Senior Business Analyst - Post-Trade & Regulatory Change

Talan Group; New York (NY); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Salary range: US$110,000–US$135,000

401(k) with company matching

15-27 days paid vacation

8 paid holidays + 5 sick days + 2 personal days

Health, dental, and vision insurance plans

Voluntary STD and LTD

Job summary

An international consulting firm is seeking a Senior Business Analyst to support a major back-office subledger migration. Candidates should have over 10 years of experience in capital markets Operations, particularly in broker-dealer workflows for cash equities and US options. The role involves representing Operations in key meetings, coordinating documentation, and owning testing procedures. Excellent salary and comprehensive benefits package offered, including retirement plans and paid vacation days.

Qualifications

• 10+ years of experience in capital markets Operations or back-office transformation roles.
• Expertise in broker-dealer workflows for cash equities and US options.
• Hands-on knowledge of DTCC and OCC workflows.

Responsibilities

• Represent Operations in conversion and vendor meetings.
• Produce conversion documentation and executive summaries.
• Own testing documentation and execution across multiple areas.
• Define and document migration strategies and conversion playbooks.

Skills

Capital markets Operations experience

Broker-dealer Operations workflows expertise

Trade lifecycles understanding

DTCC and OCC workflows knowledge

Back-office conversion project experience

Project governance understanding

Job description

Senior Business Analyst - Post-Trade & Regulatory Change

Senior Business Analyst - Post-Trade & Regulatory Change

Talan is an international consulting and technology expertise group supporting Corporate and Investment Banking (CIB) and Financial Services clients through large-scale transformation programs driven by data, technology, and innovation.

In North America, Talan works with some of the largest U.S., French, and Japanese banks, delivering high-value expertise across front-office, risk, finance, regulatory, and technology domains.

With over 20 years of experience, a presence across five continents and 21 countries, and Great Place to Work® certification, the Group is on track to reach 8,000 employees worldwide, including 600 in North America.

Job Description

We are seeking an experienced Senior Business Analyst / Operations Coordinator to support a major back-office subledger migration from an internal solution to the Broadridge Shadow application.

This role sits at the intersection of Operations, IT, Finance, and the vendor, and plays a key role in ensuring a successful conversion for cash equities, US options clearing, and asset servicing. The migration is already underway.

Role and responsibilities

• Represent Operations in all conversion and vendor meetings, acting as a key point of coordination between internal teams and Broadridge
• Produce clear conversion documentation, including executive summaries, key decisions, and deliverables for senior Operations stakeholders
• Support the existing roadmap by contributing to key tasks, milestones, and dependencies
• Assist in the creation of the chart of accounts for the new subledger
• Own testing documentation and execution, including test scripts, expected results, actual results, gap analysis, and remediation tracking, across:
  • Trade capture
  • Trade settlement
  • Asset servicing
  • Non-financial regulatory reporting (Short Interest, Reg SHO)
  • Security Master and Account Master
  • Cash and position reconciliations (system vs clearinghouse vs general ledger)
  • Shadow outputs and accounting feeds
• Define and document migration strategies and conversion playbooks
• Review existing Operations procedures and update them to reflect the new Shadow application
• Support training and knowledge transfer for Operations teams ahead of and after go-live

#LI-MNRK

Qualifications

• +10 years of relevant experience in capital markets Operations, post-trade, or back-office transformation roles
• Strong expertise in broker-dealer Operations workflows for cash equities and US options, including clearing and custody
• Solid understanding of trade lifecycles and post-trade processing
• Hands‑on knowledge of DTCC and OCC workflows, including TradeSuite interfaces
• Experience contributing to or leading a back-office conversion or migration project
• Understanding of how OMS feeds back‑office systems and how those systems interface with clearinghouses and the general ledger
• Familiarity with Broadridge Shadow is a strong plus, but not mandatory
• Good understanding of project governance and documentation best practices

At Talan, we invest in our employees' well‑being and empower them with benefits, including:

• 💵 The salary range for this role is US$110,000–US$135,000
• 💸401(k) retirement plan with company matching
• 🌴15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
• 📴8 paid holidays + 5 sick days + 2 personal days per year
• ❤️🩹Company health, dental, and vision insurance plans + FSA
• 🦺Voluntary STD and LTD

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

Additional Information

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