk, and Compliance teams to gather and analyze requirements
• Work on credit limits & utilization, counterparty ratings & methodologies, and hierarchies, portfolios & exposure aggregation
• Translate business needs into functional requirements, user stories, process flows, and data mappings
• Perform gap analysis between current and future state processes
• Validate requirements against COTS platform capabilities and identify configuration vs customization

Vendor & Stakeholder Collaboration

• Collaborate with COTS vendor to clarify requirements, review solution designs, and validate configurations
• Act as a bridge between business users, vendor teams, and internal IT teams (Dev, QA, Data, Integration)
• Facilitate workshops, backlog grooming sessions, sprint reviews, and UAT sessions

Integration, Data & Downstream Systems

• Define data interface requirements between treasury systems, credit platforms, and pre/post-trade compliance systems
• Collaborate with data teams on data models, mappings, controls, and reconciliation rules
• Ensure accuracy, completeness, and timeliness of credit-related data flows

Agile Delivery & Testing

• Participate in Agile ceremonies including sprint planning, stand-ups, and retrospectives
• Write user stories with clear acceptance criteria
• Support system testing, UAT, and defect triage
• Ensure solutions align with regulatory, audit, and risk governance requirements

Required Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, or related field
• 7+ years of Business Analyst experience in financial services (Capital Markets, Treasury, Credit Risk, Market Risk, Counterparty Risk)

Required Skills

• Strong understanding of trade lifecycle including OTC and exchange-traded instruments, counterparty exposure, and portfolio aggregation
• Experience with credit limits, exposure management, utilization, and counterparty ratings
• Experience working with COTS platforms and Agile environments
• Strong data skills including data analysis, data mapping, and SQL
• Ability to interpret data models, source-to-target mappings, and APIs/interfaces

Preferred Skills

• Experience with Treasury Management Systems (TMS)
• Knowledge of pre-trade and post-trade compliance processes
• Familiarity with counterparty hierarchy, legal entities, and netting structures
• Understanding of credit exposure calculations and ratings usage across portfolios
• Experience with market data providers, rating agencies, and internal credit models