We are seeking an experienced Senior Business Analyst / Operations Coordinator to support a major back-office subledger migration from an internal solution to the Broadridge Shadow application.
This role sits at the intersection of Operations IT Finance and the vendor and plays a key role in ensuring a successful conversion for cash equities US options clearing and asset servicing. The migration is already underway.
Role and responsibilities
- Represent Operations in all conversion and vendor meetings acting as a key point of coordination between internal teams and Broadridge
- Produce clear conversion documentation including executive summaries key decisions and deliverables for senior Operations stakeholders
- Support the existing roadmap by contributing to key tasks milestones and dependencies
- Assist in the creation of the chart of accounts for the new subledger
- Own testing documentation and execution including test scripts expected results actual results gap analysis and remediation tracking across:
- Trade capture
- Trade settlement
- Asset servicing
- Non-financial regulatory reporting (Short Interest Reg SHO)
- Security Master and Account Master
- Cash and position reconciliations (system vs clearinghouse vs general ledger)
- Shadow outputs and accounting feeds
- Define and document migration strategies and conversion playbooks
- Review existing Operations procedures and update them to reflect the new Shadow application
- Support training and knowledge transfer for Operations teams ahead of and after go-live
#LI-MNRK
Qualifications :
- 10 years of relevant experience in capital markets Operations post-trade or back-office transformation roles
- Strong expertise in broker-dealer Operations workflows for cash equities and US options including clearing and custody
- Solid understanding of trade lifecycles and post-trade processing
- Hands-on knowledge of DTCC and OCC workflows including TradeSuite interfaces
- Experience contributing to or leading a back-office conversion or migration project
- Understanding of how OMS feeds back-office systems and how those systems interface with clearinghouses and the general ledger
- Familiarity with Broadridge Shadow is a strong plus but not mandatory
- Good understanding of project governance and documentation best practices
Companys Benefits
At Talan we invest in our employees well-being and empower them with benefits including:
- The salary range for this role is US$110000 - US$135000
- 401(k) retirement plan with company matching
- 15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
- 8 paid holidays 5 sick days 2 personal days per year
- Company health dental and vision insurance plans FSA
- Voluntary STD and LTD
- Commuter/transit benefits
All your information will be kept confidential according to EEO guidelines.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
We are seeking an experienced Senior Business Analyst / Operations Coordinator to support a major back-office subledger migration from an internal solution to the Broadridge Shadow application.This role sits at the intersection of Operations IT Finance and the vendor and plays a key role in ensuring...
We are seeking an experienced Senior Business Analyst / Operations Coordinator to support a major back-office subledger migration from an internal solution to the Broadridge Shadow application.
This role sits at the intersection of Operations IT Finance and the vendor and plays a key role in ensuring a successful conversion for cash equities US options clearing and asset servicing. The migration is already underway.
Role and responsibilities
- Represent Operations in all conversion and vendor meetings acting as a key point of coordination between internal teams and Broadridge
- Produce clear conversion documentation including executive summaries key decisions and deliverables for senior Operations stakeholders
- Support the existing roadmap by contributing to key tasks milestones and dependencies
- Assist in the creation of the chart of accounts for the new subledger
- Own testing documentation and execution including test scripts expected results actual results gap analysis and remediation tracking across:
- Trade capture
- Trade settlement
- Asset servicing
- Non-financial regulatory reporting (Short Interest Reg SHO)
- Security Master and Account Master
- Cash and position reconciliations (system vs clearinghouse vs general ledger)
- Shadow outputs and accounting feeds
- Define and document migration strategies and conversion playbooks
- Review existing Operations procedures and update them to reflect the new Shadow application
- Support training and knowledge transfer for Operations teams ahead of and after go-live
#LI-MNRK
Qualifications :
- 10 years of relevant experience in capital markets Operations post-trade or back-office transformation roles
- Strong expertise in broker-dealer Operations workflows for cash equities and US options including clearing and custody
- Solid understanding of trade lifecycles and post-trade processing
- Hands-on knowledge of DTCC and OCC workflows including TradeSuite interfaces
- Experience contributing to or leading a back-office conversion or migration project
- Understanding of how OMS feeds back-office systems and how those systems interface with clearinghouses and the general ledger
- Familiarity with Broadridge Shadow is a strong plus but not mandatory
- Good understanding of project governance and documentation best practices
Companys Benefits
At Talan we invest in our employees well-being and empower them with benefits including:
- The salary range for this role is US$110000 - US$135000
- 401(k) retirement plan with company matching
- 15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
- 8 paid holidays 5 sick days 2 personal days per year
- Company health dental and vision insurance plans FSA
- Voluntary STD and LTD
- Commuter/transit benefits
All your information will be kept confidential according to EEO guidelines.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
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