Job Description
Title: BUSINESS ANALYST/CAPITAL MARKETS/AI- Recent 10 years of project has to be local to NY only
Years of Exp: 12-20 Years
Visas:Â USC/GC/GC-EAD/H4-EAD
Location: NYC, NY- Locals
Need LinkedIn, VISA DL
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NEW REQUIREMENT!!!! Requirement Notes (Candidate Job description below) : We need a senior Business Analyst (12+ years) to Partner with front, middle, and back-office stakeholders to gather, document, and prioritize business and functional requirements to Translate business needs into user stories, functional specs, and process/data flow diagrams for engineering and vendor teams. Candidates need to have exposure to AI even if it is in personal projects. *****CANDIDATES NEED TO HAVE RECENT CAPITAL MARKETS EXPERIENCE (PREFERED – FRONT MIDDLE AND BACK OFFICE) AND THEY NEED TO BE EXCELLENT COMMUNICATORS. THIS STARTS AS A 4 MONTH PROJECT AND SHOULD GET EXTENDED ANOTHER YEAR. THIS WILL MOVE FAST. THE CLIENT HAD A RESOURCE RESIGNE WITHOUT NOTICE AND THE HAVE A PROJECT TO RUN
****CANDIDATES MUST HAVE GOOD TENURE AND/OR LONG PROJECTS. CANDIDATES WITH RECENT LOCAL PROJECTS . – NO RELOCATION
Required Candidate Location: Â Â Â Â NYCÂ Â Â Â Â Â 3 Days a Week – NO RELOCATION
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*** Experience required on a resume and for submittal:
1. How many years working with:Â Business Analyst
2. How many years working with:Â Capital Markets
3. How many years working with:Â AI Exposure
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Job Description:
- Partner with front, middle, and back-office stakeholders to gather, document, and prioritize business and functional requirements
- Translate business needs into user stories, functional specs, and process/data flow diagrams for engineering and vendor teams
- Analyze existing workflows across areas such as portfolio management, trade operations, fund accounting, or investor reporting to identify inefficiencies and automation opportunities
- Evaluate and recommend applications of AI/ML and generative AI tools within existing platforms and business processes
- Support UAT planning and execution, ensuring delivered solutions meet business requirements
- Act as liaison between business units and technology/data teams throughout the SDLC
- Maintain documentation of business rules, data lineage, and system dependencies
- Participate in vendor evaluations and due diligence for new technology or data platforms
Required Qualifications
- 10+ years of experience as a Business Analyst, ideally supporting capital markets, asset management, or financial services technology functions
- Strong requirements-gathering, process mapping, and documentation skills (BRDs, user stories, workflow diagrams)
- Experience working directly with front-office, operations, or finance stakeholders
- Proficiency with SQL and/or data analysis tools
- Familiarity with Agile/Scrum delivery methodologies
- Excellent written and verbal communication skills; ability to translate technical concepts for non-technical audiences
Preferred Qualifications
- Experience within private credit, direct lending, or hedge fund environments
- Exposure to portfolio/loan management systems (e.g., WSO, Geneva, Advent, Allvue) or trade/order management platforms
- General understanding of how AI/generative AI tools (e.g., Copilot, LLM-based automation, RPA) can be implemented in a corporate/financial services setting — no deep technical AI background required, but comfort evaluating use cases and vendor tools
- Bachelor's degree in Finance, Business, Computer Science, or related field
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*** Please provide all the below information in the required format for Client submittal along with State ID or Driver’s License. All the requested details must be supplied for client submittal.
- Full Name:
- Candidates Rate:Â
- Candidates current (Now)Â Location:Â
- Availability to Interview: One Day’s notice
- Availability to Start:Â
- Email Address: Â Â
- Phone Number:Â
- Visa Status:
- Education – College/Year of graduation:
- Link to LinkedIn?Â
- Certifications (Please list)?         Â
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Kind Regards,
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Deep Patel
Sr. Technical Recruiter
ZealHire Inc.
14 Wall Street 20th Floor | New York, NY 10005

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