Business Analyst - Portfolio / Trade

Options Group

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Stamford, CT, us on site Until 8/22/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description

Options Group is a leading global executive search and strategic consulting firm specializing in financial services including capital markets, global markets, alternative investments, hedge funds, and private banking/wealth management.

For more than 25 years, our clients and candidates have come to know that Options Group always exceeds expectations. Our innovative approach to facilitating limitless search possibilities for our clients and candidates around the world has been recognized as the industry standard. Through our global footprint (15 offices spread across 4 continents), Options Group has the resources, analytics and experience to drive the acquisition of top tier talent for firms of any size. Options Group is on the forefront, pioneering a new generation of human talent management solutions, where research meets recruiting for optimal strategic results. OG is hands-on in providing a superior range of innovative options for financial services & tech clients and candidates.

1.At least five years of experience as a BA in the financial services industry with at least two years of trading and portfolio management focus

2.Strong data analysis, documentation and coordination skills

3.Experience working on large scale enterprise projects leveraging agile development methodology – must be able to write meaningful epics and stories

4.Ability to work cooperatively and constructively across teams, departments, and personalities

5.Needs to be self-motivated, will drive requirement gathering activities with business and technical resources

Trade Fund Processing

They primarily trade long short equities. Options and fixed income is helpful

Portfolio/trade management = understanding trade life cycle, position, pnl, etc.. they use an in house system so no need for off the shelf product experience

Also need people who is willing to understand relational data and do some data analysis

Communication is key! They will be sitting with the business on a regular basis so they need excellent comm skills

All your information will be kept confidential according to EEO guidelines.


Interested candidates please contact


Abhishek Agarwal

aagarwal(at)optionsgroup.com

About this role

Summary

Analyze trade lifecycle, manage portfolios, gather requirements, and communicate with teams in finance.

Job title

Business Analyst - Portfolio / Trade

Experience level

5+ years

Industry

financial services

Location requirements

Stamford, CT, US; on-site with remote possible

Salary

Not specified

Management role

No

Skills & keywords

Required skills

financial servicestradingportfolio managementdata analysisagile

Preferred skills

equitiesfixed incomerelational datacommunication

Specializations

tradingportfolio managementdata analysisagile
Locations

Structured locations inferred from the posting.

Stamford, CT, USA

On-site City