Business Analyst with Collateral Management and Capital Markets
VIVEKANAND Singh
Location: Irvine, CA
Job Summary
We are seeking an experienced Senior Consultant with strong expertise in Capital Markets and Collateral Management to support business and technology initiatives within a financial services environment. The ideal candidate will have deep functional knowledge of collateral processes, trade lifecycle, margin management, and capital markets operations.
The consultant will work closely with business, operations, risk, and technology teams to analyze requirements, optimize collateral workflows, support system enhancements, and ensure efficient management of collateral across financial products and counterparties.
Key Responsibilities- Work with business and technology stakeholders to understand and document requirements related to Collateral Management and Capital Markets operations.
- Support end-to-end collateral processes, including margin calls, collateral allocation, substitution, settlement, valuation, and dispute management.
- Analyze existing collateral workflows and identify opportunities for process improvement and automation.
- Support implementation, enhancement, testing, and production support of collateral management platforms.
- Collaborate with front-office, middle-office, operations, risk, and technology teams.
- Perform business analysis, impact assessment, gap analysis, and functional solution design.
- Prepare business requirements, functional specifications, process flows, and user stories.
- Support UAT planning, test case preparation, defect resolution, and production rollout activities.
- Investigate operational issues and coordinate with relevant teams for timely resolution.
- Ensure collateral processes align with internal risk controls, regulatory requirements, and industry best practices.
- Provide subject matter expertise on collateral, margining, and trade lifecycle processes.
- Strong experience in Capital Markets and Collateral Management.
- Good understanding of collateral lifecycle and margin management processes.
- Experience with margin calls, collateral optimization, allocation, substitution, settlement, and reconciliation.
- Knowledge of capital markets products such as derivatives, fixed income, securities, and related financial instruments.
- Understanding of OTC derivatives and cleared/non-cleared margin processes.
- Strong experience working with business and technology teams in financial services environments.
- Experience gathering and documenting business and functional requirements.
- Strong analytical, problem-solving, and communication skills.
- Experience supporting testing, implementation, and production support activities.
- Ability to work independently and coordinate with multiple stakeholders.
- Experience with leading collateral management platforms or capital markets applications.
- Knowledge of regulatory margin requirements and collateral agreements such as ISDA/CSA.
- Understanding of trade lifecycle, settlements, reconciliations, and risk management.
- Experience working on large-scale financial services transformation or technology projects.
The ideal candidate is a seasoned Capital Markets professional with specialized Collateral Management expertise who can bridge the gap between business operations and technology teams. The candidate should be comfortable working in a fast-paced financial services environment and managing complex collateral-related requirements from analysis through implementation.
Regards,
Vivekanand
Email: Vi...@valzosoft.com
Email: Vivekan...@gmail.com