Business Systems Analyst

Kumaran Systems•Toronto, ON

27d

About The Position

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.

Requirements

Strong knowledge of Wealth Management and Capital Markets operations
Support 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.
Wealth Management
Capital Markets
Buying Power Calculations
Margin Accounts
Trade Lifecycle Management

Responsibilities

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
Analysed impacts of complex option trades on client portfolios and account buying power.
Supported business requirements related to derivative trading workflows and risk controls.
Analysed buying power availability based on:
Calculated buying power impacts resulting from:
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.