Fixed Income Post-Trade Consultant

XAXIS Solutions Inc.; New York (NY); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

XAXIS Solutions Inc. in New York seeks an experienced Fixed Income Post-Trade Consultant to support UAT, production issues, and small enhancements. You will analyze post-trade processes, including clearing, settlement, custody, and P&L, with strong data analysis and Broadridge Impact expertise.

The role requires 8–10+ years in financial services, a finance/ CS/engineering degree, and excellent cross-functional communication to interact with Operations, Technology, QA and business users.

Qualifications

• 8–10+ years in Financial Services / Capital Markets, preferably Fixed Income post-trade.
• Hands-on Broadridge Impact experience is highly preferred.
• Experience supporting UAT, production issues and business users.
• Bachelor’s degree in finance, business, CS, engineering or related field.

Responsabilités

• Provide functional support during testing and UAT: test scenario development and defect analysis.
• Deliver production and user support across Operations, Compliance and Technology.
• Analyze issues and perform root-cause analysis using Impact and data.
• Translate requirements into Impact flows, use cases and functional specs.
• Investigate issues via SQL queries and transaction-level troubleshooting.
• Develop use cases and test scenarios for new requirements and small enhancements.
• Collaborate with Operations, Technology, QA and business stakeholders.
• Support impact assessment of process changes across clearing, settlement and custody.
• Analyze P&L, stock ledger, and settlement processing issues; document solutions.

Connaissances

Fixed Income post-trade processing

Broadridge Impact

SQL/database queries

Data analysis

UAT & production support

Root-cause analysis

Test scenarios & use cases

Cross-functional communication

Issue resolution

Documentation of processes

Formation

Bachelor's degree in Finance, Business, Computer Science, Engineering or related discipline

Outils

Broadridge Impact

Description du poste

We are looking for an experienced Fixed Income Post-Trade Consultant / Business Analyst with strong expertise in Broadridge Impact and post-trade processing. The role will support project teams across UAT, production support, issue resolution, business analysis, and small enhancements, requiring a strong combination of functional knowledge and technical/data analysis capabilities. The ideal candidate should have hands-on experience with Fixed Income instruments and post-trade processes, including clearing, settlement, custody, P&L, stock ledger, factor/rate adjustments, and structured products such as MBS, ABS, CMBS and CLOs.

Responsibilities

• Provide functional support to project teams during testing and UAT phases, including test scenario development, execution support, defect analysis and resolution.
• Provide production and user support across Operations, Compliance and Technology teams.
• Analyze business issues and perform root-cause analysis using Broadridge Impact and underlying data.
• Translate business requirements and operational processes into Impact business flows, use cases and functional requirements.
• Support issue investigation through database queries, data analysis and transaction-level troubleshooting.
• Develop business use cases and test scenarios for new business requirements, system changes and small enhancements.
• Collaborate with Operations, Technology, QA and business stakeholders to resolve functional and data-related issues.
• Support impact assessment of process/system changes across the clearing, settlement and custody lifecycle.
• Analyze and troubleshoot issues related to P&L calculations, stock ledger, factor adjustments, rate adjustments, positions and settlement processing.
• Participate in requirements gathering, functional analysis, testing, defect management and implementation activities.
• Provide knowledge transfer and documentation of business processes, system functionality and issue-resolution procedures.

Qualifications

• 8–10+ years of experience in Financial Services / Capital Markets, preferably in Fixed Income post-trade processing.
• Strong hands-on experience with Broadridge Impact is highly preferred.
• Experience working as a Business Analyst, Functional Consultant, Production Support Consultant or Post-Trade Consultant.
• Experience supporting UAT, production issues and business users.
• Strong communication skills with the ability to interact effectively with Business, Operations, Technology and QA teams.
• Bachelor's degree in Finance, Business, Computer Science, Engineering or a related discipline.

Required Skills

• Required Functional Skills
• Strong understanding of Fixed Income post-trade processing, including:
• Trade lifecycle and post-trade processing
• Clearing and settlement
• Custody operations
• P&L calculation
• Factor and rate adjustments
• Reconciliation and exception management
• Hands-on experience with Broadridge Fixed Income Processing / Impact.
• Strong understanding of Impact clearing, settlement and custody workflows.
• Experience with Fixed Income and structured products such as:
• Mortgage-Backed Securities (MBS)
• Asset-Backed Securities (ABS)
• Commercial Mortgage-Backed Securities (CMBS)
• Collateralized Loan Obligations (CLO)
• Technical & Analytical Skills
• Good knowledge of SQL/database queries for data investigation and issue analysis.
• Ability to perform data analysis and trace transactions across different processing stages.
• Strong analytical and problem-solving skills with the ability to identify root cause and downstream business impact.
• Ability to map business requirements and operational processes to system/business flows.
• Experience in creating use cases, functional requirements, test scenarios and test cases.
• Ability to work closely with technical teams for debugging, defect analysis and solution validation.