We are seeking an experienced PM/BA to drive product strategy, roadmap, and delivery across Capital Markets technology, with a primary focus on Equity Trading, Order Management Systems (OMS), and end-to-end trade lifecycle management. The role will involve managing and enhancing trading platforms covering order creation, pre-trade validations, order routing, execution, allocations, trade confirmations, and clearing and settlement processes.

The Product

Owner will work closely with business stakeholders, technology teams, compliance, and operations to modernize existing trading platforms, streamline workflows, and deliver scalable, high-performance solutions. The individual will also support product capabilities across alternative investments, including Exchange Traded Products (ETPs), Crypto ETFs, and other investment products, ensuring alignment with regulatory, operational, and client requirements.

KEY RESPONSIBILITES

1. Product Strategy & Ownership

- Own and manage the product roadmap, vision, and backlog for investment management and capital market platforms.
- Gather business requirements and convert them into user stories, functional specifications, and acceptance criteria.
- Work closely with portfolio managers, investment analysts, traders, risk teams, and technology teams.
- Drive product enhancements and prioritize initiatives based on business value and strategic objectives.
- Ensure successful delivery through Agile methodologies and stakeholder collaboration.

2. Equity Trading & Order Management Systems (OMS)

- Support end-to-end equity trading workflows from order generation through execution and settlement.
- Drive enhancements to Order Management Systems (OMS) and Execution Management Systems (EMS).
- Manage workflows including:
- Order creation
- Trade capture
- Pre-trade compliance checks
- Order routing
- Trade execution
- Allocations
- Trade confirmations
- Settlement processing
- Ensure trading platforms meet business, operational, and regulatory requirements.
- Work with front-office trading teams to streamline execution and operational efficiency.

3.Investment Management & Portfolio Management

- Support investment management workflows across Equities, Fixed Income,



Mutual Funds, ETFs, and other investment products.
- Collaborate with portfolio management teams to enhance portfolio construction and investment decision -support capabilities.
- Understand portfolio management concepts including:
- Asset allocation
- Security selection
- Rebalancing strategies
- Model portfolios
- Benchmark tracking
- Define business requirements for portfolio management, investment accounting, and holdings management solutions.

4. Portfolio Risk & Analytics

- Partner with investment and risk teams to deliver portfolio risk management capabilities.
- Support implementation and enhancement of:
- Portfolio risk theory frameworks
- Factor-based risk models
- Risk attribution analysis
- Exposure reporting
- Style and sector analysis
- Work with investment risk platforms and analytics solutions to improve decision-making capabilities.
- Collaborate with business users to translate complex risk methodologies into scalable product features.

5. Performance Measurement & Reporting

- Support investment performance measurement and reporting solutions for institutional and wealth management businesses.
- Define requirements for:
- Portfolio performance calculations
- Benchmark comparison reporting
- Performance attribution
- Client reporting
- Investment analytics dashboards
- Partner with reporting and operations teams to improve accuracy, transparency, and scalability of reporting processes.
- Ensure alignment with industry standards and reporting best practices.

6. Third-Party Platform Integration

- Support integrations with investment management and trading platforms

. • Work with third-party solutions such as: .

1.Charles River IMS

- Aladdin
- SimCorp
- Bloomberg AIM
- FactSet
- Eagle Investment Systems
- FlexTrade
- Fidessa




- Collaborate with engineering teams to build scalable integrations through APIs and data services.
- Agile Delivery & Stakeholder Management
- Lead backlog grooming, sprint planning, release planning, and UAT activities.
- Act as the primary liaison between business stakeholders and development teams.
- Prepare business requirements, process flows, functional specifications, and acceptance criteria.
- Facilitate discussions among portfolio managers, traders, operations teams, risk teams, and technology stakeholders.
- Drive successful product adoption and continuous improvement initiatives.

REQUIRED QUALIFICATION

- 5+ years of experience as a Product Owner, Business Analyst, or Technical Product Manager within Capital Markets, Wealth Management, Brokerage, or Financial Services technology.
- Robust domain knowledge of Equity Trading, Order Management Systems (OMS), Execution Management Systems (EMS), and end-to-end trade lifecycle management.
- Hands-on understanding of order management, trade execution, allocations, confirmations, clearing, and settlement workflows.
- Experience with FIX protocol (FIX 4.2/4.4/5.0) and integrations with trading platforms and third party financial systems.
- Strong understanding of regulatory reporting requirements, including CAT, FINRA/SEC reporting, and trade audit trails.
- Experience working with middle-office, back-office, compliance, and operations teams.
- Knowledge of brokerage and wealth management account structures, including advisory/fee-based and commission-based accounts.
- Experience in Agile methodologies, backlog management, sprint planning, and UAT.
- Proven ability to translate complex business and regulatory requirements into functional specifications and technical user stories. PREFERRED QUALIFICATION
- Experience with mainframe modernization initiatives, including migration from COBOL, DB2, or CICS-based systems to modern cloud, microservices, or event-streaming architectures.
- Familiarity with Kafka, SQL, APIs, JSON, and Avro data structures.

EDUCATION

- MBA Finance or Equivalent
- Bachelor’s Degree or Master’s in Computer Science, Engineering, Software Engineering or a relevant field.

📌 Business Analyst - Equity OMS (Gurugram)
🏢 Gemini Solutions
📍 Gurugram