Business Systems Analyst supporting wealth management and capital markets trading platforms. Responsibilities include analyzing the end-to-end trade lifecycle, order management, execution, amendments, cancellations, settlement, options strategies, buying power, margin, market data, risk controls, and regulatory compliance. The role elicits requirements, facilitates stakeholder workshops, performs gap analysis, supports Agile/Scrum ceremonies, coordinates UAT, and bridges business, operations, compliance, and technology teams.
Professional Summary
Business Systems Analyst with strong knowledge of Wealth Management and Capital Markets operations, supporting the end-to-end trade lifecycle across equities, options, mutual funds, fixed income products (GICs/Bonds), Principal Protected Notes (PPNs), and Structured Notes. Expertise in trade order management, trade execution workflows, market data integration, order amendments/cancellations, settlement processes, and regulatory compliance. Strong understanding of advanced trading concepts including multi-leg option strategies, long/short positions, buying power calculations, margin requirements, and real-time portfolio impacts. Experienced in bridging business and technology teams to deliver trading platform enhancements, process improvements, and production support initiatives.
Key Responsibilities
Capital Markets & Wealth Product Knowledge
Trade Lifecycle Management
Managed end-to-end trade processing from order entry, validation, routing, execution, allocation, settlement, and reporting.
Analysed trade status throughout the lifecycle, including:
Order Management System (OMS)
Trade amendments and cancellations
Options & Advanced Trading Concepts
Analysed impacts of complex option trades on client portfolios and account buying power.
Supported business requirements related to derivative trading workflows and risk controls.
Buying Power & Margin Analysis
Analysed buying power availability based on:
Calculated buying power impacts resulting from:
Market Data & Risk Management
Business Analysis Responsibilities
Conducted requirement elicitation sessions with Wealth Management, Trading, Operations, Compliance, and Technology teams.
Produced:
Facilitated stakeholder workshops and gap analysis sessions.
Supported Agile/Scrum delivery methodologies and participated in sprint planning, backlog grooming, and UAT activities.
Domain Skills
Wealth Management
Capital Markets
Buying Power Calculations
Margin Accounts
Trade Lifecycle Management
Kumaran Systems Toronto, Ontario, CAN Office
703 Evans Avenue, Suite 605 , Toronto, ON , Canada, M9C 5E9
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