Business Analyst – Margin Trading

Job Title: Business Analyst – Margin Trading

Location : Alpharetta, GA

Duration : 12 months

Overview

We are seeking a highly skilled Business Analyst to support the Portfolio Margin and brokerage platform at E*TRADE. This role sits at the intersection of business and technology (70% business / 30% technical) and focuses on delivering enhanced margin capabilities, including additional leverage solutions for clients based on buying power.

Key Responsibilities

• Partner with business stakeholders to define and enhance Portfolio Margin capabilities, enabling increased leverage and optimized buying power for clients.
• Translate business requirements into clear, technically-oriented user stories for development teams.
• Work closely with engineering teams to ensure proper understanding of system integrations, APIs, and data flows.
• Participate actively in Agile ceremonies including sprint planning, stand-ups, backlog grooming, and retrospectives.
• Manage and track requirements using JIRA, ensuring alignment with Scrum methodology.
• Analyze current margin systems and identify opportunities for improvement in risk management, client experience, and scalability.
• Act as a bridge between business and technology teams, ensuring accurate implementation of requirements.
• Validate delivered features through testing support and ensure they meet business objectives.

Required Qualifications

• Strong experience as a Business Analyst in financial services, preferably in brokerage or margin trading environments.
• Solid understanding of Portfolio Margin concepts, including leverage, buying power, and risk frameworks.
• Ability to write detailed, technically sound user stories with acceptance criteria.
• Experience working in Agile/Scrum environments and proficiency with JIRA.
• Strong business acumen with the ability to translate complex financial concepts into actionable requirements.

Technical Knowledge (Must-Have)

• Understanding of APIs (how systems communicate and integrate).
• Familiarity with databases and data structures (SQL knowledge preferred).
• Exposure to software development lifecycle (SDLC).
• Prior development or technical background is highly preferred.

Preferred Qualifications

• Experience with brokerage platforms or trading systems (e.g., margin trading, risk engines).
• Knowledge of regulatory and compliance considerations related to margin accounts.
• Strong analytical and problem-solving skills.

Key Competencies

• 70% Business Focus: Requirements gathering, stakeholder management, financial domain expertise
• 30% Technical Focus: APIs, data, system interactions, technical user stories
• Strong communication and collaboration skills
• Detail-oriented with a focus on delivering high-quality solutions

Thanks and regards,

Asha Krishna

Associate Director - Talent Partner - US & Canada

Email: