Apexon
Senior Executive at Apexon | Certified Senior Professional in Human Resources: Talent Acquisition
Business Analyst / Product Owner / Project Manager – Financial Services Location: Boston, MA or San Francisco, CA (Hybrid)
Employment Type: Apexon W2 Only
Key Responsibilities
Act as the primary liaison between business stakeholders, technology teams, and external partners.
Elicit, analyze, document, and prioritize business and functional requirements.
Translate business needs into detailed functional specifications, user stories, and acceptance criteria.
Support the design, development, and implementation of financial systems, including portfolio management, trade processing, investment accounting, and reporting platforms.
Serve as Product Owner for assigned applications, managing and grooming the product backlog and aligning priorities with business objectives.
Lead project planning, execution, and delivery to ensure timelines, scope, and budget commitments are met.
Collaborate closely with QA, DevOps, and support teams to ensure successful testing, deployment, and post‑implementation support.
Perform data analysis, reporting, and gap analysis to identify process improvements and system enhancements.
Facilitate stakeholder workshops, sprint ceremonies, status meetings, and executive‑level reporting.
Required Skills & Qualifications
5–8+ years of experience in Business Analysis, Product Ownership, and/or Project Management within financial services.
Strong domain knowledge in asset management, investment management, portfolio management, or trading systems.
Demonstrated expertise in requirements gathering, process mapping, and documentation.
Hands‑on experience working in Agile/Scrum environments.
Proficiency with project and Agile tools such as Jira, Confluence, and MS Project.
Excellent communication, stakeholder management, and leadership skills.
Ability to analyze complex financial processes and translate them into clear, actionable deliverables.
Seniority Level Mid‑Senior level
Job Function Finance and Information Technology
Industries IT Services and IT Consulting
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Business Analyst / Product Owner / Project Manager – Financial Services Location: Boston, MA or San Francisco, CA (Hybrid)
Employment Type: Apexon W2 Only
Key Responsibilities
Act as the primary liaison between business stakeholders, technology teams, and external partners.
Elicit, analyze, document, and prioritize business and functional requirements.
Translate business needs into detailed functional specifications, user stories, and acceptance criteria.
Support the design, development, and implementation of financial systems, including portfolio management, trade processing, investment accounting, and reporting platforms.
Serve as Product Owner for assigned applications, managing and grooming the product backlog and aligning priorities with business objectives.
Lead project planning, execution, and delivery to ensure timelines, scope, and budget commitments are met.
Collaborate closely with QA, DevOps, and support teams to ensure successful testing, deployment, and post‑implementation support.
Perform data analysis, reporting, and gap analysis to identify process improvements and system enhancements.
Facilitate stakeholder workshops, sprint ceremonies, status meetings, and executive‑level reporting.
Required Skills & Qualifications
5–8+ years of experience in Business Analysis, Product Ownership, and/or Project Management within financial services.
Strong domain knowledge in asset management, investment management, portfolio management, or trading systems.
Demonstrated expertise in requirements gathering, process mapping, and documentation.
Hands‑on experience working in Agile/Scrum environments.
Proficiency with project and Agile tools such as Jira, Confluence, and MS Project.
Excellent communication, stakeholder management, and leadership skills.
Ability to analyze complex financial processes and translate them into clear, actionable deliverables.
Seniority Level Mid‑Senior level
Job Function Finance and Information Technology
Industries IT Services and IT Consulting
#J-18808-Ljbffr