About the role
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. Analyzed trade status throughout the lifecycle including: Order Management System (OMS) Trade amendments and cancellations Options & Advanced Trading Concepts Analyzed 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 Analyzed 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
About Kumaran Systems
Kumaran Systems is an IT Services Company with imprints in three countries. The past two decades has seen us provide our global clientele with high-end IT services that include migration support, system integration and infrastructure management solutions, providing one-stop-solution to all your IT demands.
Our expertise and in-depth knowledge of businesses help us cater to a variety of industries. Our team strives to know your industry better, by observing current trends and the way it works, to tailor-make our solutions to your needs.With over 20 years of customer orientation, over 2000 engagements across Telecom, Education and Banking & Financial services spread across the globe, Kumaran stands as a key advisor to some of the largest Fortune 500 companies in their business driven technology enablement drive. Kumaran System's Customer Orientation is driven by a global delivery business model giving its customers to choose between an Onshore-Offshore mix. The delivery models enable multilevel touch points between the client, partner networks and Kumaran thereby enabling business driven customer sensitivity and agility.
ENGAGE, EMERGE AND EXCEL
Involving ourselves in a purposeful action, using our abilities to its maximum, helps us feel positive about ourselves. Such positivity gives raise to positive thinking and positive ideas. Ideas evolve into vision and set our aim! Our aspirations engage us with the incentive of sweet success!
Every endeavor has its own pitfalls. Perseverance helps us emerge a successful entrepreneur after any deterrent. In our attempt to achieve our aim, we keep upgrading our knowledge and skill, to surface successful!
A genius mind does not work to excel, but excels in work! We challenge ourselves with every next step! We change every deterrent to a stepping stone to success.
We essentially, engage, emerge and excel!
Similar Jobs
About the role
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. Analyzed trade status throughout the lifecycle including: Order Management System (OMS) Trade amendments and cancellations Options & Advanced Trading Concepts Analyzed 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 Analyzed 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
About Kumaran Systems
Kumaran Systems is an IT Services Company with imprints in three countries. The past two decades has seen us provide our global clientele with high-end IT services that include migration support, system integration and infrastructure management solutions, providing one-stop-solution to all your IT demands.
Our expertise and in-depth knowledge of businesses help us cater to a variety of industries. Our team strives to know your industry better, by observing current trends and the way it works, to tailor-make our solutions to your needs.With over 20 years of customer orientation, over 2000 engagements across Telecom, Education and Banking & Financial services spread across the globe, Kumaran stands as a key advisor to some of the largest Fortune 500 companies in their business driven technology enablement drive. Kumaran System's Customer Orientation is driven by a global delivery business model giving its customers to choose between an Onshore-Offshore mix. The delivery models enable multilevel touch points between the client, partner networks and Kumaran thereby enabling business driven customer sensitivity and agility.
ENGAGE, EMERGE AND EXCEL
Involving ourselves in a purposeful action, using our abilities to its maximum, helps us feel positive about ourselves. Such positivity gives raise to positive thinking and positive ideas. Ideas evolve into vision and set our aim! Our aspirations engage us with the incentive of sweet success!
Every endeavor has its own pitfalls. Perseverance helps us emerge a successful entrepreneur after any deterrent. In our attempt to achieve our aim, we keep upgrading our knowledge and skill, to surface successful!
A genius mind does not work to excel, but excels in work! We challenge ourselves with every next step! We change every deterrent to a stepping stone to success.
We essentially, engage, emerge and excel!