Markets Operations Business Analyst - Onboarding & Automation

Lancesoft; Boston (MA); On-site; USD 83,000 - 90,000; Full time

Job summary

Lancesoft is seeking an experienced Markets Operations Business Analyst to lead onboarding lifecycle and account setup automation within a fast-paced capital markets environment. You will partner with Market Operations, Technology, Risk, and front office teams to deliver scalable, end-to-end onboarding solutions in a Boston-based, onsite setting.

The role emphasizes process re-engineering, data integration, and cross-functional collaboration to drive middle/back office innovations and strengthen

Qualifications

• 8+ years of experience as a business analyst in Financial or Asset Services.
• Bachelor's degree in Finance, Technology, or equivalent field.
• Strong understanding of risk management, controls, and control design frameworks.
• Solid knowledge of institutional marketplace, asset classes, and investment products.
• Certifications such as CSPO, PSPO, PMP, PRINCE2, Agile/Scrum, Six Sigma, Lean, or Change Management are a plus.

Responsibilities

• 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, escalation, 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.
• 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.

Skills

Strong written and verbal comms

Cross-functional collaboration

Proactive mindset

Independent work

Structured approach

Rapid learning in complex environments

Risk controls understanding

Education

Bachelor's degree in Finance/Technology or equivalent

Job description

Lancesoft is seeking an experienced Markets Operations Business Analyst to lead onboarding lifecycle and account setup automation within a fast-paced capital markets environment. You will partner with Market Operations, Technology, Risk, and front office teams to deliver scalable, end-to-end onboarding solutions in a Boston-based, onsite setting.

The role emphasizes process re-engineering, data integration, and cross-functional collaboration to drive middle/back office innovations and strengthen