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As a key member of our Trading Technology team, the Lead Analyst plays a pivotal role in shaping the future of our Advisor-facing trading platforms. In this role, you will partner closely with both business and technology teams to deliver innovative, scalable, and high-impact solutions that elevate the advisor and client experience. You will drive the full analysis lifecycle—from discovery and requirements definition through solution design, validation, and implementation—ensuring every initiative is grounded in clarity, quality, and strategic alignment. This position blends business insight, technical depth, and leadership, empowering you to influence decisions, guide teams, and champion solutions that advance our organizational goals and technology vision.
Job Responsibility:
Lead the discovery, documentation, and stewardship of business and functional requirements for high-impact, complex technology initiatives
Translate business goals into crisp, actionable technical requirements and user stories
Perform gap analyses, feasibility assessments, and impact evaluations
Collaborate seamlessly with cross-functional partners—developers, QA, UX, and business stakeholders
Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations
Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation
Serve as a trusted subject matter expert (SME) for assigned systems and business domains
Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule
Champion risk management, change control, and issue tracking best practices
Requirements:
10+ years of business analysis experience within financial services, trading systems, or enterprise technology environments
Experience with Equities, Options, and Mutual Fund trading workflows or platforms is a strong plus
Familiarity with market structure, order life cycles, and trade processing across Equities, Options, and Mutual Funds
Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies
Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, and Postman
Experience using wireframing and prototyping tools (e.g., Visio, Marvel)
Proven ability to manage competing priorities and fluid project demands
Exceptional communication skills
Demonstrated success in driving alignment, influencing decisions, and building consensus
Experience supporting vendor-based software implementations and enterprise-scale applications
Familiarity with AI-powered tools (e.g., Copilot, ChatGPT)
Bachelor’s: Computer and Information Science, High School (HS) (Required)
General Experience – 10 to 15 years
Nice to have:
Experience with Equities, Options, and Mutual Fund trading workflows or platforms
Familiarity with market structure, order life cycles, and trade processing
Experience supporting vendor-based software implementations and enterprise-scale applications
Familiarity with AI-powered tools (e.g., Copilot, ChatGPT)