Markets Operations Business Analyst

Planet Group; Quincy (MA); On-site; USD 96,000 - 103,000; Full time

Job summary

Planet Group seeks an experienced Business Analyst to lead onboarding lifecycle initiatives within Markets Operations Excellence. You will partner with Risk, Technology, and Operations to design process maps, reduce manual touchpoints, and strengthen controls for client onboarding and account setup.

The role demands 8+ years in financial services and a solid grasp of risk management, with a focus on end-to-end integration and data. Onsite work in Boston four days weekly is expected.

Qualifications

• 8+ years of experience in Financial or Asset Services as a business analyst.
• Bachelor's degree in Finance, Technology, or an equivalent field.
• Strong understanding of risk management, controls, and control design frameworks.
• Knowledge of institutional marketplace, asset classes, and investment products.

Responsibilities

• Own assigned initiatives, managing scope, timelines, dependencies, risks, and issues.
• Collaborate with Technology, Risk, Operations, and front office teams for delivery.
• Elicit and document business requirements and map end-to-end processes.
• Define KPIs and track program status and milestones.
• Manage Jira backlog and ensure comprehensive test plans and UAT.

Skills

Strong communication

Proactive mindset

Independent work

Structured approach

Quick learner

Cross-functional collaboration

Education

Bachelor's degree in Finance, Technology, or equivalent

Professional certifications such as CSPO/PSPO/PMP/PRINCE2/Agile-Scrum

Job description

Title: Business Analyst
Location: Boston, One Congress Street, 4 days/week onsite
Duration: 6 months, likely to extend
Pay: 70-75

Who are we looking for

An experienced leader to join our Operations Excellence group, responsible for managing the client onboarding lifecycle and account setup automation to deliver value to the business and our clients. The ideal candidate brings experience in Financial or Asset Services and Capital Markets products and will partner closely with Market Operations, Technology, Business Risk Management, front office Product and Trading. Reporting to the NA Product Manager, this role requires strong initiative, sound judgment, and the ability to manage competing priorities in a fast?paced environment. Success will be driven by effective collaboration, strong organizational skills, and a professional, team?oriented approach.

Why this role is important to us

This role sits within client Markets, the firm's investment research and trading business supporting institutional asset owners and managers with trading, securities lending, and portfolio solutions. Client Markets focuses on enhancing and preserving client portfolio value through technology, optimized trading, and global market connectivity.

The Markets Operations Excellence team is seeking a Business Analyst with strong process re?engineering, and business analysis expertise to support and evolve client onboarding and account setup services. This role is responsible for delivering solutions aligned with Markets onboarding strategy and data integration requirements across downstream consumers. The onboarding lifecycle spans new account and portfolio onboarding, portfolio lifecycle events, and static data maintenance. The position plays a key role in driving middle? and back?office innovations that streamline end?to?end integration, servicing, and interoperability for Markets clients.

The successful candidate will deliver scalable, pragmatic solutions that strengthen operational resilience and execution. This role offers the opportunity to make a meaningful impact within a dynamic capital markets environment from day one.

What you will be responsible for

• Own assigned initiatives, managing scope, timelines, dependencies, risks, and issues through delivery
• Partner with Risk to proactively manage processing risk and embed appropriate controls
• Collaborate with Technology, Client Success, Operations, and Risk teams to ensure aligned and effective product delivery
• Define business problems and design solutions through detailed process mapping and analysis using tools such as DrawIO
• Assess end?to?end processes to reduce manual touchpoints, eliminate bottlenecks, and strengthen controls
• Elicit, analyze, and document business requirements, ensuring alignment with stakeholder needs
• Define, measure, and track benchmarking, KPIs and KRIs across key milestones
• Manage project plans and milestone delivery to ensure deadlines are clearly defined and met
• Coordinate activities across multiple initiatives and stakeholder groups
• Identify, elevate, and resolve risks and issues, driving timely decision?making and progress to resolution
• Act as a liaison across workstreams to drive alignment on plans, status, and risk reporting
• Own and prioritize the Jira backlog, incorporating client and stakeholder feedback
• Ensure test plans are comprehensive and clearly documented
• Oversee User Acceptance Testing (UAT) to confirm solutions meet business requirements and support successful releases and manage BUAT completion
• Support strategic initiatives, including market research, technology enhancements, and ad hoc requests
• Influence outcomes and lead through collaboration without direct management authority
• Apply strong reference data product knowledge across portfolio, entity, and static data domains using workflow?driven, event?based processes
• Leverage general understanding of front?to?back investment management and investment services across asset classes
• Communicate program and project status to senior management and stakeholders on a regular and ad hoc basis

What we value

• Strong written and verbal communication and collaboration skills
• An inquisitive, proactive mindset with a focus on addressing risk before issues arise
• Ability to work independently with a positive attitude while navigating ambiguity and organizational change
• A structured, disciplined approach to organizing information and driving action
• Demonstrated ability to learn quickly in complex environments, with a commitment to continuous development
• Comfort working across in?office and virtual settings with globally distributed teams
• Proven ability to manage multiple time?sensitive priorities without compromising quality

Education & Preferred Qualifications

• 8+ years of experience in Financial or Asset Services as a business analyst, delivering high?impact, cross?functional initiatives across global teams and business units
• Bachelor's degree in Finance, Technology, or an equivalent field
• Strong understanding of risk management, controls, and controls design frameworks
• Solid knowledge of the institutional marketplace, asset classes, and investment product offerings
• Professional certifications such as CSPO, PSPO, PMP, PRINCE2, Agile/Scrum, Six Sigma, Lean, or Change Management are a plus

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. While each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.