Business Analyst, Derivatives Onboarding (Capital Markets)
- Montreal, QC, Canada
Contract
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Job details
- Job type
- Contract
- Posting language
- English
- Posted
Original job description
Mandate Overview:
- The client is looking for two senior business analysts for
the Derivatives Onboarding pillar of a transformation program that also covers
client master data and client lifecycle and compliance management. The target
journey runs from counterparty qualification through activation on trading
platforms and is currently fragmented across multiple systems and manual
interventions. The value of the profile lies in combining three areas of
expertise rarely found together: business knowledge of derivatives and their
contractual and regulatory framework, end-to-end analysis of a client journey
with six functions (Front, Middle and Back Office, Credit, Compliance, Legal),
and rigorous requirements engineering in an Agile context. The role also
requires alignment with analysts on the other two pillars and ease with
executive stakeholders. Advanced English is required in addition to French.
- Candidate sought: a senior business analyst who has
delivered at least one project on onboarding or client lifecycle for
derivatives clients (rates, FX or equity) in Capital Markets, with ISDA, credit
support annexes and reporting requirements on record. They produce requirements
registers, use cases and traceability matrices themselves, and facilitate
cross-functional workshops through to decision.
Requirements
Required:
- Experience on derivatives topics (rates, FX or equity),
including client onboarding and account opening or client lifecycle
- Knowledge of derivatives, related contractual documentation
and governing regulations
- Documenting an end-to-end client lifecycle with Front
Office, Middle Office, Back Office, Credit, Compliance and Legal
- Writing requirements, use cases and traceability matrices,
process modelling
- Understanding of IT and Agile, proficiency with Jira and
Confluence
- Command of French, spoken and written
- Advanced English
Preferred:
- Communicating with executive stakeholders and steering
discussions toward decisions
- Managing ambiguity and dependencies across multiple program
pillars
Asset:
- Capital Markets platforms (Murex, ION/Fidessa, Bloomberg or
similar)
- Transformation of a client onboarding journey in a financial
institution, including journey orchestration and document automation
- KYC/KYB requirements for institutional and corporate clients
- Banking or highly regulated environment
- Business analysis certification (CBAP, PMI-PBA)
Profiles to Exclude:
- Banking business analyst whose projects cover retail clients
(accounts, loans, cards), with no Capital Markets project.
- Capital Markets profile with no demonstrated project on
interest rate, FX or equity derivatives.
- KYC or compliance operations analyst with no business
analyst role in project delivery.
- Configuration or support profile on a trading platform (e.g.
Murex) with no end-to-end client journey analysis.
- PO or Scrum Master profile with no requirements register,
use cases or traceability matrix on the resume.
More about this job
Responsibilities
The business analyst will lead the derivatives onboarding pillar within a transformation program, managing the end-to-end client journey from qualification to activation. They are responsible for documenting requirements, facilitating cross-functional workshops, and ensuring alignment across multiple program pillars.
Requirements
Candidates must have extensive experience in capital markets derivatives, including client onboarding and lifecycle management. Proficiency in requirements engineering, Agile methodologies, and regulatory documentation such as ISDA is essential for this role.
Skills
- Business Analysis
- Derivatives
- Capital Markets
- Client Onboarding
- Requirements Engineering
- Agile
- Jira
- Confluence
- ISDA
- Credit Support Annexes
- Process Modelling
- Regulatory Compliance
- Stakeholder Management
- Traceability Matrices
- Use Cases
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Technology
- Consulting
- Management & Leadership
Keywords
- Business Analyst
- Derivatives
- Capital Markets
- Onboarding
- Transformation Program
- Client Lifecycle
- Compliance
- ISDA
- Credit Support Annexes
- Agile
- Jira
- Confluence
- Murex
- ION/Fidessa
- Bloomberg
- KYC
- KYB
- Requirements Engineering
- Process Modelling
- Traceability Matrix
- Front Office
- Middle Office
- Back Office
- CBAP
- PMI-PBA
- Document Automation
- Regulatory Framework
- Stakeholder Management
- Financial Institution
- Derivatives Onboarding