Business Analyst - Back Office Migration (Broker Dealer) jobs in United States
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QUANTEAM - North America (RAINBOW PARTNERS Group) · 3 weeks ago

Business Analyst - Back Office Migration (Broker Dealer)

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level

Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services, with a diverse team of expert consultants operating across multiple international offices. They are seeking a Senior Business Analyst with strong broker-dealer operations expertise to support a large-scale back-office subledger migration, acting as a liaison between Operations, IT, Finance, and the Vendor to ensure operational readiness and comprehensive documentation throughout the migration phases.

Hiring Manager
Charlene Leroy
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Responsibilities

Act as the Operations representative across project and vendor meetings
Produce clear documentation: business requirements, testing plans, and executive summaries of key deliverables
Support the development of the chart of accounts and accounting feed mappings
Design and execute detailed test scripts covering:
Trade capture & settlement
Asset servicing
Regulatory reporting (e.g. Reg Sho, short interest)
Security & account masters
Cash / position reconciliations (system vs clearinghouse vs ledger)
Shadow output validation for accounting feeds
Contribute to migration strategies and operational playbooks
Update existing operating procedures to integrate the new system

Qualification

Broker-dealer operationsTrade lifecyclesSystem migrationOMS platformsFunctional documentationBack-office systems

Required

Strong background in broker-dealer operations: equities, U.S. options, clearing, custody
Excellent understanding of trade lifecycles and DTCC / OCC workflows (TradeSuite, etc.)
Hands-on experience in system migration / conversion projects
Working knowledge of how OMS platforms interface with back-office and accounting systems
Proficient in writing clear functional documentation and test cases

Preferred

Familiarity with Broadridge Shadow or similar back-office systems is a strong asset

Company

QUANTEAM - North America (RAINBOW PARTNERS Group)

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Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco, Spain or Singapore.
dateFounded in 2016
location
New York, NY, US
people-size51-200 employees
web-link
http://www.quanteam.us

Funding

Current Stage
Growth Stage

Leadership Team

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Jean-Etienne RETAUREAU
Chief Executive Officer, Partner - USA & CANADA
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Company data provided by crunchbase