Business Analyst - Portfolio / Trade

Options Group; Stamford (CT); On-site; USD 80,000 - 120,000; Full time

Job summary

A global executive search firm based in Stamford is seeking a skilled Business Analyst with a strong background in the financial services industry. The ideal candidate will possess at least five years of experience, particularly in trading and portfolio management, as well as exceptional data analysis and communication skills. Responsibilities include gathering requirements and facilitating collaboration across teams. This role offers an opportunity to drive strategic initiatives within a dynamic and growing financial services environment.

Qualifications

• At least five years of experience as a Business Analyst in financial services.
• Experience working on large scale enterprise projects using agile methodology.
• Ability to understand relational data and perform data analysis.

Responsibilities

• Drive requirement gathering activities with business and technical resources.
• Work cooperatively across teams and departments.
• Communicate effectively with stakeholders.

Skills

Data analysis

Documentation skills

Coordination skills

Communication skills

Job description

Options Group is a leading global executive search and strategic consulting firm specializing in financial services including capital markets, global markets, alternative investments, hedge funds, and private banking/wealth management.

For more than 25 years, our clients and candidates have come to know that Options Group always exceeds expectations. Our innovative approach to facilitating limitless search possibilities for our clients and candidates around the world has been recognized as the industry standard. Through our global footprint (15 offices spread across 4 continents), Options Group has the resources, analytics and experience to drive the acquisition of top tier talent for firms of any size. Options Group is on the forefront, pioneering a new generation of human talent management solutions, where research meets recruiting for optimal strategic results. OG is hands‑on in providing a superior range of innovative options for financial services & tech clients and candidates.

Job Description

At least five years of experience as a BA in the financial services industry with at least two years of trading and portfolio management focus.

Strong data analysis, documentation and coordination skills.

Experience working on large scale enterprise projects leveraging agile development methodology – must be able to write meaningful epics and stories.

Ability to work cooperatively and constructively across teams, departments, and personalities.

Needs to be self‑motivated, will drive requirement gathering activities with business and technical resources.

Qualifications

They primarily trade long short equities. Options and fixed income is helpful.

Portfolio/trade management = understanding trade life cycle, position, pnl, etc. they use an in house system so no need for off the shelf product experience.

Also need people who is willing to understand relational data and do some data analysis.

Communication is key! They will be sitting with the business on a regular basis so they need excellent comm skills.

Additional Information

All your information will be kept confidential according to EEO guidelines.