Kumaran Systems

Business Systems Analyst

Kumaran Systems Toronto, Ontario, Canada

IT Services and IT Consulting · 1,001-5,000 employees

Jul 10
system-analyst Senior (5-10 yrs) Full-time Canada
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About the role

The Business Systems Analyst will manage end-to-end trade processing, including order entry, execution, and settlement across various financial products. They will also facilitate stakeholder workshops and bridge the gap between business requirements and technology teams to deliver platform enhancements.

What they look for

Wealth Management Capital Markets Trade Lifecycle Management Order Management System Buying Power Calculations Margin Requirements Derivative Trading Risk Controls Market Data Integration Regulatory Compliance Agile Scrum UAT Gap Analysis Requirement Elicitation

Requirements

The candidate must have over 5 years of experience with strong knowledge of Wealth Management and Capital Markets operations. Proficiency in trade lifecycle management, derivative trading workflows, and Agile methodologies is required.

Full description

Professional Summary

Business Systems Analyst with strong knowledge of Wealth Management and Capital Markets operations, supporting the end-to-end trade lifecycle across equities, options, mutual funds, fixed income products (GICs/Bonds), Principal Protected Notes (PPNs), and Structured Notes. Expertise in trade order management, trade execution workflows, market data integration, order amendments/cancellations, settlement processes, and regulatory compliance. Strong understanding of advanced trading concepts including multi-leg option strategies, long/short positions, buying power calculations, margin requirements, and real-time portfolio impacts. Experienced in bridging business and technology teams to deliver trading platform enhancements, process improvements, and production support initiatives.

Key Responsibilities

Capital Markets & Wealth Product Knowledge

Trade Lifecycle Management

Managed end-to-end trade processing from order entry, validation, routing, execution, allocation, settlement, and reporting.

Analysed trade status throughout the lifecycle, including:

Order Management System (OMS)

Trade amendments and cancellations

Options & Advanced Trading Concepts

Analysed impacts of complex option trades on client portfolios and account buying power.

Supported business requirements related to derivative trading workflows and risk controls.

Buying Power & Margin Analysis

Analysed buying power availability based on:

Calculated buying power impacts resulting from:

Market Data & Risk Management

Business Analysis Responsibilities

Conducted requirement elicitation sessions with Wealth Management, Trading, Operations, Compliance, and Technology teams.

Produced:

Facilitated stakeholder workshops and gap analysis sessions.

Supported Agile/Scrum delivery methodologies and participated in sprint planning, backlog grooming, and UAT activities.

Domain Skills

Wealth Management

Capital Markets

Buying Power Calculations

Margin Accounts

Trade Lifecycle Management

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