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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in documenting business and functional requirements, managing Agile delivery processes, and collaborating with cross-functional teams to enhance M&A deal administration capabilities. Proficient in applying Design Thinking principles to validate user-centered solutions in financial services.
Highest-signal resume keywords
Agile Delivery ExperienceBusiness Requirements DocumentationStakeholder ManagementData Requirements DefinitionProcess Modeling Techniques
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Logic DefinitionAcceptance Criteria DefinitionTest Scenarios DevelopmentBacklog ManagementFeature Decomposition
Soft Skills
Analytical SkillsCommunication SkillsFacilitation SkillsProblem-Solving Skills
Tools & Technologies
JiraVisual Tools
Industry Keywords
Financial ServicesBankingCorporate TrustMergers and AcquisitionsRisk and Compliance
About the role
Key responsibilities & impact- Support the evolution of M&A deal administration capabilities and associated Institutional Services tools
- Support product vision and roadmap execution
- Maintain backlog hygiene
- Document requirements and measure enhancement outcomes across client- and employee-facing solutions
- Collaborate with senior product owners and cross-functional teams to translate business needs into digital workflows, business and data requirements
- Document current- and future-state business processes using visual tools and process modeling techniques
- Define data requirements, business logic, and traceability of lineage to system of record
- Translate business needs, operational pain points, and product priorities into features, user stories, acceptance criteria, business rules, data requirements, and decision logic
- Support backlog refinement, sprint planning, feature decomposition, and delivery readiness
- Define business acceptance criteria, test scenarios, test data needs, expected results, and evidence requirements for testing
- Partner with quality engineering, technology, operations, and business users to validate delivered solutions
- Triage production issues and reporting requests
- Advocate for end users and gather feedback
- Identify risk, control, compliance, and operational considerations
- Partner with product, operations, risk, and compliance stakeholders to support appropriate controls
Requirements
What you’ll need- Bachelor’s degree and a minimum of 4 years related business line experience, OR a combined minimum of 8 years higher education and/or work experience
- Working knowledge of financial services, banking, corporate trust, and mergers and acquisitions
- Ability to document business requirements, functional requirements, reporting specifications, data requirements, business rules, process flows, acceptance criteria, and testable outcomes
- Agile delivery experience, including backlog refinement, feature/story decomposition, acceptance criteria definition, sprint planning support, and backlog management in Jira or similar tools
- Strong analytical, communication, facilitation, stakeholder management, and problem-solving skills
- Ability to work across business, operations, technology, risk, compliance, and reporting stakeholders
- Knowledge of Design Thinking principles and experience applying user-centered discovery and solution validation in digital product design and development