Description
The role of the CTS BA/PM will report into the CTS Portfolio Manager and will be responsible for requirements analysis, documentation, testing, stakeholder management, overall project management, and the communication plan. This will include heavy analysis of the proposed and final rules across national regulators, interaction with legal to interpret rules, and translation of rules into tasks, requirements, system functionality, reporting, and KRIs for compliance attestations.Key Responsibilities:
- Master margin rules published by DFA/CFTC, SEC, BCBS IOSCO, and other national regulators
- Translate rules into tasks and compliance requirements across regions
- Manage user work sessions to document the current and target state business processes
- Manager user work sessions to document the business requirements and functional specifications
- Face off with the IT lead developers translating specifications to design, documenting high level system architecture and data flows and assessing feasibility
- Co-manage project plan with the IT lead developers, ensuring timeframes are estimated accurately, issues and risks are tracked, and slippage is mitigated with the goal of meeting deadlines and delivering quality solutions
- Manage stakeholders through the project life-cycle, including Steering Committee presentations, issues resolution meetings, requirements prioritization and change control procedures
- Execute QA testing and manage the defect/resolution process with the IT lead developers
- Coordinate the UAT planning and execution process documenting test plans/scripts, managing user training, organizing the defects/resolution process, and ensuring formal user sign off
- Ensure SDLC best practices are followed throughout the project life cycle, including appropriate manager sign offs, organized documentation in shared locations, escalation of relevant issues, and required Steer ratifications to keep the project on track
Qualifications:
- Bachelors degree required
- 7-12 years PM/BA experience with at least 5 years in Front Office, Risk, Operations and/or Finance
- Ability to articulate all phases of SDLC and associated deliverables
- Understanding of SDLC best practices and controls, specifically business process analysis, requirements engineering, testing, stakeholder management, and project management
- Capital Markets experience and an understanding of Derivatives, Equities, and Fixed Income Products, including margin and collateral processing
- Accounting background and/or experience with accounting systems, i.e., General Ledger
- Must be a self starter and team player with the ability to influence and drive teams toward solutions in a productive manner
- Written and verbal communication skills are essential for success in this role
To find out more about Huxley Associates please visit www.huxley.com