At a Glance
- Tasks: Support futures and cleared derivatives workflows, driving delivery across multiple workstreams.
- Company: Join a leading investment bank with a focus on innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Dynamic environment with opportunities to work closely with senior stakeholders.
- 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 Woking 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 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, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land PM/BA in Woking
✨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 stakeholder management prowess.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace PM/BA in Woking
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience as a PM/BA in investment banking. We want to see how your skills align with the role, especially your understanding of futures products and the trading lifecycle.
Showcase Your Communication Skills:Since this role involves working closely with stakeholders, it's crucial to demonstrate your strong communication abilities. Use clear and concise language in your application to reflect how you can bridge business and technology effectively.
Highlight Relevant Experience:Don’t forget to emphasise your experience with producing high-quality Business Requirements Documents (BRDs) and managing the requirements lifecycle. We’re looking for specific examples that showcase your hands-on approach and operational objectives.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at Insight Global
✨Know Your Stuff
Make sure you brush up on your knowledge of futures products and the end-to-end trading lifecycle. Being able to discuss these topics confidently will show that you understand the core of the role and can bridge the gap between business and technology.
✨Master the BRD
Since producing high-quality Business Requirement Documents (BRDs) is a key part of the job, practice writing clear and concise BRDs before your interview. Bring examples of your previous work to demonstrate your ability to manage the requirements lifecycle effectively.
✨Stakeholder Savvy
Prepare to discuss your experience with stakeholder management. Think of specific instances where you successfully communicated with senior stakeholders or navigated complex discussions. This will highlight your strong communication skills and ability to operate confidently across different teams.
✨Show Your Hands-On Approach
This role is hands-on, so be ready to share examples of how you've driven delivery across multiple workstreams in the past. Talk about any challenges you faced and how you overcame them, especially in relation to clearing flow migrations or allocation workflow redesign.
