Masters degree in Finance with 5+ years of work experience in the investment management industry
Or Bachelors degree in Finance with 8+ years of work experience in the investment management industry.
Experience in defining and implementing technology solutions for a major financial institution
Extensive experience as a Business Analyst for a large financial institution
Extensive experience with implementing or working in systems like Summit, Murex.
Extensive experience in gathering business requirements and developing functional specifications with special emphasis on use cases, defining test cases, and providing user training and support
Extensive experience with various system development lifecycle methodologies and tailoring the artifacts to those methodologies
Experience with BPM tools like iGrafix ,PEGA and Cordys is a plus
Knowledge of products like Bonds (PV and Structured),MBS, ABS, Repos/Reverse Repos, Futures, Options,
Swaptions etc including understanding of trade life cycle events from an investment and capital market perspective.
Familiarity with the settlement and accounting process associated with the above products
Demonstrated experience in gathering requirements or implementing IBOR/RFR transition for a portfolio of fixed income products.
Thorough understanding of curve construction methodology for various interest rate curves.
Knowledge of different valuation models used to value OTC derivatives.
Strong process analysis skills and ability to suggest improvements for efficiency and effectiveness of solutions based on industry best practices
Knowledge of business analysis best practices (such as BABOK) and ability to effectively apply them
Advanced knowledge of specific business area, process, workflows, standards, and business practices
Proven conceptual, analytical, and judgmental skills
Critically analyze requirements and ensure completeness from a quality requirement view point.
Ability to identify data needs, quality rules and lineage.
Excellent verbal and written communication skills and ability to communicate well with all levels, technical as well as non-technical stakeholders
Ability to work directly with clients and management without supervision and to facilitate and navigate
discussions with stakeholders to ensure clarity, prioritization, and consensus
Leadership skills and ability to work well with diverse team members, often in multiple locations
Ability to work with different points-of-view and lead, the team to convergence, while always keeping the
project objectives in sight
Strong presentation and facilitation skills
Excellent personal organization skills and ability to take things to closure without follow-ups