Business Analyst - Portfolio / Trade

Options Group; Stamford (CT); On-site; USD 85,000 - 120,000; Full time

Job summary

A leading global executive search firm seeks a Business Analyst with a strong focus on trading and portfolio management in the financial services sector. The role requires expertise in data analysis, excellent communication skills, and the ability to manage enterprise projects using agile methodologies. Candidates should have a proven track record in financial services with an understanding of the trade life cycle and portfolio management.

Qualifications

• At least five years of experience as a BA in financial services.
• Strong data analysis skills and ability to work with relational data.
• Excellent communication skills for regular interaction with business.

Responsibilities

• Drive requirement gathering activities with stakeholders.
• Collaborate across teams on large scale enterprise projects.
• Write meaningful epics and user stories using agile methodology.

Skills

Data analysis

Documentation

Coordination

Communication

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

1.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

2.Strong data analysis, documentation and coordination skills

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

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

5.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.