Capital Markets Business Analyst
Cofomo
87550# Capital Markets Business AnalystMontrealHybridAgility and Product ManagementApplyWith over 30 years of recognized expertise, COFOMO is now a leading Canadian consulting firm specializing in digital and artificial intelligence. Supported by more than 3,000 experts, 10 Centers of Excellence, and 4 offices across the country, we are uniquely positioned to successfully guide our clients through their transformations. Both strategic and tactical, we help organizations across a wide range of industries thrive in today’s rapidly evolving world.## Our promiseHelp our clients succeed and maximize the impact of their transformation initiatives, turning them into powerful drivers of growth and innovation.## Job description**Here's a brief overview of the tasks and responsibilities you'll have :**
- Analyze and document the current merch enrollment journey from customer qualification to activation to identify friction points, retakes, and lead times;
- Define the end-to-end operating model and target journey, including roles, processes, business rules, use cases, communication automation, and document management;
- Document requirements related to rate, foreign exchange and equity derivatives, including counterparty qualification, contractual documentation, credit limits, legal entity identifiers, and regulatory and business conduct requirements;
- Determine the integration of customer data, CLM/KYC compliance decisions, reviews, and attestations to the journey to reduce re-entry and duplication;
- Analyze the needs of large corporates, national accounts, institutional clients and capital market counterparties and plan for the gradual integration of new clients;
- Develop and maintain the needs and requirements register, traceability matrix, acceptance criteria and implementation strategy;
- Contribute to feasibility and design work, including gap and solution analyses, risk and issue assessments, and definition of assumptions, constraints, roles and responsibilities;
- Integrate with the Capital Markets technology ecosystem, including trading platforms, transaction management systems, repositories, and accounting, documentation, and activation solutions;
- Participate in defining success metrics, including opt-in time, no-deal rate, avoided interactions, acquisition of new spin-offs and revenue, and then track profits;
- Facilitate workshops with stakeholders, prepare structured agendas and present clear and concise deliverables at different levels of the organization;
- Participate in Agile ceremonies, validation strategy, and business acceptance testing, and document improvements to methods and processes;
- Collaborate with relevant vendors and partners.
**The profile we are looking for is as follows:**
- Hold a bachelor's degree in an appropriate discipline;
- Have a minimum of five years of relevant experience in business analysis in the context of delivering solutions for the Capital Markets sector, including at least three years in the field of rate, foreign exchange or equity derivatives, including customer enrolment, openness or lifecycle;
- Be familiar with derivatives, associated contractual documentation and applicable regulations;
- Experience documenting an end-to-end customer lifecycle in collaboration with the Front Office, Middle Office, Back Office, Credit, Compliance and Legal;
- Proficient in writing requirements, use cases and traceability matrices as well as process modeling;
- Possess a good understanding of information technology and Agile methods, as well as a mastery of Jira and Confluence;
- Fluency in oral and written French;
- Possess advanced English proficiency due to the nature of tasks, work tools, and interactions with English-speaking partners, suppliers, and customers;
- Knowledge ofCapital Market platforms such as Murex, ION/Fidessa, Bloomberg or similar solutions (an asset);
- Experience in transforming customer opening or onboarding journeys in a financial institution, including journey orchestration and document automation (an asset);
- Knowledge ofKYC/KYB requirements applicable to institutional and corporate clients (an asset);
- Experience in a banking or heavily regulated environment and hold a CBAP or PMI-PBA certification (an asset).Apply#J-18808-Ljbffr
- Analyze and document the current merch enrollment journey from customer qualification to activation to identify friction points, retakes, and lead times;
- Define the end-to-end operating model and target journey, including roles, processes, business rules, use cases, communication automation, and document management;
- Document requirements related to rate, foreign exchange and equity derivatives, including counterparty qualification, contractual documentation, credit limits, legal entity identifiers, and regulatory and business conduct requirements;
- Determine the integration of customer data, CLM/KYC compliance decisions, reviews, and attestations to the journey to reduce re-entry and duplication;
- Analyze the needs of large corporates, national accounts, institutional clients and capital market counterparties and plan for the gradual integration of new clients;
- Develop and maintain the needs and requirements register, traceability matrix, acceptance criteria and implementation strategy;
- Contribute to feasibility and design work, including gap and solution analyses, risk and issue assessments, and definition of assumptions, constraints, roles and responsibilities;
- Integrate with the Capital Markets technology ecosystem, including trading platforms, transaction management systems, repositories, and accounting, documentation, and activation solutions;
- Participate in defining success metrics, including opt-in time, no-deal rate, avoided interactions, acquisition of new spin-offs and revenue, and then track profits;
- Facilitate workshops with stakeholders, prepare structured agendas and present clear and concise deliverables at different levels of the organization;
- Participate in Agile ceremonies, validation strategy, and business acceptance testing, and document improvements to methods and processes;
- Collaborate with relevant vendors and partners.
**The profile we are looking for is as follows:**
- Hold a bachelor's degree in an appropriate discipline;
- Have a minimum of five years of relevant experience in business analysis in the context of delivering solutions for the Capital Markets sector, including at least three years in the field of rate, foreign exchange or equity derivatives, including customer enrolment, openness or lifecycle;
- Be familiar with derivatives, associated contractual documentation and applicable regulations;
- Experience documenting an end-to-end customer lifecycle in collaboration with the Front Office, Middle Office, Back Office, Credit, Compliance and Legal;
- Proficient in writing requirements, use cases and traceability matrices as well as process modeling;
- Possess a good understanding of information technology and Agile methods, as well as a mastery of Jira and Confluence;
- Fluency in oral and written French;
- Possess advanced English proficiency due to the nature of tasks, work tools, and interactions with English-speaking partners, suppliers, and customers;
- Knowledge ofCapital Market platforms such as Murex, ION/Fidessa, Bloomberg or similar solutions (an asset);
- Experience in transforming customer opening or onboarding journeys in a financial institution, including journey orchestration and document automation (an asset);
- Knowledge ofKYC/KYB requirements applicable to institutional and corporate clients (an asset);
- Experience in a banking or heavily regulated environment and hold a CBAP or PMI-PBA certification (an asset).Apply#J-18808-Ljbffr
Vacancy posted 1 hour ago
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