Role: Business Analyst
Department: Product Management
Desired Qualities - Basic understanding of FX concepts, the financial industry, and global markets.
- Experience in trading, sales trading, or account management across Equities, FX, Digital Assets, or Fixed Income markets is preferred.
- Strong interest in a customer-focused role, with an emphasis on building long-term partnerships.
- Basic understanding of product management principles, including defining Minimum Viable Products (MVPs) and commercializing product features.
- Passion for technology, analytical thinking, and problem-solving.
Job Description I. New Client Implementations - Coordinate and lead project kick-off sessions for new clients integrating with the company's trading platform or environment.
- Collaborate with clients to define business requirements and translate them into detailed technical specifications for development teams.
- Design functional solutions, create user workflows, and document Functional Specifications.
- Capture and formalize business requirements through documentation (e.g., Confluence, JIRA), analysis, workshops, process descriptions, use cases, and scenario analysis.
- Build and maintain strong relationships across internal and external stakeholders, managing expectations effectively.
- Actively participate in client expectation management and implementation planning.
II. Ongoing Client Management - Engage with established clients to understand their system usage and ensure ongoing satisfaction.
- Collaborate with internal support teams to resolve production issues and maintain clear, timely communication with clients.
- Contribute to internal planning, delivery processes, and client communications.
- Attend product demos and project meetings to stay informed about new features and client needs.
III. Strategic Initiatives - Contribute to defining and refining the organization's customer engagement strategy.
- Provide insights and input into client communication strategies and relationship management approaches.
- Drive improvements in client onboarding and ongoing maintenance processes to enhance efficiency and scalability.
- Propose innovative solutions to improve operational efficiency, standardization, and user experience across teams.
IV. Analytics & Reporting - Support sales and business development efforts by generating detailed client trading analytics reports.
- Analyze client trading activity to identify opportunities for performance optimization and best execution.
- Prepare, analyze, and distribute customized monthly trade analytics reports for clients and partners.
- Assist in creating new analytical tools, dashboards, or reporting processes to enhance business insights.
Interested applicants please contact Cornelius.kang@trevosepartners.com
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