IT Business Analysts - Equity Operations ASO/VP
Technical business analyst job in New York, NY
The Global Markets & Risks Booking and Post Trade IT team is responsible for booking and post trade applications for Equity Derivatives, Securities Lending, Global Macro (Rates, FX, Commodities), Credit Front Office and Support Functions teams. The team is involved in the different phases of application development: user needs collection, analysis, design, implementation, delivery, support, and maintenance, within an agile framework.
We are seeking a Operations IT Business Analyst specializing in:
Equities Booking and Post-Trade domain, particularly in areas such as Equity/Securities Lending, Operations, Compliance, and Accounting (Loanet, Sophis, Broker Dealer back-office applications, …)
Collateral Management and Cash Management in external and internal applications (Calypso…) for Global Markets activities.
The candidate will primarily be involved in Business Analysis to help implement new features in the supported applications, and in functional support for end-users in Operations. He/She/They will work closely with Operations and global IT Teams and will have a good knowledge of financial products and Operations.
The candidate's responsibilities will include gathering requirements from operations, writing business requirements, creating mockup screens or proofs of concept, liaising with IT developers (both locally and in Head Office), defining and executing test scripts, and coordinating with end-users for User Acceptance Testing (UAT). Additionally, the candidate will be responsible for functional support and will assist with planning and status reporting.
Main responsibilities include:
Business Analysis / Project Management:
Collaborate closely with user representatives (traders, operations personnel, etc.) to gather and document business requirements.
Conduct and document impact and gap analyses.
Evaluate IT solutions to determine the best fit for business needs.
Develop user stories and detailed functional specifications for IT development teams.
Define and execute test scripts.
Coordinate User Acceptance Testing (UAT).
Engage in project scoping and planning, progress reporting, and the identification and management of issues and risks, ensuring effective communication throughout.
Functional Support / Maintenance:
Provide day-to-day support for Booking and Back Office applications, including
booking, straight-through processing, settlement, clearing, reporting, and accounting.
collateral management, cash management, straight-through processing, settlement, clearing, reporting, and accounting.
Qualifications :
Bachelor Degree in Computer Science / Finance
Experience in IT business analysis for Back Office in the Finance industry
Functional knowledge of Equity/Securities Lending activities from a operations perspective including booking, settlement, clearing, reporting and accounting for US broker dealer.
Functional knowledge of Equity and fixed income activities from a collateral and cash management perspective. Knowledge of booking, settlement, clearing, reporting and accounting is a plus
Familiarity with Collateral and Cash Management systems (Calypso or equivalent).
Familiarity with Broker Dealer systems (e.g., Phase 3/Shadow Suite), and trading systems such as Sophis (or equivalent), Smart Loan, Loanet,.
Knowledge of SQL, Jira, Confluence
Strong communication skills.to effectively support the needs of Operations and Front Office teams
Ability to quickly prioritize and multi-task in a fast-paced environment on multiple applications
Strong analytical and problem-solving skills
Detail oriented with the ability to multi-task
Strong interpersonal and organizational skills
Knowledge in Agile scrum practices and methodologies is a plus
Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law.
Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities.
The salary range for this position will be between $145,000 - $180,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance
Business Data Analyst
Technical business analyst job in New York, NY
Technical Data / Business Analyst - Hybrid in NYC (3 Days Onsite)
Contract Role via Russell Tobin
Pay: $75-$90/hour (W2), depending on experience
Second-round interview is onsite - no exceptions
Russell Tobin is partnering with a leading global financial services firm to hire an experienced Technical Data / Business Analyst for a contract opportunity based in New York City. This role sits within a high-visibility Risk & Compliance technology group and offers a chance to work with top-tier professionals in a collaborative, innovation-driven environment.
What We Offer
Opportunity to work with leading professionals in a firm that values both individual contribution and teamwork
Modern, collaboration-focused office environment
Flexible hybrid schedule (3 days onsite per week)
Challenging, rewarding work with room for continuous learning and advancement
A technology-forward environment focused on solving complex business problems
Team Overview
You will join the Non-Financial Risk Technology (NFRT) organization, which provides operational controls, surveillance capabilities, and technology solutions to strengthen enterprise resilience. The team supports critical business functions including business continuity, records management, due diligence, and compliance monitoring.
This specific role is aligned with the Wealth Management Monitoring Department, supporting Risk & Compliance teams with tools and applications used to monitor Financial Advisor adherence to firm policies.
Position Overview
The Technical Data / Business Analyst will play a key role in business analysis, project management, and data analysis efforts related to model development, requirements documentation, UAT, and product support. The ideal candidate is analytical, detail-oriented, proactive, and thrives in a fast-paced, team-oriented environment.
Key Responsibilities
Elicit, analyze, and create business requirements documentation (Agile user stories, proof-of-concept models, supporting documentation)
Analyze datasets to identify gaps and coordinate with cross-functional teams to resolve issues
Work closely with development teams to ensure technical solutions meet business expectations
Conduct Behavior-Driven Development (BDD), and write/execute User Acceptance Testing (UAT) plans
Create and manage project plans; escalate risks and delays as needed
Lead cross-functional initiatives, manage stakeholder communication, and oversee project risks
Provide mentorship to junior team members
Required Qualifications
Bachelor's degree in Computer Science or related field
8+ years of experience as a Business Analyst in global organizations
Strong Data Analysis skills with hands-on SQL and relational database experience
Solid understanding of software development lifecycle (SDLC) and Agile methodologies
Excellent written and verbal communication skills
Ability to collaborate across global IT and business teams
Self-driven, creative problem solver capable of owning deliverables
Comfortable in fast-paced, high-pressure environments
Strong customer service orientation and ability to navigate complex situations
Background in trade lifecycles and asset classes (Equities, Fixed Income, Options, Futures)
Knowledge of compliance surveillance platforms such as Actimize, MANTAS, SunGard, SMARTS, and exposure to models (wash trades, spoofing, insider trading, etc.)
Desired Skills
Experience with IT Project Management and SDLC (Waterfall/Agile)
Experience with Behavior-Driven Development (BDD)
Background supporting medium-to-large scale development projects
Familiarity with trades data, positions data, and reference data
About the Client
Our client is a leading global financial services institution and a market leader in investment banking, securities, investment management, and wealth management. They are committed to fostering an inclusive workplace where individuals from diverse backgrounds can thrive and grow.
Russell Tobin / Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k) retirement savings plan, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with select vendors.
Business Analyst - P&C Insurance required
Technical business analyst job in New York, NY
Sr. BA with Commercial Lines P&C insurance experience
Contract, 12 months
Hybrid, 3 days in week in the NYC (downtown)
This will move quickly for the right candidate - there are multiple positions, starting early January
MUST have Property and Casualty Insurance experience, commercial specialty experience is a plus
Position Description: We are looking for a seasoned Senior Business Analyst with extensive experience in the insurance sector to work on data and finance transformation projects. The ideal candidate will have a strong analytical mindset, excellent problem-solving skills, and the ability to communicate effectively with both technical and non-technical stakeholders. They should have a proven track record of successfully managing and delivering complex projects within the insurance domain.
Experience:
10 to 15 years of experience as a Business Analyst within the insurance industry.
Experience with data and/or finance transformation
Strong understanding of insurance products, processes, and regulations.
Excellent analytical, problem-solving, and decision-making skills.
Exceptional communication and interpersonal abilities.
Proficiency in business analysis tools and methodologies.
Experience with project management and agile methodologies is a plus.
Experience implementing VIPR a big plus
Will need to provide samples of work
Bachelor's degree in Business Administration, Finance, or a related field.
Vertex Solutions Inc. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.
Business Analyst
Technical business analyst job in New York, NY
ERP Business Analyst
💵Salary: up to $160,000
Are you a BA expert in SQL Server reporting with strong accounting process skills?
We are seeking a multifaceted Senior ERP Business Analyst with a strong background in SQL scripting and reporting, and a deep knowledge of accounting processes. You will be joining a growing team in a leading organization, working across a wide variety of technologies.
What do you need?
Advanced SQL Scripting, Querying and Database Analysis skills.
Ledger and sub-ledger expertise, with an all-around understanding of accounting processes.
Experience with IT Audits and SOX Compliance Support.
Experience with troubleshooting and support for Microsoft Dynamics 365 Business Central is nice to have.
Experience in the aviation industry is preferred.
What's in it for you?
Competitive compensation, bonus potential, and full benefits package.
The opportunity to grow your career in a fast-paced environment with strong professional development opportunities.
The chance to join a tight-knit community of experts in a growing and reputable company.
Don't miss out on this incredible career opportunity! Apply now to become part of a dynamic team, or send an up-to-date resume to the details below.
*****************************
***************
Business Data Applications Analyst
Technical business analyst job in New York, NY
Data Solutions - AI - ChatGPT
Hybrid 4 days per week - New York
We are partnering with a leading Private Equity firm seeking to modernize its operations through data, automation, and AI-driven solutions. This is a unique opportunity for a versatile problem-solver who can sit across applications and data, integrate systems, and pioneer the firm's use of AI technologies particularly ChatGPT and related tools to create tangible business impact.
The role is hands-on, highly exploratory, and focused on “figuring things out” whether that means building a solution directly or identifying where specialist consultants should be brought in. You'll play a critical role in helping the firm embrace new technologies, streamline operations, and unlock the value of their data.
You will sit between the IT and Data Science team working on both Projects and BAU.
Key Responsibilities
Work across business applications and data platforms to enable integration, automation, and efficiency.
Lead projects to centralize and leverage data (e.g., bringing Sage and Allvue data into Snowflake).
Explore, design, and implement AI-driven use cases, including the use of ChatGPT, to modernize workflows and enhance decision-making.
Identify opportunities for automation and digital transformation across the firm's operations.
Serve as a bridge between business needs and technology solutions, providing practical guidance on what should be solved internally vs. with external consultants.
Continuously research and experiment with emerging tools to keep the firm ahead of the curve.
Key Skills & Experience
Strong understanding of application and data integration.
Experience with data platforms (Snowflake preferred) and familiarity with financial systems (e.g., Sage, Allvue).
Hands-on experience with automation tools and scripting (e.g., Python, APIs, workflow automation).
Knowledge of and practical experience using AI/LLMs (e.g., ChatGPT) to solve business problems.
Ability to work in an exploratory, solutions-focused manner, with a high level of autonomy.
Strong problem-solving mindset-able to evaluate when to build, buy, or bring in external expertise.
Personal Attributes
Curious and entrepreneurial; thrives in ambiguity and enjoys “figuring things out.”
Practical and solutions-oriented with a strong sense of ownership.
Strong communicator who can bridge technical and non-technical stakeholders.
Excited by the opportunity to help transform and modernize a business.
What's on Offer
The chance to shape the digital and AI journey of a forward-looking Private Equity firm.
A broad, impactful role with exposure across applications, data, and AI.
Opportunity to work in a high-trust environment where innovation and experimentation are encouraged.
Competitive compensation package.
Business Analyst /Project Manager
Technical business analyst job in New York, NY
Job Role: Business Analyst /Project Manager
Duration: 6+Months
Business Analyst /Project Manager
• Translate functional requirements into OpenPages configurations: modules, schema changes, workflows, calculations, and task-focused UIs.
• Partner with OpenPages technical developers, vendors and architects to deliver high-quality solutions, enhancements, and upgrades.
• Liaison between business and IT, business requirements, run scrum meetings.
• Support UAT planning, testing, and production validation for OpenPages releases.
• Design and optimize reporting, dashboards, and control monitoring tools in OpenPages and related analytics platforms.
• Ensure data integrity, consistency, and traceability across OpenPages modules and source systems.
• Track and manage a backlog of features, enhancements, and fixes using Agile practices.
Required Skills:
• 8+ years of experience in operational risk, audit, compliance, or finance risk domains.
• 8 plus years of Business Analysis and Project Management experience
• Excellent verbal and written communication skills as well as ability to establish strong relationships across teams and business partners to effectively deliver work across the enterprise.
• Experience working in Agile/Scrum environments using tools like JIRA, Confluence, or Azure DevOps.
• Proven expertise with risk and control frameworks such as PRCs, Issue Management, Key Risk Indicators (KRIs), and Loss Event Reporting.
• Strong understanding of audit processes, control libraries, and enterprise risk governance.
• Ability to document user stories, process flows, and functional requirements clearly and effectively.
• Experience with system configuration, UAT coordination, and release management.
• Excellent analysis, communication, problem solving, process improvement and leadership skills.
• Ability to work independently or on a team, drive solutions with minimal supervision, be highly motivated and a quick learner.
• Demonstrated ability to synthesize business outcomes and high-level business requirements into clear feature breakdown and prioritization including writing user stories.
• Experience working in a complex global organization with proven effectiveness operating in a global company spanning multiple business units.
Business Analyst
Technical business analyst job in Jersey City, NJ
HCLTech is looking for an expert in payments domain with BA (Bilingual) and data analysis skill sets they should be familiar with payment types formats industry standards data mapping to join it in advancing the technological world through innovation and creativity.
Job Title: Payments BA - BILINGUAL
Job ID: 2779793
Position Type: Full-time
Location: Jersey City, New Jersey
Onsite
Key Responsibilities:
Relevant experience as business DATA analysis, business analysis or system analysis.
Experience in data governance data management or related roles including support of data standards/policies.
At least 5 plus years of experience in banking and financial services industry preferably payments
Experience with data management processes tools and applications including data cataloging process mapping handling data quality issues and lineage tool sets.
Experience in data profiling and writing SQL queries.
Ability to communicate both verbal and written in a clear confident with wide variety of stakeholders at different levels.
Required Experience
Define business, financial, and operations requirements and systems goals through partnership with decision makers, systems owners and end users
Strong knowledge and hands-on experience of working on industry standards like ISO20022, SWIFT etc.
Proficient in gathering the business requirements and converting those into technical & functional solutions
Deep understanding of multiple payment ecosystems (UPI, US RTP, FedNow, SEPA Interac etc), regional payment practices and emerging solutions
Solid understanding of trends in payment industry such as Mobile Banking, Digital Wallets, Tokenization
Successfully completed projects involving digital transformation and migration of legacy payment systems
Define & document User Stories, ICDs in JIRA under appropriate epic
Provide solution, story & ICD walkthrough to partners, Engineering Managers and CQE teams
Work with Scrum Masters & RTEs for day to day execution of initiative via a scrum team
Qualifications:
Demonstrated ability to effectively use complex analytical, interpretive and problem-solving techniques
Proven interpersonal, diplomatic and influencing skills
Consistently demonstrate clear and concise written and verbal communication
Must have skills:
Knowledgeable on SWIFT MT
Knowledgeable On MX (ISO 20022)
Hands on experience on CLEARING & SETTLEMENTS OF PAYMENTS between banks
PACS.008 (transfer funds from a debtor's account to a creditor's account between 2 FI)
PACS.009 (FI Credit Transfer)
PACS.004(Payment Return)
PACS.009COV (FI ‘Cover' Credit Transfer)
Business requirements writing and converting those into technical & functional solutions
JIRA Tool
Clear written and verbal communication
Pay and Benefits
Pay Range Minimum: $ 66000 year
Pay Range Maximum: $ 136400 per year
HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to ****************** for investigation.
Compensation and Benefits:
A candidate's pay within the range will depend on their work location, skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year.
Business Analyst
Technical business analyst job in New York, NY
Technology Business Analyst / Data Analyst
We are seeking a skilled Technology Business Analyst / Data Analyst to join our technology organization. The role focuses on gathering business requirements, delivering technical solutions, and supporting adoption of technology solutions that optimize business processes. The analyst will work closely with internal teams, stakeholders, and external vendors.
Responsibilities
Analyze business processes, systems, and workflows to identify opportunities for improvement.
Gather and document business requirements, user stories, and use cases.
Translate requirements into technical specifications and solution designs.
Design scalable, reliable, and high-performance software solutions.
Define system architecture, including data models, application layers, integration points, and interfaces.
Lead and participate in cross-functional project teams to deliver solutions on time and within budget.
Create project plans, schedules, and resource allocations; track progress and manage risks.
Collaborate with developers, QA teams, and stakeholders to ensure alignment between business needs and technical solutions.
Execute manual UAT and production testing to validate functionality and data accuracy.
Maintain documentation and support team knowledge sharing.
Experience Level
Domain experience in asset management or similar industries, with familiarity in investment workflows and data flows.
Proven experience as a Business Analyst or Software Architect in technology-driven environments.
Strong understanding of Agile or Scrum methodologies.
Proficiency in business process modeling, requirements elicitation, and documentation.
Strong analytical, problem-solving, and decision-making skills.
Excellent communication and interpersonal skills to collaborate across teams.
Willingness to participate in on-call rotations and after-hours support.
Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
SQL Servers Data Base Analyst
Technical business analyst job in New York, NY
A NY-based financial firm is looking for an experienced SQL Server Data Base Analyst to:
Manage the mission-critical production environment of mixed editions of Microsoft SQL Servers
Troubleshoot performance issues
Actively provide guidance and recommendations on best practices in SQL programming
Be on call for overnight jobs
Requirements
Minimum 8 years of hands-on experience in managing Microsoft SQL Server 2012, 2016, 2019, or 2022, including:
Installation and configuration
Backup-restore job management
Server health, job performance, and resource utilization Monitoring
Extensive experience in troubleshooting database issues and monitoring the performance of SQL Agent jobs using tools such as dynamic management views and DBCC commands.
Extensive experience in SQL performance tuning, including:
Analyzing query plan
Stored procedure statistics and index optimization
Blocking and deadlock detection
Resource governance
Extensive experience in: Data replication, Failover and disaster recovery, High availability
Familiarity with SQL Server features such as log shipping, database mirroring, and transactional replication.
Always-on experience a plus.
Keywords: Microsoft SQL Servers, DBA, Performance, Troubleshooting, Data Replication, Database Mirroring
Please send resumes to Jim Geiger, jeg@analyticrecruiting.com | For more opportunities, please
Insurance Business Systems Analyst
Technical business analyst job in Greenwich, CT
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below.
This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area.
No C2C, Third Party or Sponsorship
Title: Insurance Business Systems Analyst
Location: Hybrid (4 days onsite, 1 day remote)
Hybrid (Mon-Fri, 40 hours)
Fulltime, Permanent
Salary Range : $70,000.00- $80,000.00 10%bonus eligible)
MUST HAVE Recent Experience in the Insurance Industry!
This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals.
Responsibilities
• Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys.
• Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability.
• Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly.
• Project Work: Assist with projects and shifting priorities as needed.
• Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team.
• Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains.
• Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs).
• Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation.
• Reporting: Respond to user requests to generate reports from the system.
Skills & Requirements
• Minimum of 3-5 years of experience.
• Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial.
• Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions.
• Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams.
• Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial.
• Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage.
• Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems
Business Analyst - Back Office Migration (Broker Dealer)
Technical business analyst job in New York, NY
As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values - proximity, teamwork, diversity, excellence - our 850 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore.
Contract Type: Long-term consulting assignment with our client, Full time W2 role with Quanteam
Context
We are looking for a Senior Business Analyst with strong broker-dealer operations expertise to support a large-scale back-office subledger migration from a legacy internal platform to a leading vendor solution.
The consultant will serve as a key liaison between Operations, IT, Finance, and the Vendor, ensuring operational readiness, testing coverage, and comprehensive documentation throughout all migration phases.
You will represent the Operations department in all conversion activities, helping to define requirements, validate workflows, and support data and process migration for cash equities, listed options, and asset servicing.
Main Responsibilities
Act as the Operations representative across project and vendor meetings
Produce clear documentation: business requirements, testing plans, and executive summaries of key deliverables
Support the development of the chart of accounts and accounting feed mappings
Design and execute detailed test scripts covering:
Trade capture & settlement
Asset servicing
Regulatory reporting (e.g. Reg Sho, short interest)
Security & account masters
Cash / position reconciliations (system vs clearinghouse vs ledger)
Shadow output validation for accounting feeds
Contribute to migration strategies and operational playbooks
Update existing operating procedures to integrate the new system.
Required Skills & Experience
Strong background in broker-dealer operations: equities, U.S. options, clearing, custody
Excellent understanding of trade lifecycles and DTCC / OCC workflows (TradeSuite, etc.)
Hands-on experience in system migration / conversion projects
Working knowledge of how OMS platforms interface with back-office and accounting systems
Proficient in writing clear functional documentation and test cases
Familiarity with Broadridge Shadow or similar back-office systems is a strong asset
Business Analyst - Broadridge Systems
Technical business analyst job in New York, NY
Business Analyst - Broadridge Systems (Repo, Collateral, Fixed Income)
📍 New York, NY (Hybrid 3-4 days onsite)
🗓 Target Start: December 1st
💼 Contract Role | Broker Dealer Technology & Operations
We are hiring three Business Analysts to support major front-to-back initiatives across Sponsored Repo, Collateral Management, and Fixed Income Allocation for a rapidly growing primary dealer. These roles will drive automation, system integration, and process modernization across the firm's Broadridge ecosystem.
If you have strong Broadridge experience and a background in broker-dealer operations, this is an opportunity to join high-visibility programs with immediate impact.
🔍 What You'll Work On
Sponsored Repo
Lead business analysis for UAT and production rollout of Sponsored Repo.
Define test scenarios, acceptance criteria, and repo workflow validation.
Partner with trading, operations, risk, and technology across US and Canadian market workflows.
Map end-to-end repo lifecycle and identify automation opportunities.
Collateral Management
Document and enhance collateral workflows across repo, SBL, derivatives, and fixed income.
Automate manual processes such as margin calls and collateral valuation.
Support TLM and Broadridge integrations to reduce operational risk.
Troubleshoot trade capture, valuation, and reconciliation issues.
Fixed Income Allocation
Migrate allocation processes from Bloomberg into Broadridge IMPACT/BPSA.
Support development of new Murex interface feeds.
Streamline booking, enrichment, and fixed-income lifecycle workflows.
Drive vendor decommission efforts and workflow consolidation.
🧰 What You Bring
Broadridge experience is required (BPS, FinPro, Impact, BPSA, DLT, repo, or collateral modules).
5+ years as a BA in capital markets-repo, collateral, fixed income, or trade lifecycle.
Strong understanding of broker-dealer operations, ideally from firms like J.P. Morgan, BNP, BMO, etc.
Experience writing BRDs/FRDs, workflow diagrams, and future-state designs.
Hands-on UAT leadership, defect management, and data validation (SQL a plus).
Ability to collaborate across trading, operations, technology, compliance, and risk.
🚀 Why This Team
High-impact programs supporting the firm's expansion as a primary dealer.
Strategic projects involving automation, modernization, and new system integrations.
Collaborative environment with senior visibility.
Potential long-term conversion for high performers.
📩 Apply Now
If you have strong Broadridge experience and want to work on critical repo, collateral, or fixed-income initiatives, we want to speak with you.
Send your resume or reach out directly for more details.
Business System Analyst
Technical business analyst job in Greenwich, CT
About the Role
This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals.
Responsibilities
Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys.
Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability.
Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly.
Project Work: Assist with projects and shifting priorities as needed.
Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team.
Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains.
Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs).
Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation.
Reporting: Respond to user requests to generate reports from the system.
Qualifications
Minimum of 3-5 years of experience.
Required Skills
Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial.
Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions.
Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams.
Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial.
Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage.
Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems preferred.
AI Business Analyst
Technical business analyst job in Stamford, CT
We are seeking an experienced AI Data Specialist/Analyst to join a leading global insurance company. The ideal candidate will have a strong background in both artificial intelligence and insurance underwriting, with the ability to bridge technical innovation and business needs.
FT, Direct-Hire
Hybrid in CT, located near the train station
Experience with underwriting, AI driven automation solutions, LLM, SQL, cloud platforms, predictive models, data management, NLP, Machine Learning, Copilot, Tableau
A leading global insurance company is hiring an Senior AI Business Analyst to advance AI-powered underwriting automation and data-driven decision-making. This role blends artificial intelligence, analytics, and insurance expertise to optimize risk assessment and operational efficiency.
Key Responsibilities:
Build and enhance AI-driven automation for underwriting and compliance processes.
Integrate and analyze vendor and internal data to improve predictive models.
Apply machine learning, NLP, and LLMs to uncover insights and trends.
Collaborate with underwriting and business teams to define and deploy AI solutions.
Monitor model performance and support AI governance and ethics initiatives.
Qualifications:
5-7 years in insurance with strong understanding of underwriting and risk workflows.
5+ year working with AI/ML technologies, LLMs, or NLP tools.
Proficiency in Python and SQL; cloud experience (AWS/GCP) preferred.
Strong analytical, modeling, and communication skills.
Minimum of 2 years analyzing and documenting business processes and data patterns
Technical Skills: MS Office, Tableau, Power BI, ChatGPT, CoPilot, PowerApps, Power Automate, Azure, Data Bricks
2 years+ experience in P&C Insurance industry experience solutions
Preferred:
Experience in process automation, digital transformation, or enterprise AI solutions.
Business Analyst (Business Integrations)
Technical business analyst job in Stamford, CT
The Business Analyst will define and establish business rules for large cross-functional Mobile and government projects. This critical role bridges strategic goals, customer operations stakeholders, and development/testing teams, ensuring alignment and clarity in project execution.
Responsibilities:
Document and refine requirements, user stories, and high-level process workflows for new and existing projects.
Create and maintain robust Business Requirement Documents (BRDs), user stories, and operational workflows.
Lead the development of end-to-end business requirements, rules, and user stories while supporting operational improvements and testing (PMO and ORT).
Collaborate with stakeholders to identify business problems, evaluate opportunities, and propose effective solutions.
Act as a key touchpoint for stakeholders, ensuring a clear understanding of projects from concept to deliverable.
Communicate project changes and their impact on business units and customer operations effectively.
Preferred Qualifications:
Legal or government experience is advantageous but not mandatory.
Ability to write comprehensive BRDs and process flow diagrams.
Strong communication skills and an ability to present to diverse audiences.
Key Skills:
Business Requirements Documentation (BRD) expertise.
Experience in flowcharting and process workflow documentation.
Exceptional communication and presentation skills.
Work Environment:
60%: Meetings and presentations with stakeholders and teams.
40%: Writing, documenting, and refining deliverables.
Must be able to work onsite 4 days/week
Data Analyst
Technical business analyst job in Stamford, CT
A leading media and entertainment company is seeking a Data Analyst to join a driven and highly motivated team within Media Operations.
Responsibilities:
Work across the Fulfillment organization, understand voice of customer, operational requirements, and pain points
Use business acumen to thoroughly understand the operation and to develop operational expertise
Define a roadmap for data & analytics with Fulfillment leadership
Manage efforts and track progress against this roadmap
Project manage data initiatives throughout the department.
Manage vendor relationships and strategic partnerships
Manage governance processes and track operational metrics and KPIs
Prepare reports and presentations for senior leadership.
Develop new processes and workflows for measuring KPIs, collecting data, and presenting the data visually
Automate manual processes where possible
Support the department's operating rhythm for long-range planning (LRP) as needed
Qualifications:
2+ years of relevant work experience
Associate's and/or Bachelor's Degree in a Quantitative field
Experience working cross-functionally, defining requirements, managing timelines, and driving project completion
Strong problem-solving, critical thinking, and ability to draw meaningful insights from data
Data Analytics & AI Consultant
Technical business analyst job in New York, NY
STAND 8 provides end to end IT solutions to enterprise partners across the United States and with offices in Los Angeles, New York, New Jersey, Atlanta, and more including internationally in Mexico and India We are seeking a highly skilled Data Analytics and AI Consultant to support the enterprise-wide adoption of Artificial Intelligence-including GenAI, machine learning, and intelligent automation-as well as drive the implementation of our enterprise analytics strategy. This role will report to the Head of Enterprise Analytics and AI and operate within a cross-functional team delivering high-impact, analytics-driven transformation initiatives.
The ideal candidate is a strategic thinker with strong leadership capabilities, hands-on experience in analytics and AI programs, and the ability to work closely with senior stakeholders to influence enterprise-wide change.
This is an on-site position in New York City
Key Responsibilities
AI & Analytics Strategy Execution
Assist in developing and executing strategic plans for the adoption of GenAI, machine learning, and intelligent automation across the enterprise.
Support the continuous maturation of AI ideation intake, inventory management, prioritization frameworks, and governance routines.
Coordinate with governance stakeholders and business use case owners to ensure alignment across AI initiatives.
Program & Project Leadership
Provide direct and indirect leadership across multiple high-impact AI and analytics programs.
Oversee coordination efforts, cross-functional alignment, and priority-setting processes for AI and automation projects.
Manage budgets, resource planning, vendor relationships, and operational support for major initiatives.
AI & Automation Solution Implementation
Support or drive the development and rollout of AI-driven solutions improving customer engagement, colleague productivity, operational efficiency, and revenue growth.
Collaborate closely with technology teams and business partners to integrate AI solutions with existing systems and business processes.
Enterprise Analytics Enablement
Assist in developing and executing an enterprise-level analytics and reporting strategy.
Create implementation roadmaps designed to support organizational adoption and measurement.
Engage and influence key reporting and analytics partners, ensuring alignment, sponsorship, and successful delivery.
Continuous Innovation & Governance
Stay current with AI, machine learning, and automation advancements, applying new insights to enhance enterprise capabilities.
Support additional enterprise initiatives focused on identifying and delivering high-value analytics and AI-driven improvements.
Required Experience
Minimum 4 years leading or contributing to technology-enabled business transformation initiatives.
Minimum 3 years of hands-on experience in AI and/or analytics programs.
Proven experience driving deliverables, influencing workstreams, and providing leadership across cross-functional teams.
Preferred Skills & Qualifications
MBA or equivalent professional experience preferred.
5+ years in Financial Services strongly preferred.
Strong leadership, delegation, and executive-level communication skills, including experience interacting with C-Suite and Board-level stakeholders.
Experience leading, supporting, or executing major analytics or AI initiatives within large organizations-particularly financial institutions.
Benefits
Medical coverage and Health Savings Account (HSA) through Anthem
Dental/Vision/Various Ancillary coverages through Unum
401(k) retirement savings plan
Paid-time-off options
Company-paid Employee Assistance Program (EAP)
Discount programs through ADP WorkforceNow
Additional Details
The base range for this contract position is $77 - $87 / per hour, depending on experience. Our pay ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hires of this position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Qualified applicants with arrest or conviction records will be considered
About Us
STAND 8 provides end-to-end IT solutions to enterprise partners across the United States and globally with offices in Los Angeles, Atlanta, New York, Mexico, Japan, India, and more. STAND 8 focuses on the "bleeding edge" of technology and leverages automation, process, marketing, and over fifteen years of success and growth to provide a world-class experience for our customers, partners, and employees.
Our mission is to impact the world positively by creating success through PEOPLE, PROCESS, and TECHNOLOGY.
Check out more at ************** and reach out today to explore opportunities to grow together!
By applying to this position, your data will be processed in accordance with the STAND 8 Privacy Policy.
Business Systems Manager
Technical business analyst job in New York, NY
FGS Global is seeking a Business Systems Manager specializing in NetSuite to support our global technology and finance operations on our Global Technology team. This position is based in our New York City office on an in-person hybrid schedule.
RESPONSIBILITIES
Proven financial and technical NetSuite expert with experience involving cross-functional teams and strategizing enterprise-wide FinTech integrations and configurations.
Participate and lead in system design and conduct requirements gathering, together with the related functional Accounting and Finance teams.
Key person responsible for global Financial Systems support, system configuration expertise, and key report development in the financial and project accounting suites of NetSuite product applications.
Provide day-to-day support for NetSuite users across Finance, Operations, and Project Management teams.
Help to implement new subsidiaries and companies within NetSuite.
Manage data migration efforts, including data conversion and CSV imports.
Support and administer user training and support documentation.
Work closely with project and functional managers to ensure completion of tasks and achievement of key milestones.
Prepare custom reports, assist with trouble-shooting and maintain ongoing contact with NetSuite post go live.
ATTRIBUTES
Bachelor's degree in Information Systems, Accounting, Finance, or related field.
3+ years of NetSuite administration experience required, preferably in a services-based organization.
8+ years of professional experience within the Finance technology space.
Knowledge of NetSuite System Administration. Certification encouraged.
Strong understanding of NetSuite's Project Management, Advanced Billing, and Advanced Revenue Recognition (ARM) modules.
Experience within a global operation, including setting up and using multi-book, and multi-currency operations.
An individual who is confident, self-motivated and a team player.
Experience in developing effective working relationships with all levels of management.
Good time management skills with the ability to balance competing and conflicting timescales.
An independent problem solver with focus on providing solutions to business issues.
Excellent communication and influencing skills.
New York salary range: $130,000-$165,000
FGS Global is the world's leading stakeholder strategy firm, with approximately 1,400 professionals around the world, advising clients in navigating critical issues and reputational challenges. FGS was formed from the combination of Finsbury, The Glover Park Group, Hering Schuppener and Sard Verbinnen & Co to offer board-level and C-suite counsel in all aspects of stakeholder strategy - including corporate reputation, crisis management, and public affairs and is also the leading force in transaction and financial communications worldwide.
FGS offers seamless and integrated support with offices in the following locations: Abu Dhabi, Amsterdam, Beijing, Berlin, Boston, Brussels, Calgary, Chicago, Dubai, Dublin, Düsseldorf, Frankfurt, Hong Kong, Houston, Kingston, London, Los Angeles, Munich, Paris, Riyadh, San Francisco, Shanghai, Singapore, South Florida, The Hague, Tokyo, Toronto, Vancouver, Washington, D.C., and Zurich. The firm is headquartered in New York.
FGS Global is an equal opportunity employer and seeks qualified candidates regardless of race, religion, gender, sexual orientation, disability, national origin, or age.
Business Analyst with Trade OSS
Technical business analyst job in Jersey City, NJ
HCLTech is looking for Business Analyst with Trade OSS experience to join it in advancing the technological world through innovation and creativity.
Job Title: Business Analyst
Position Type: Full-time
Location: Jersey City, New Jersey (Onsite)
Required Experience
Extensive knowledge in financial products like invoice financing, trade finance, and factoring.
Skilled in analyzing and redesigning business processes to optimize supply chain finance workflows.
Building relationships with stakeholders, defining business requirements, and translating them into actionable solutions.
Expertise in data analysis, KPIs, and reporting for business insights.
Strong communication skills with the ability to present complex concepts to non-technical stakeholders.
Demonstrating excellent problem-solving abilities to identify issues and provide solutions in supply chain finance.
Must have skills:
Trade finance experience must
Expert in Supply Chain Finance
Expert in Stakeholder Engagement & Requirement Gathering
Good to have:
Advanced Business Process Mapping
Data Analytics & Reporting Advanced
Problem-Solving & Critical Thinking Advanced
Communication & Presentation Advanced
Experience level : 10-12 years
Pay and Benefits
Pay Range Minimum: $ 66000 per year
Pay Range Maximum: $ 124000 per year
HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to ****************** for investigation.
Compensation and Benefits:
A candidate's pay within the range will depend on their work location, skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year.
Sr. Business Analyst - must have P&C Insurance experience
Technical business analyst job in New York, NY
Sr. BA with Commercial Lines P&C insurance experience
Full time, permanent
Hybrid, 3 days in week in the NYC (downtown)
Position Description: We are looking for a seasoned Senior Business Analyst (policy/UW in commercial insurance preferred with a claims minor) with extensive experience in the insurance sector. The ideal candidate will have a strong analytical mindset, excellent problem-solving skills, and the ability to communicate effectively with both technical and non-technical stakeholders. They should have a proven track record of successfully managing and delivering complex projects within the insurance domain.
Skills, Knowledge and Abilities:
Solution, lead and drive projects to conclusion from a business point of view - time, budget, and scope definition.
Conduct thorough analysis of business processes and identify areas for improvement.
Collaborate with stakeholders to gather and document business requirements.
Design and implement innovative solutions to enhance business operations and drive efficiency.
Facilitate workshops and meetings to ensure alignment and understanding of project objectives.
Develop and maintain comprehensive documentation, including business requirements, process flows, and user stories.
Provide ongoing support and guidance to project teams throughout the project lifecycle.
Education/Experience:
10 to 15 years of experience as a Business Analyst within the insurance industry.
In depth knowledge and hands-on-experience on integrated platforms combining Policy - Administration, Rating, Forms, Billing, Financial Applications and 3rd party software such as CLUE, D&B, RiskMeter etc.
Claims experience a positive.
Strong understanding of insurance products, processes, and regulations.
Understands claims from operation system standpoint.
Excellent analytical, problem-solving, and decision-making skills.
Exceptional communication and interpersonal abilities.
Proficiency in business analysis tools and methodologies.
Experience with project management and agile methodologies is a plus.
Bachelor's degree in Business Administration, Finance, or a related field. A relevant certification (e.g., CBAP) is highly desirable.
Vertex Solutions Inc. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.