Senior Business Analyst

Location: 4 days a week in office

Duration: Contract – 1 year with possible extension

The Opportunity

Robertson is seeking a Senior Business Analyst to support a large-scale transformation initiative involving the migration of derivative trade instruction and reporting processes to a new operating model.

The successful candidate will work closely with clients, investment managers, business stakeholders, operations, technology, and testing teams to ensure a successful migration. This is a highly client-facing role requiring strong stakeholder management, communication, and business analysis skills within a capital markets environment.

Responsibilities

Client Engagement & Stakeholder Management

• Lead discussions with clients and investment managers to communicate migration activities, impacts, timelines, and requirements.
• Act as a primary point of contact throughout the migration lifecycle.
• Partner with internal stakeholders to obtain approvals, address inquiries, and coordinate client activities.
• Document and track client feedback, questions, risks, and action items.
• Build and maintain strong relationships with clients and investment managers, ensuring a positive experience throughout the migration process.

Business Analysis & Project Support

• Collaborate with business, operations, technology, and project teams to support successful delivery of the initiative.
• Maintain project documentation, status trackers, action logs, and client transition materials.
• Assist with the development of transition guides, FAQs, and communication materials.
• Support the Project Manager and act as a workstream lead when required.

Testing & Migration Readiness

• Coordinate the collection and validation of sample trade files from clients and investment managers.
• Ensure all required testing scenarios are identified and executed.
• Support User Acceptance Testing (UAT) activities and facilitate communication between clients and internal testing teams.
• Monitor testing progress and assist with issue resolution.

Training & Post-Implementation Support

• Coordinate training and readiness activities.
• Ensure clients have appropriate system access and understand new processes and reporting requirements.
• Provide post-implementation support and elevate issues where necessary.

Experience

• 10+ years of Business Analysis experience within Capital Markets or Financial Services environments.
• Demonstrated experience supporting large-scale transformation, platform migration, or operating model change initiatives .
• Proven experience working with Exchange-Traded Derivatives (ETD) and Over-The-Counter (OTC) derivative products and related operational workflows.
• Extensive experience partnering with institutional clients, investment managers, and senior stakeholders throughout complex transformation and migration initiatives.

Must-Have Qualifications

The following requirements are mandatory. Candidates must possess all of the qualifications below to be considered:

• Proven experience working directly with clients in a highly client-facing Business Analyst capacity.
• Hands-on experience supporting system-to-system migration projects .
• Strong understanding of Exchange-Traded Derivatives (ETD) and Over-The-Counter (OTC) derivative products .
• Experience supporting large-scale transformation and platform migration initiatives .
• Experience coordinating testing, training, change management, and stakeholder engagement activities.
• Excellent communication, facilitation, presentation, and relationship management skills.
• Ability to work effectively across business, operations, technology, and project teams.
• Experience working within Capital Markets, Investment Operations, Custody Services, or Institutional Banking environments.
• PMP, CBAP, or related Business Analysis/Project Management certification.

Please note: Experience with system-to-system migrations , large-scale transformation programs , client engagement , and knowledge of ETD and OTC derivatives are essential requirements for this role.

Nice to Have

• Knowledge of trade processing, trade instruction management, and client reporting workflows.