Trading Platform Modernization Analyst

Insight Global (United States)

Trading platform modernization calls for a Business Systems Analyst skilled in trade lifecycle analysis and stakeholder requirements documentation. Insight Global seeks this expertise.This Business Systems Analyst will support a major modernization initiative by connecting business and technology teams. You will gather requirements, analyze trading operations, and assess portfolio management processes. The position requires strong Canadian Wealth Management experience, detailed trade lifecycle understanding, and experience using AI tools for research, productivity, or requirements gathering.Key Responsibilities:
Support trading platform modernization activitiesWork with business and technology stakeholdersElicit and document business requirementsAnalyze order initiation and trade execution processesUse AI tools to improve analysis and documentationRequirements:
Five or more years in Canadian Wealth ManagementKnowledge of trade desk operations and postingUnderstanding of portfolio management concepts and metricsExperience in Agile, Waterfall, or Hybrid environmentsHands-on experience with Copilot, ChatGPT, or similar toolsBring trade lifecycle analysis, stakeholder collaboration, and AI-assisted documentation skills to Insight Global’s modernization initiative.
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