About this role
Professional Summary
Business Systems Analyst with strong knowledge of Wealth Management and Capital Markets operations, supporting the end-to-end trade lifecycle across equities, options, mutual funds, fixed income products (GICs/Bonds), Principal Protected Notes (PPNs), and Structured Notes. Expertise in trade order management, trade execution workflows, market data integration, order amendments/cancellations, settlement processes, and regulatory compliance. Strong understanding of advanced trading concepts including multi-leg option strategies, long/short positions, buying power calculations, margin requirements, and real-time portfolio impacts. Experienced in bridging business and technology teams to deliver trading platform enhancements, process improvements, and production support initiatives.
Key Responsibilities
Capital Markets & Wealth Product Knowledge
Trade Lifecycle Management
Managed end-to-end trade processing from order entry, validation, routing, execution, allocation, settlement, and reporting.
Analysed trade status throughout the lifecycle, including:
Order Management System (OMS)
Trade amendments and cancellations
Options & Advanced Trading Concepts
Analysed impacts of complex option trades on client portfolios and account buying power.
Supported business requirements related to derivative trading workflows and risk controls.
Buying Power & Margin Analysis
Analysed buying power availability based on:
Calculated buying power impacts resulting from:
Market Data & Risk Management
Business Analysis Responsibilities
Conducted requirement elicitation sessions with Wealth Management, Trading, Operations, Compliance, and Technology teams.
Produced:
Facilitated stakeholder workshops and gap analysis sessions.
Supported Agile/Scrum delivery methodologies and participated in sprint planning, backlog grooming, and UAT activities.
Domain Skills
Wealth Management
Capital Markets
Buying Power Calculations
Margin Accounts
Trade Lifecycle Management
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