Overview
Skills
Job Details
Job Title: Business Analyst Capital Markets / Asset & Wealth Management (Bloomberg Required)
Location: NYC/NY (3 Days hybrid)Job Type: Contract role
Domain: Capital Markets, Asset Management, Wealth Management
However, there is an urgent opportunity that we are chasing that requires BA s with Alternative Investments experience i.e. Private Credit, Private Equity, Real Estate and other investments. They should have executed engagements from booking to Processing, monitoring either directly on those assets or through other Investment vehicles or Products like ETF etc.
If they have experience with iCapital, eFront, Subscribe, FiTek that would help a lot.
Job Summary:We are seeking a highly skilled Business Analyst with proven experience in Capital Markets, Asset Management, and Wealth Management. The ideal candidate must have hands-on experience with Bloomberg Terminal and/or Bloomberg Data APIs. You will be responsible for gathering business requirements, analyzing workflows, and supporting the delivery of high-impact financial solutions.
Key Responsibilities:
- Gather and document business and functional requirements from investment and operations teams
- Collaborate with traders, portfolio managers, compliance, and IT teams to define business needs
- Work with Bloomberg Terminal and/or Bloomberg APIs for data analysis, reporting, and system integration
- Prepare detailed documentation including BRDs, FRDs, process flows, and use cases
- Support system design, testing (UAT), implementation, and post-production analysis
- Translate business needs into technical specifications for developers and QA teams
- Participate in Agile ceremonies and work closely with Product Owners and Scrum teams
- Ensure compliance with financial regulations and data governance standards
Required Skills:
- Hands-on experience with Bloomberg Terminal and/or Bloomberg APIs/Data Feeds (Mandatory)
- 5+ years of experience as a Business Analyst in Capital Markets, Asset Management, or Wealth Management
- Strong knowledge of financial products: equities, fixed income, derivatives, mutual funds, etc.
- Experience in documenting business requirements (BRD, FRD), process flows, and data mappings
- Excellent communication and stakeholder management skills
- Working knowledge of Agile/Scrum methodology
- Strong problem-solving and analytical skills
Preferred Skills:
- Familiarity with trading platforms, portfolio management systems, or risk tools
- Basic SQL or data querying skills
- Experience with tools like JIRA, Confluence, Visio, etc.
- Understanding of regulatory frameworks (e.g., MiFID II, FINRA, SEC)
Education:
- Bachelor s or Master s degree in Finance, Economics, Business, or related field
- Bloomberg certification (e.g., Bloomberg Market Concepts BMC) is a plus