Business Analyst - Order Management System (OMS)

Software Requirements

Required Software Skills:

• Proficiency in SQL Development (including authoring and troubleshooting stored procedures and functions)
• Experience with OMS platforms such as Charles River, Aladdin, or Everest
• Version control systems (e.g., GIT)
• Agile methodology tools, especially Jira

Preferred Software Skills:

• Reporting tools: SSRS, SSIS, Power BI
• Additional development languages: Python, .NET, Java
• Cloud platforms, preferably Azure
• Market data and integration tools: Bloomberg, SWIFT, ClearPar, CTM(Omgeo), MarketAxess

• Develop, test, and optimize SQL procedures and functions from scratch; troubleshoot existing code
• Manage data flows and integrations within OMS platforms to ensure accurate and timely processing
• Collaborate with cross-functional teams to analyze data requirements and deliver effective solutions
• Support system upgrades, data migrations, and automation initiatives
• Ensure adherence to data governance, security, and compliance policies
• Drive process improvements to enhance operational efficiency and data quality
• Support reporting and analytics needs using various tools
• Maintain and improve version control practices
• Participate in Agile/Scrum teams to deliver iterative enhancements and fixes

Strategic Objectives:

• Enhance data accuracy and system reliability
• Contribute to automation and process optimization initiatives
• Support timely delivery of business insights through effective data management

Performance Outcomes:

• High-quality, error-free SQL procedures and functions
• Efficient data workflows aligned with business needs
• Positive feedback from stakeholders on data reliability and reporting

Programming Languages:

• Required: SQL (procedures/functions authoring and troubleshooting)
• Nice to have: Python, .NET, Java

Databases/Data Management:

• Strong experience with SQL Server, including performance tuning and optimization
• Experience with data modeling and data warehousing concepts

Cloud Technologies:

• Familiarity with Azure cloud platforms, deployment, and data services (preferred)

Frameworks and Libraries:

• SSRS, SSIS, Power BI (preferred for reporting and data visualization)

Development Tools and Methodologies:

• Version control systems (GIT)
• Agile/Scrum methodologies, Jira for project tracking

Security Protocols:

• Understanding of data security, access controls, and compliance requirements

• Minimum 6+ years of experience as a Data Analyst or in a similar role within financial trading, asset management, or related sectors
• Proven experience working with OMS platforms such as Charles River, Aladdin, or Everest
• Extensive SQL development experience, including authoring and troubleshooting procedures/functions
• Experience with data workflows, automation, and version control
• Familiarity with reporting tools and advanced data visualization
• Knowledge of trading operations, market data, and financial workflows is highly desirable

Alternative Experience:
Candidates with extensive experience in SQL, data management, and OMS-related roles, even if from different platforms or industries, may be considered based on demonstrated skills.

• Develop and refine SQL procedures/functions to support OMS data workflows
• Troubleshoot and optimize existing SQL code to improve performance
• Collaborate daily with trading, operations, and technology teams
• Participate in daily stand-ups and planning within Agile teams
• Conduct data analysis and prepare reports/dashboards for stakeholders
• Assist in system upgrades, data migrations, and automation efforts
• Review code changes in GIT repositories and ensure version control compliance
• Provide ad hoc analysis and support for urgent trading or operational issues
• Document processes, workflows, and system configurations
• Attend project meetings and contribute to sprint planning and retrospectives

• Bachelor's degree in Computer Science, Information Systems, Finance, or related field; equivalent professional experience accepted
• Certifications in SQL, Data Management, or Cloud platforms (preferred)
• Training in Agile methodologies or relevant project management practices (preferred)
• Continuous learning mindset aligned with evolving financial technology standards

• Strong analytical and problem-solving skills
• Ability to work independently and collaboratively in fast-paced environments
• Effective communication skills for stakeholder interaction
• Adaptability to changing priorities and technologies
• Commitment to high-quality work and process improvement
• Infrastructure for innovation and automation
• Sound time management and prioritization abilities