Business Analyst/ Product Owner

Role - Business Analyst/ Product Owner

Location - NY/ NJ/ Boston MA

Contract to hire

Responsibilities

Key Responsibilities

• Product Specifications \& UX Design
• – Author detailed Product Requirement Documents (PRDs), user stories, and acceptance criteria.
• – Create wireframes, mockups, and workflow diagrams (Figma, Balsamiq, or Visio) for investment management platforms.
• – Collaborate with engineering and QA to ensure specs are implemented accurately.
• Investment Domain Expertise
• – Analyze end‑to‑end trade lifecycle: order capture → allocation → confirmation → settlement → cash reconciliation.
• – Work with Portfolio Management Systems (PMS) and Order Management Systems (OMS) across equities, fixed income, and derivatives.
• – Understand cashflow management, collateral optimization, and liquidity monitoring workflows.
• – Experience with alternative investments is a plus, but deep knowledge of traditional stocks/bonds and their trade lifecycles is required.
• Data Analysis
• – Use SQL, Python (Pandas), and Excel to validate trade data, reconcile positions, and support portfolio managers’ decision‑making.
• – Build dashboards (Power BI / Tableau) for operational KPIs and trade exception tracking.
• – Perform data profiling and source‑to‑target mapping for system integrations.
• Stakeholder Management \& Agile Delivery
• – Facilitate workshops with investment operations, compliance, and technology teams.
• – Manage backlog in JIRA/Confluence, prioritize features, and lead sprint ceremonies.
• – Act as the bridge between business users and development teams.

Required Qualifications

• 6–8 years

of Business Analysis experience specifically within

institutional asset management

(not retail wealth or retirement recordkeeping).

• Proven track record of

writing product specifications

(BRDs, FRDs, PRDs) for investment workflow systems.

• Experience designing

UX wireframes

or mockups (Figma, Balsamiq, or similar) – portfolio or examples expected.

• Deep understanding of

trade order management, portfolio management, and cashflow/operations workflows

.

• Strong

SQL skills

(joins, aggregations, data validation).

• Working knowledge of

Python or R

for data analysis (Pandas, NumPy, or equivalent).

• Proficiency in

Excel

(Power Query, pivot tables, VBA macros a plus).

• Excellent communication skills – ability to explain complex trade lifecycles to engineers and UI concepts to portfolio managers.

Regards,

Muraliraja

[email protected]