At a Glance
- Tasks: Support futures and cleared derivatives workflows, driving delivery across multiple workstreams.
- Company: Dynamic investment banking firm focused on innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Hands-on role with excellent exposure to senior stakeholders and strategic initiatives.
- Why this job: Play a key role in transforming clearing processes and making a real impact.
- Qualifications: 5+ years as a PM/BA in investment banking with strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
This role sits within Product Operations, supporting futures and cleared derivatives workflows across the full end-to-end trading lifecycle. The PM/BA will partner closely with a senior lead to drive delivery across multiple workstreams focused on clearing flow migration and optimisation.
The individual will play a key role in transitioning clearing processes onto a strategic platform, including capacity management and re-engineering of allocation workflows (potentially introducing vendor solutions or internal tooling). They will bridge business and technology, working closely with line SMEs to capture, refine, and deliver requirements aligned to operational objectives.
Responsibilities include producing high-quality business requirement documents (BRDs), coordinating the right SMEs across operations and technology, and ensuring initiatives progress effectively from discovery through to implementation. This is a hands-on role requiring strong communication skills and the ability to operate confidently across stakeholders.
Must-haves
- 5+ years experience as a hybrid PM/BA within investment banking
- Deep understanding of futures product and the end-to-end trading lifecycle
- Product operations experience, ideally within clearing and post-trade environments
- Proven ability to write clear Business Requirements Documents (BRDs) and manage requirements lifecycle
- Experience working closely with SMEs across operations and technology teams
- Strong stakeholder management and communication skills; able to “hold their own” with senior stakeholders
Plusses
- Experience with GMI (FIS) or similar clearing platforms
- Prior exposure to clearing flow migrations or allocation workflow redesign
- Experience evaluating or implementing vendor products vs internal build solutions
- Background supporting futures or ETD operations transformation initiatives
PM/BA in Exeter employer: Insight Global
As a leading player in the investment banking sector, our company offers an exceptional work environment that fosters collaboration and innovation. Employees in the PM/BA role benefit from a dynamic culture that prioritises professional growth, with ample opportunities for skill development and career advancement. Located in a vibrant financial hub, we provide a unique chance to engage with cutting-edge technology and impactful projects that shape the future of trading operations.
StudySmarter Expert Advice🤫
We think this is how you could land PM/BA in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment banking world, especially those who work in product operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of futures products and the trading lifecycle. We recommend creating a cheat sheet of key terms and processes to help you articulate your experience confidently.
✨Tip Number 3
Showcase your skills with real examples! When discussing your experience, use specific instances where you’ve successfully managed requirements or collaborated with SMEs. This will demonstrate your hands-on approach and problem-solving abilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace PM/BA in Exeter
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the PM/BA role. Highlight your experience in product operations and your understanding of the trading lifecycle. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills:Since this role involves a lot of stakeholder management, it's crucial to demonstrate your strong communication abilities. Use examples from your past experiences where you effectively collaborated with SMEs or senior stakeholders.
Highlight Your BRD Experience:We’re keen on seeing your ability to produce high-quality Business Requirements Documents. Share specific instances where you've successfully managed the requirements lifecycle and how it contributed to project success.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Insight Global
✨Know Your Trading Lifecycle
Make sure you brush up on your understanding of the end-to-end trading lifecycle, especially in relation to futures products. Being able to discuss this knowledge confidently will show that you’re not just familiar with the concepts but can also apply them practically.
✨Master the BRD
Since producing high-quality Business Requirement Documents (BRDs) is a key part of the role, practice writing clear and concise BRDs before your interview. Bring examples of your past work to demonstrate your ability to manage the requirements lifecycle effectively.
✨Engage with Stakeholders
Prepare to discuss how you've successfully managed relationships with senior stakeholders in the past. Think of specific examples where your strong communication skills made a difference in project outcomes, as this will highlight your ability to bridge business and technology.
✨Showcase Your Problem-Solving Skills
Be ready to talk about any experience you have with clearing flow migrations or allocation workflow redesign. Highlight how you approached challenges and what solutions you implemented, as this will demonstrate your hands-on approach and strategic thinking.
