Business Analyst – Capital Markets & AI

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

Requirements

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.

Benefits

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