CAPITAL MARKETS BA

Key Responsibilities

Business Analysis & Requirements Management

• Partner with Treasury Market Risk Counterparty Management Credit Risk and Compliance teams to gather and analyze business requirements related to:

• Credit limits and utilization

• Counterparty ratings and methodologies

• Hierarchies portfolios and exposure aggregation

• Translate business needs into clear functional requirements user stories process flows and data mappings.

• Validate requirements against the COTS platform capabilities and identify configuration vs. customization needs.

• Support gap analysis between current-state and future-state processes.

Vendor & Stakeholder Collaboration

• Work closely with the COTS vendor to:

• Clarify requirements

• Review solution designs

• Validate configurations and delivered functionality

• Act as a bridge between vendor teams and internal IT (architecture development QA data and integration teams).

• Facilitate workshops backlog grooming sessions sprint reviews and UAT sessions with business users.

Integration Data & Downstream Systems

• Define requirements for data interfaces between:

• Treasury systems (counterparty hierarchy trades portfolios)

• Credit limits and ratings platform

• Downstream pre-trade and post-trade compliance systems

• Collaborate with data and integration teams on data models mappings controls and reconciliation rules.

• Ensure accuracy completeness and timeliness of credit-related data flows.

Agile Delivery & Testing

• Participate actively in Agile/Scrum ceremonies including sprint planning backlog refinement daily stand-ups and retrospectives.

• Write high-quality user stories with acceptance criteria.

• Support system testing UAT defect triage and business sign-off.

• Ensure delivered solutions align with regulatory audit and risk governance expectations.

1. SKILLS / EXPERIENCE REQUIRED

Required Qualifications & Experience

• Bachelors degree in Business Finance Information Systems or a related field.

• 7 years of experience as a Business Analyst in financial services preferably in:

• Capital Markets

• Treasury

• Credit Risk

• Market Risk

• Counterparty Risk

• Strong understanding of Capital Markets products and trade lifecycle including:

• OTC and exchange-traded instruments

• Counterparty exposure concepts

• Portfolio and position aggregation

• Strong understanding of:

• Credit limits exposure management and utilization

• Counterparty ratings (internal and external)

• Trade lifecycle and portfolio structures

• Proven experience working with vendor-implemented COTS platforms.

• Hands-on experience in Agile delivery environments.

• Experience defining data interfaces and integrations across multiple systems including hands on experience with data analysis and data mapping.

• Ability to read and interpret data models source-to-target mappings and API/interface specifications.

• Strong SQL skills to support data validation and reconciliation.

Preferred Skills & Experience (good to have)

• Experience supporting Capital Markets or Treasury Management Systems (TMS).

• Knowledge of pre-trade and post-trade compliance processes within Capital Markets environments.

• Familiarity with counterparty hierarchy management legal entities and netting structures.

• Understanding of credit exposure calculations limits utilization and ratings usage across trading portfolios.

• Experience working with market data providers ratings agencies and internal credit models.

Key Competencies

• Strong analytical and problem-solving skills

• Excellent communication and stakeholder management abilities

• Ability to work effectively across business vendor and technology teams

• Detail-oriented with a strong understanding of end-to-end processes

Comfortable working in a fast-paced Agile environment