Business System Analyst

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.

Analyzed trade status throughout the lifecycle including:

Order Management System (OMS)

Trade amendments and cancellations

Options & Advanced Trading Concepts

Analyzed 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

Analyzed buying power availability based on:

Calculated buying power impacts resulting from:

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.

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