Note: The job is a remote job and is open to candidates in USA. Photon is seeking a highly analytical and articulate Business Analyst with strong domain expertise in Capital Markets and Asset Management to serve as a key liaison between business stakeholders and technology teams. The role involves leading requirement elicitation, ensuring stakeholder alignment, and providing functional support to development teams to deliver high-impact solutions.
Responsibilities
- Lead requirement elicitation sessions with business stakeholders across Capital Markets and Asset Management functions, including Front Office and Portfolio Management teams. Translate business objectives into detailed functional requirements, user stories, and acceptance criteria aligned with investment and trading workflows
- Act as a critical bridge between Front Office stakeholders (Portfolio Managers, Traders, Investment Analysts) and IT teams. Facilitate workshops and discussions to ensure alignment on trading workflows, portfolio strategies, data requirements, and system enhancements
- Partner with Product Owners to manage and prioritize the product backlog, ensuring requirements related to portfolio construction, order management, trade lifecycle, and asset servicing are well-defined, refined, and sprint-ready
- Provide ongoing functional guidance to development squads on Capital Markets workflows, including trade execution, portfolio rebalancing, compliance checks, and market data usage. Act as the go-to person for functional clarifications during sprints to ensure accurate implementation
- Develop and maintain comprehensive functional documentation, including process flows, trade lifecycle diagrams, portfolio data models, and system interaction maps, ensuring alignment with industry practices and regulatory standards
Skills
- Bachelor's Degree
- Strong hands-on experience in Capital Markets (Equities, Fixed Income, Derivatives – preferred)
- Strong hands-on experience in Asset Management & Investment Lifecycle
- Strong hands-on experience in Front Office Operations (Trading, Order Management, Execution workflows)
- Strong hands-on experience in Portfolio Management Systems & Processes
- Understanding of trade lifecycle (order capture → execution → settlement) and portfolio analytics
- Excellent stakeholder management skills with the ability to engage with Portfolio Managers, Traders, Risk & Compliance teams
- Strong verbal and written communication skills with a structured approach to problem-solving
- Proficiency in Jira for backlog and sprint management
- Experience with Confluence for documentation
- Exposure to data analysis tools (Excel, SQL – preferred) for validating financial and portfolio data
- Ability to break down complex financial processes and translate them into structured functional requirements, especially across multi-asset and portfolio-driven systems
- Experience working with global Capital Markets / Asset Management clients or platforms
- Familiarity with Order Management Systems (OMS), Portfolio Management Systems (PMS), or Trading Platforms
- Understanding of market data providers (e.g., Bloomberg, Reuters)
- Knowledge of regulatory frameworks impacting trading and investment operations
- Certifications such as CBAP, CFA, or CSPO
Benefits
- Medical, vision, and dental benefits
- 401k retirement plan
- Variable pay/incentives
- Paid time off
- Paid holidays
Company Overview
Company H1B Sponsorship