Business Analyst IV (Capital Market) (W2 Only)

Role: Business Analyst IV (Capital Market) (W2 Only)

Location: New York, NY - Hybrid (4 days in office)

Job Summary:

We are seeking a highly experienced and motivated individual to join our team in Broker Dealer Operations and Finance Transformation, with a focus on leading business analysis for the FIS Post-Trade Processing (PTP / Torstone) program.

The ideal candidate will have deep expertise in post-trade operations, securities lending, repo, settlements, accounting, and integration analysis, with the ability to drive a large-scale vendor implementation across operations, finance, product control, technology, and regulatory reporting teams.

This contract position will primarily focus on leading requirements, target-state process design, solution validation, and operational readiness for a strategic front-to-back transformation.

Key Responsibilities:

Business and Operating Model Leadership:

• Lead cross-functional workshops to define current-state and future-state operating models.

• Document end-to-end workflows across trade capture, settlement, securities lending, repo, accounting, and regulatory reporting.

• Identify control gaps, process breaks, and opportunities to reduce manual risk.

Solution and Vendor Analysis:

• Act as a functional lead for FIS PTP capabilities, design options, and configuration impacts.

• Challenge vendor assumptions, validate requirements coverage, and support design governance.

• Partner with architecture and technology teams to align business outcomes with solution design.

Accounting and Finance Analysis:

• Work with Finance and Product Control to define accounting event models and posting rules.

• Document accounting treatments across equities, fixed income, securities lending, and repo products.

• Support chart of accounts mapping, reconciliation requirements, and ledger integration design.

Data, Integration, and Requirements Management:

• Define source-to-target mappings, interface requirements, and upstream/downstream impacts.

• Author and maintain BRDs, FRDs, process flows, use cases, test scenarios, and traceability artifacts.

• Coordinate with data governance and platform teams to ensure complete and accurate lineage.

Testing and Delivery Readiness:

• Define SIT and UAT scope and coordinate testing across business, technology, and vendor teams.

• Validate accounting, settlement, and reporting outcomes against business requirements.

• Support cutover planning, production readiness, and issue escalation through go-live.

Skills & Experience:

• 10+ years of business analysis experience, with at least 7 years in capital markets post-trade operations.

• Strong expertise in securities lending, repo, tri-party repo, equities, fixed income, and settlement processing.

• Strong accounting knowledge including journals, subledger processing, general ledger integration, P&L, and balance sheet impacts.

• Experience leading vendor package implementations in post-trade or accounting domains.

• Strong understanding of integration architecture, data mapping, and operational controls.

• Experience with the following systems and tools:

  FIS PTP (Torstone), Broadridge, or equivalent post-trade platforms. Oracle GL, Oracle Accounting Hub, OFSAA, Murex, EDM, TLM, or related enterprise platforms.

• Excellent analytical and problem-solving skills.

• Strong attention to detail and the ability to manage complex workstreams in a fast-paced environment.

• Excellent communication, stakeholder management, and workshop facilitation skills.

• Ability to work collaboratively across business, technology, and vendor organizations.

Preferred Qualifications:

• Experience with greenfield or major transformation programs in broker-dealer operations.

• Familiarity with regulatory reporting and controls in capital markets environments.

• Experience with agile delivery methods and structured governance frameworks.

• Proficiency in SQL for data analysis and reconciliation support.

Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.