10+ years of overall experience, including 5+ years as a Business Analyst in banking, securities services, custody, capital markets or collateral management.
3+ years hands-on experience in Securities Services / Custody transformation, collateral management, securities finance, GCF, agency lending, lending against custody assets or similar business domains.
Exposure to Broadridge SFCM / CMS, collateral platforms, securities finance systems, custody platforms, reconciliation platforms, limit / collateral systems or market / static data integrations is strongly preferred.
Strong understanding of collateral lifecycle: onboarding, position import, eligibility, haircut / margin rules, valuation, exposure calculation, LTV thresholds, breach alerts, margin calls, reporting and reconciliation.
Working knowledge of relevant data flows and messaging such as SWIFT MT535, trade / position feeds, APIs, pricing feeds, master / static data and downstream reporting extracts.
Proven ability to create BRDs, FSDs, process maps, operating models, data mapping, interface specifications, user stories, UAT test packs and requirement traceability matrices.
Experience engaging vendors and SMEs to perform fit-gap analysis, demo preparation, configuration assessment, open-question tracking and delivery dependency management.
Strong stakeholder management across business, operations, credit / risk, compliance, technology, architecture and vendor teams.
Good understanding of SDLC, waterfall and agile delivery practices; able to operate in structured governance while supporting iterative design validation.
Strong analytical, communication and documentation skills with ability to convert complex business / product requirements into practical technology deliverables.
Technical Competencies: Collateral management; Securities Services / Custody; Securities finance; Exposure and LTV monitoring; Data mapping; Interface analysis; Reconciliation design; UAT management; Vendor fit-gap analysis
