Is the Technology Management | Level 4 (USD) role on-site?

Yes — this role is on-site at the client's New York, NY location, five days per week. The client's culture and delivery cadence are calibrated around in-person collaboration for this position. Relocation support may be available for the right candidate; the recruiter will confirm during your calibration call.

Is this a contract or full-time role?

This is a contract opportunity on ApTask's payroll. If selected, you will be employed by ApTask and will receive a W-2 for the duration of your assignment. During your engagement, you will be eligible for subsidized benefits, including medical, dental, vision insurance, a 401(k) plan, commuter benefits, and state-mandated paid sick leave. Your pay cycle (weekly or biweekly, as applicable) will be confirmed at the time of your offer. You'll also have a dedicated ApTask recruiter as your single point of contact throughout your assignment, providing ongoing support from onboarding through completion. Many of our contract opportunities are extended or converted to permanent positions based on business needs and performance. Your recruiter can share the client's historical extension and conversion trends during the interview process. Benefits, assignment duration, extension, conversion opportunities, and eligibility are subject to client requirements, business needs, and applicable plan terms.

What is the compensation for this role?

The compensation for this Technology Management | Level 4 (USD) role is calibrated to market for New York, NY and the specific experience level the client is targeting. Where you land depends on validated years of experience, the depth of your stack match, and — for contract engagements — the bill-rate the client has locked in for this requisition. The recruiter will discuss the exact number during your calibration call.

How quickly does the interview process move?

ApTask's benchmark on this vertical is 19 days on average from résumé submission to signed offer — driven by validated, pre-verified profiles and a client relationship where the hiring manager reviews our shortlist within 48 hours. If your profile is a fit for this role, you can expect the recruiter's first call within one business day.

OnsitecontractorReq 26-02440Posted Today

Technology Management | Level 4 (USD)

Open role in New York, NY. Onsite engagement, matched and submitted by an ApTask vertical recruiter.

Location: New York, NY · Onsite
Compensation: Compensation discussed at interview

Talk to a recruiter

Your résumé routes to the vertical recruiter who owns this requisition. Identity-verified profile, never resold or syndicated.

About the role

At a glance

AI summary

Day-to-day: Lead business analysis for trade surveillance technology initiatives, partner with stakeholders on requirements, develop analytical models, translate business needs into functional specifications, and manage QA activities
You'll bring: 5 years combining business analysis, project management, and software delivery in financial services; strong SQL and data analysis skills; Capital Markets knowledge; experience with trade data and SDLC methodologies
Good fit if: Trade surveillance or market abuse monitoring background; hands-on experience with GenAI tools like Claude or GitHub Copilot for BA workflows; experience in regulated, risk-focused environments

Generated from the recruiter description below. The full posting is the source of truth — always read it before applying.

Financial Tech Business Analyst
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This role is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills.
Interested in joining a team that s eager to create, innovate and make an impact on the world?
Role
The ISG Trade Surveillance group is responsible for the prevention and investigation of abusive, manipulative, or illegal trading practices in the securities markets that are either customer or firm initiated. This group identifies patterns of trading behavior across multiple asset classes that may be an indication of market manipulation before these can compromise the firm s reputation.
The ideal candidate for this role blends a technical skillset with strong communication skills.
What You ll Do
Lead end to end business analysis efforts for complex, data intensive technology initiatives
Partner with business stakeholders to define scope, objectives, and detailed functional requirements
Build trusted relationships with clients and senior stakeholders; manage expectations and delivery outcomes
Develop prototypes, analytical models, and proof of concepts to support business decision making
Translate business needs into clear functional requirements, user stories, acceptance criteria, process flows, and use cases
Apply AI-assisted analysis to code repositories, Jira/Confluence content, test evidence, and business documentation to identify impacts, gaps, dependencies, and traceability, with appropriate human review and governance controls
Collaborate with internal and external data providers to ensure surveillance and model requirements are met
Work closely with engineering teams to support solution design and technical specifications
Lead and manage QA activities, including automated test case creation, planning and execution
Perform independent validation with a strong focus on client outcomes, controls, and regulatory considerations
Support ongoing enhancements, user feedback, and issue investigation
Promote responsible GenAI adoption across BA/PM workflows by sharing reusable prompts, patterns, accelerators, and lessons learned with the broader team
What We re Looking For
Required Qualifications
5 years of total experience combining Business Analysis, Project Management, and hands-on software delivery experience within financial services or financial technology.
Strong data analysis skills, including hands-on experience with SQL
Excellent written and verbal communication skills, with the ability to engage senior stakeholders
The candidate should be capable of understanding and solving highly complex problems, have excellent communication skills and have financial services experience, preferably in the areas of investment banking and trading
Solid understanding of Capital Markets, preferably in Sales & Trading or Investment Banking
Experience working with trade data, position data, and reference data
Knowledge of SDLC methodologies, including Agile and Waterfall
Experience delivering medium to large scale technology or data programs
Practical experience using GenAI tools in BA/PM workflows, including requirements drafting, Jira story creation, acceptance criteria generation, meeting summarization, documentation review, impact analysis, test case generation, and stakeholder-ready reporting

Preferred Qualifications
Experience in Trade Surveillance or market abuse monitoring
Experience using GenAI tools such as GitHub Copilot, Rovo, Claude, Microsoft 365 Copilot, Copilot Studio, Jira/Confluence AI capabilities, or similar platforms to analyze technical documentation, code repositories, Jira delivery hierarchies, Confluence knowledge bases, meeting notes, and test evidence to produce actionable BA/PM insights
Experience creating reusable prompts, lightweight agents, or AI-assisted workflows that improve requirements quality, delivery governance, QA efficiency, or executive reporting
Background working in highly regulated, risk focused environments

About operations at ApTask

What this vertical looks like inside ApTask.

Operations roles at ApTask cover program management, PMO, business analysis, transformation, and change-management positions across enterprise clients. We place operators who translate strategy into delivery — PMPs, Scrum Masters, agile coaches, Six Sigma black belts, and change-management practitioners certified in Prosci or the client's preferred framework. Candidates are validated against the specific enterprise tooling the client runs (ServiceNow, Jira Portfolio, Clarity, Planview) and their prior track record in comparable-scale programs, not generic delivery experience.

How it works

What happens after you apply.

1. Verified profile
Submit your résumé and complete the ApTask identity + skills verification. We check right-to-work, background, and technical calibration once — never resell or re-verify — so future roles surface faster.
2. Recruiter calibration call
Within one business day, the recruiter who owns this requisition reviews your profile against the client's specific stack, arrangement, and start-date requirements. You'll hear back either way — no ghosting.
3. Client interview
If your profile is a fit, we present you to the hiring team. Most clients run 2-3 interview stages: hiring-manager screen, technical panel, and final. We prep you with the exact scorecard criteria before each round.
4. Offer + onboarding
On acceptance, you onboard W-2 with ApTask (contract) or direct-hire with the client (per role type). Benefits, payroll, and timesheets run through us. Your recruiter stays your point of contact for the length of the engagement.

Frequently asked

Questions candidates ask about this role.

Is the Technology Management | Level 4 (USD) role on-site?: Yes — this role is on-site at the client's New York, NY location, five days per week. The client's culture and delivery cadence are calibrated around in-person collaboration for this position. Relocation support may be available for the right candidate; the recruiter will confirm during your calibration call.
Is this a contract or full-time role?: This is a contract opportunity on ApTask's payroll. If selected, you will be employed by ApTask and will receive a W-2 for the duration of your assignment. During your engagement, you will be eligible for subsidized benefits, including medical, dental, vision insurance, a 401(k) plan, commuter benefits, and state-mandated paid sick leave. Your pay cycle (weekly or biweekly, as applicable) will be confirmed at the time of your offer. You'll also have a dedicated ApTask recruiter as your single point of contact throughout your assignment, providing ongoing support from onboarding through completion. Many of our contract opportunities are extended or converted to permanent positions based on business needs and performance. Your recruiter can share the client's historical extension and conversion trends during the interview process. Benefits, assignment duration, extension, conversion opportunities, and eligibility are subject to client requirements, business needs, and applicable plan terms.
What is the compensation for this role?: The compensation for this Technology Management | Level 4 (USD) role is calibrated to market for New York, NY and the specific experience level the client is targeting. Where you land depends on validated years of experience, the depth of your stack match, and — for contract engagements — the bill-rate the client has locked in for this requisition. The recruiter will discuss the exact number during your calibration call.
How quickly does the interview process move?

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Technology Management | Level 4 (USD)

About the role

What this vertical looks like inside ApTask.

What happens after you apply.

1. Verified profile

2. Recruiter calibration call

3. Client interview

4. Offer + onboarding

Questions candidates ask about this role.

Quality Assurance Engineering IV-