Business Analyst – Portfolio Margin (ETRADE)
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Job Location:
Alpharetta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Location: Alpharetta GA ( 4 days onsite)
Job Title: Business Analyst Portfolio Margin (E*TRADE)
Duration: 12 Months
Target Start Date: ASAP
Job Description :
Overview
We are seeking a highly skilled Business Analyst to support the Portfolio Margin and brokerage platform at E*TRADE. This role sits at the intersection of business and technology (70% business / 30% technical) and focuses on delivering enhanced margin capabilities including additional leverage solutions for clients based on buying power.
Key Responsibilities
- Partner with business stakeholders to define and enhance Portfolio Margin capabilities enabling increased leverage and optimized buying power for clients.
- Translate business requirements into clear technically-oriented user stories for development teams.
- Work closely with engineering teams to ensure proper understanding of system integrations APIs and data flows.
- Participate actively in Agile ceremonies including sprint planning stand-ups backlog grooming and retrospectives.
- Manage and track requirements using JIRA ensuring alignment with Scrum methodology.
- Analyze current margin systems and identify opportunities for improvement in risk management client experience and scalability.
- Act as a bridge between business and technology teams ensuring accurate implementation of requirements.
- Validate delivered features through testing support and ensure they meet business objectives.
Required Qualifications
- Strong experience as a Business Analyst in financial services preferably in brokerage or margin trading environments.
- Solid understanding of Portfolio Margin concepts including leverage buying power and risk frameworks.
- Ability to write detailed technically sound user stories with acceptance criteria.
- Experience working in Agile/Scrum environments and proficiency with JIRA.
- Strong business acumen with the ability to translate complex financial concepts into actionable requirements.
Technical Knowledge (Must-Have)
- Understanding of APIs (how systems communicate and integrate).
- Familiarity with databases and data structures (SQL knowledge preferred).
- Exposure to software development lifecycle (SDLC).
- Prior development or technical background is highly preferred.
Preferred Qualifications
- Experience with brokerage platforms or trading systems (e.g. margin trading risk engines).
- Knowledge of regulatory and compliance considerations related to margin accounts.
- Strong analytical and problem-solving skills.
Key Competencies
- 70% Business Focus: Requirements gathering stakeholder management financial domain expertise
- 30% Technical Focus: APIs data system interactions technical user stories
- Strong communication and collaboration skills
- Detail-oriented with a focus on delivering high-quality solutions
