Business Analyst - Platform Soutions
Core
Assess designs and improve operating models to support current and future financial products, focusing on guideline monitoring, product onboarding, and compliance reporting.
Role type
Business Analyst (Financial Services Operations)
Builds
Guideline monitoring platform features, compliance reports, and operational workflows for financial strategies
Domain
Financial Services / Quantitative Trading / Compliance
Deliverable
dashboards & analysis
Required skills
Requirements gathering, workflow building, vendor management, process mapping, data analysis, project management support
Preferred skills
Experience with guideline monitoring platforms, proficiency in MS Visio
Technologies
Excel, PowerPoint, MS Visio
Responsibilities
Support product onboarding for guideline monitoring including rule interpretation and testing; maintain rules and facilitate breach review for day-to-day monitoring; produce reporting for compliance, performance, and attribution; analyze functions and systems to identify gaps and optimization opportunities; support vendor-related activities including requirements gathering; generate and validate portfolio statistics
Seniority
Mid-level, hands-on IC