Business Analyst – Capital Markets & AI
Position:
Business Analyst – Capital Markets & AI
Location: New York / New Jersey –
Onsite
Experience: 6–10 years
Employment Type: Full-time
About the
Role
We are looking for an experienced Business
Analyst with strong Capital Markets domain knowledge and exposure to AI/GenAI
initiatives to work closely with business stakeholders, technology teams,
and leadership.
The ideal candidate will have a good
understanding of Capital Markets processes and products, combined with the
ability to translate business requirements into clear, actionable technology
solutions. Strong communication, stakeholder management, and consulting skills
are critical for this role.
Key
Responsibilities
- Work
closely with business stakeholders to understand business objectives,
processes, pain points, and technology needs.
- Analyze
and document business requirements, functional requirements, user
stories, process flows, and acceptance criteria.
- Leverage
strong Capital Markets domain knowledge to understand and analyze
business processes and workflows.
- Collaborate
with product, engineering, data, and AI teams to translate business
requirements into effective technology solutions.
- Identify
opportunities where AI, GenAI, automation, analytics, and intelligent
workflows can improve business processes.
- Participate
in AI/GenAI initiatives including requirement discovery, use-case
identification, solution definition, and business validation.
- Facilitate
workshops, stakeholder discussions, requirement-gathering sessions, and
solution walkthroughs.
- Act as
a bridge between business stakeholders and technical teams throughout the
project lifecycle.
- Manage
stakeholder expectations and ensure timely communication of requirements,
decisions, risks, dependencies, and project updates.
- Support
prioritization of requirements based on business value, feasibility, and
impact.
- Work
with delivery and technology teams during development, testing, UAT, and
implementation.
- Support
preparation of business cases, presentations, status updates, and
management-level communication.
- Identify
gaps and opportunities for process improvement and digital transformation.
Required
Skills & Experience
- 6–10
years of experience as a Business Analyst / Senior Business Analyst /
Product Business Analyst.
- Strong
hands-on experience in Capital Markets / Financial Services.
- Good
understanding of Capital Markets products, processes, workflows, and
business operations.
- Experience
working with AI, GenAI, Machine Learning, intelligent automation, or
AI-enabled applications.
- Ability
to identify practical AI use cases and translate business problems into
AI/technology requirements.
- Strong
experience in requirements gathering, process analysis, BRD/FRD, user
stories, process mapping, and UAT.
- Excellent written and verbal communication skills.
- Strong stakeholder management and relationship-building skills, including
working with senior business and technology stakeholders.
- Ability
to conduct workshops and independently drive discussions with clients.
- Strong
analytical and problem-solving skills.
- Ability
to work effectively across business, product, technology, data, and AI
teams.
- Comfortable
working in a fast-paced, client-facing environment.
Preferred
Qualifications
- Experience
working with investment banking, asset management, wealth management,
trading, securities, or related Capital Markets functions.
- Experience
with LLMs, Generative AI, RAG, AI agents, or AI-powered enterprise
applications.
- Experience
in digital transformation or modernization initiatives within Financial
Services.
- Knowledge
of Agile/Scrum methodologies and tools such as Jira and Confluence.
- Experience
working with distributed/onshore-offshore teams.
- Prior
experience in a client-facing consulting environment is highly
preferred.
Key
Competencies
- Capital
Markets Domain Expertise
- AI /
GenAI Understanding
- Business
Analysis & Requirements Management
- Stakeholder
Management
- Client
Communication
- Workshop
Facilitation
- Analytical
& Problem-Solving Skills
- Consulting
& Solution-Oriented Mindset
- Executive
Communication