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