BA / PM Job Description
BA / PM
provides subject matter expertise for Equities & Derivatives Trading, risk monitoring, execution workflows, order management, and regulatory reporting obligations.
BA / PM Duties & Responsibilities
To write an effective BA / PM job description, begin by listing detailed duties, responsibilities and expectations. We have included BA / PM job description templates that you can modify and use.
Sample responsibilities for this position include:
Liaison with business leadership to define, prioritize and achieve strategic objectives
Achieve operational objectives by contributing information and recommendations to strategic plans and reviews
Manage at least one complex project management or other process improvement initiative
Implement productivity and quality standards
Identify/resolve issues and complete audits to identify trends to determine system improvements and implement those changes
Maintain detailed project plans that will define roles, responsibilities and milestones for each project assigned
Serve as the conduit between the customer community (primarily internal customers) and the software development team through which requirements flow
Coordinate and drive testing where appropriate to ensure operational readiness
Work closely with Compliance, Operations and Technology, communicating the business needs and driving the direction of the project as a whole throughout the project life cycle
Contribute to Executive Level updates on strategy, budget, project delivery, controls, risks
BA / PM Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for BA / PM
List any licenses or certifications required by the position: PMP, PMI, ITIL, CPI, CPR, SSL, SCRUM, ACP, RPO, RTO
Education for BA / PM
Typically a job would require a certain level of education.
Employers hiring for the BA / PM job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Computer Science, Engineering, Business, Finance, Information Technology, Technical, Education, Technology, Project Management, Management Information Systems
Skills for BA / PM
Desired skills for BA / PM include:
Microsoft suite of products
Appropriate technical areas
Cash Agency business workflows from Front to Back office
Equities markets
Process documentation and testing tools
Risk management and front to back office flows
Trade life cycle
Capital Markets banking products
E.U regions
Equities electronic trading
Desired experience for BA / PM includes:
Drive and manage Senior Manager reporting, communication and business client reporting, focusing on the Americas Equities business unit’s performance against technology delivery objectives
Perform gap analyses between legacy applications and the new credit risk application
Facilitate and track progress of activities of cross-functional team members
Work closely with the development team on complex data analysis, providing key business insight to ensure strategic alignment of business and technology goals
Be able to deliver solutions with an equal focus on the operational/business models the technology solution
Ensure quality in written documentation for requirements, user stories and technical designs
BA / PM Examples
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BA / PM Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of BA / PM. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for BA / PM
- As part of the development team, coordinate sessions with the tech lead to define a solution
- Coordinate prioritization and �groom the backlog with ongoing conversations with the product management team
- Steer the testing team for test definition and execution
- Manage the teams Agile process, progress reporting, identification and management of issues/risks and communications documenting and storing required artefacts
- Candidate will be responsible for Project Management and Business Analysis for Barclays reporting of Bonds and Exchange Traded Derivatives to global regulators
- The candidate will be required to manage new requirement demand, ensure requirements are fully explained in functional requirements documents and ensure these requirements are sized and scheduled for technology development
- Role will require working closely with stakeholders from Technology, Operations and business functions to ensure successful delivery of releases and so will require strong communication and stakeholder management skills
- Ensure creation, including writing where required, functional and technical requirements as needed to support project delivery
- Identify areas where regulatory risk standards can be enhanced and assist in their effective implementation
- Contribute to policy formulation
Qualifications for BA / PM
- 3+ years experience working with MS Office MS Access, MS Excel or other project tools including Jira
- 3+ years experience with all phases of the SDLC
- 1+ years experience in Derivatives Reporting implementations and functioning
- Bachelor degree is preferred or equivalent years of direct experience required
- Background working in Investment Banking environment
- Experience in Change Function as Business Analyst end to end from requirements gathering, writing BRDs to testing all the way through to delivery
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BA / PM Job Description
Job Description Example
Our company is growing rapidly and is hiring for a BA / PM. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for BA / PM
- Creating project plans to track tasks and monitor key project milestones
- Maintain RAID logs and action logs ensuring they are completed on time
- Facilitating working groups
- Stakeholder liaison and management
- Responsible for creating working group packs
- Analysis and documentation of requirements for enhancements to systems and / or business processes
- Close collaboration with the Product owners and user representatives to determine business requirements, including the identification of any potential issues or functional omissions
- Coordinate prioritization and groom the backlog with ongoing conversations with product owners
- Manage the teams Agile process, progress reporting, identification and management of issues/risks and communications documenting and storing required artifacts
- Establish cross RFDAR linkages and interdependencies of functional performance measures
Qualifications for BA / PM
- Experience in BAU/line Operations ideally around trade support/trade management
- Ability to perform data analysis, write sql queries, excel pivots
- Investment management experience/knowledge
- Manage project scope, timelines, communication, and closure of the project
- Own the project plan, risk and issue management
- Provide oversight of UAT / sign-off
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BA / PM Job Description
Job Description Example
Our innovative and growing company is hiring for a BA / PM. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for BA / PM
- Understands business requirement and customer requirement
- Work within the Process and Quality team to define and deploy common process tools for Application Development Lifecycle Management (ADLM) including the processes of Requirement Analysis, Solution Design, Build and Test
- Create and drive a project plan to consolidate the tools onto standard ADLM/SDLC tools (project planning, project scoping, budgeting, resource management, stakeholder management)
- Assist in the configuration of ADLM common process tools
- Drive the training and education planning and execution of ADLM common process tools
- Promote ADLM processes/practices/tools throughout Global IT and drive continuous improvement
- Work closely with the finance team in managing end-to-end implementation of SAP Finance modules
- Participate in UAT and G/L functions and roll out
- Assess request for changes from existing to new reports
- Liaise and coordinate with all stakeholders to ensure successful delivery of the task
Qualifications for BA / PM
- Driving complex projects and products from inception to implementation
- Contributing to analysis and decision-making of strategic functional architecture objectives of specific projects and products
- Ability to manage multiple concurrent initiatives and drive prioritization conversations and decisions
- Understanding and experience of project/product management from initiation to implementation (risk/issue management, project communication, project governance)
- Understanding of technology financial management
- Broad knowledge of systems and business processes in use for the Fixed Income Investments function
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BA / PM Job Description
Job Description Example
Our growing company is looking for a BA / PM. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for BA / PM
- A SAP Superuser with hands on experience in successful implementation of SAP finance modules including end-to-end financial closing procedures and management reporting operations, UAT and roll out
- Analytical with good attention to details
- Build Intuitive and functional visuals to summarize and navigate the business cases and work flow scenarios that potentially exist
- Write high level design document and low level design documents entailing the functional and non- functional specifications
- Conduct peer reviews within VZ or with suppliers, including challenging the quality of development and Business use/effectiveness of the solution delivered
- Schedule and/or attend Kickoff or Discovery conference calls with our clients to identify the topography of their IT systems and the products and platforms they utilize
- Provide 3rd line support during live issues
- Be a Team player ensures delivery on committed time
- Responsible for a level of integration of their solution with other solutions owned outside of their team
- Responsible for customer interaction and delivery of solution back to the customer
Qualifications for BA / PM
- Chartered Financial Analyst (CFA) credential preferred
- 5+ years of experience with Operations and Operations processing
- Bachelor�s degree and at least 10 years overall experience in capital markets
- Ability to research business / system and data processes
- Basic understanding of Credit Risk metrics including EEPE, EAD, CVA etc is required
- Establishes
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BA / PM Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of BA / PM. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for BA / PM
- Managing complex projects and/or deliveries that demand coordination across business and/or technology teams
- Understanding and capturing risk and commercial requirements, interpreting regulation and working with related control functions
- Act as a liaison between eTrading Credit Risk/SMEs and developers to ensure proper documentation of the business application requirements and technical specifications in order to produce comprehensive functional requirements
- Act as Project Manager/Business Analyst for APAC Regional Projects/Initiatives in APAC Global Markets
- Gather business requirements, perform analysis, write BRDs and Functional Specification for development teams and prepare Testing strategies, write test cases and scripts, perform testing and coordinate
- UAT with the business users
- Act as an interface between business stakeholder, internal teams, third party vendors, development team and APS teams
- Utilize subject matter knowledge of Legal Entity, Counterparty Data, Products/Securities to identify data issues or validate
- Remain abreast of upcoming new regulations and rule changes impacting the Equities business
- Work with the firm's Legal and Compliance teams to interpret new rules
Qualifications for BA / PM
- Completion of an accredited Computer Science, Managements Information systems or Information Technology bachelor's program or commensurate relevant work experience
- Industry knowledge of business analysis best practices and methodologies is a plus
- Ensure testing approach is defined and supported
- 5 years' experience in IT Project Management for a financial firm
- Familiarity with Capital Markets and Compliance preferred
- Ability to use PowerPoint and Visio