Senior Business Analyst – Margin/Securities Lending

Our client a top-tier Management and Strategy consulting firm is seeking to bring on a Senior Business Analyst with experience with Margin/Securities Lending.

The client is looking to fill in a Business Analyst (BA) position within the Margin Lending segment of the Private Bank and Wealth Management business. This is to support the client on Margin Lending technology transformation, and the BA would be working with business and technology teams to define user stories, requirements, design, test and productionalize solutions with technology teams.

Qualifications & Requirements:

Securities based lending/margin lending experience in the private banking context, including focus on the following aspects:
  • Loanable value (LV)
  • Collateral monitoring
  • Loan servicing
  • Underwriting
  • Solid business analysis skills and strong SDLC knowledge
  • Ability to document user stories, BRDs and FRDs
  • Experience working in the tech organization (not Ops!) supporting business partners/internal users
 Nice to have Requirements:

  • Agile delivery experience
  • Ability to use JIRA, Confluence and other relevant tech delivery tools
  • Process/automation experience
  • Data analysis experience (e.g. SQL, Python)