Investment Services Product Analyst – MiFID & Onboarding

Spyro Soft; Warszawa; Hybrid; PLN 120,000 - 180,000; Full time

Job summary

Spyro Soft is seeking a business analyst to support a long-running programme around investment offerings and client journeys. You will work across a portfolio of initiatives, translating regulatory and business needs into actionable requirements and functional designs for delivery.

You will partner with product owners and engineers to ensure solutions meet MiFID II, onboarding, suitability and governance requirements, while maintaining clear documentation and traceability through release and

Qualifications

• 2–5 years of experience in business analysis in the financial sector, ideally in banking, brokerage, asset management or a similar investment-services environment
• Practical knowledge of investment products and investment-service processes (client onboarding and suitability, order placement and execution, portfolio and product servicing)
• A working command of the rules that shape investment services – MiFID II above all: suitability and appropriateness assessment, product governance, and the disclosure and reporting obligations that follow
• Ability to draw requirements out of stakeholders who have not yet written them down, and to document and analyse them so they hold up through delivery
• Experience translating business and regulatory requirements into clear functional specifications (user stories, process models, data mappings, use cases, acceptance criteria)
• A track record of delivery alongside engineering teams – from shaping the solution through to release and post-go-live support

Responsibilities

• Gather, analyse and document business and functional requirements for investment products in close collaboration with business stakeholders and subject matter experts
• Map and design the target processes behind investment products, including those that exist because a regulation requires them – suitability assessment, product governance and client disclosures
• Design functional solutions for investment applications and processes – covering process flows, data models and system behaviour specifications
• Translate business and regulatory requirements into detailed functional documentation consumable by the development team (user stories, acceptance criteria, data mappings)
• Act as the primary point of contact between business and technology for assigned project workstreams
• Lead and manage selected project workstreams – coordinating tasks, tracking progress and escalating risks where needed
• Keep product, engineering, Compliance and Legal aligned on what is being built and why

Skills

Business analysis

Financial sector experience

MiFID II knowledge

Stakeholder interviewing

Requirements documentation

Functional specifications

Job description

Spyro Soft is seeking a business analyst to support a long-running programme around investment offerings and client journeys. You will work across a portfolio of initiatives, translating regulatory and business needs into actionable requirements and functional designs for delivery.

You will partner with product owners and engineers to ensure solutions meet MiFID II, onboarding, suitability and governance requirements, while maintaining clear documentation and traceability through release and