Collaborate with internal stakeholders for requirement analysis
3+ years experience in securities brokerage required
Fluency in Mandarin, Cantonese, and English
Job Description
Your Responsibilities
As a Business Analyst, you will serve as a strategic liaison between business units, product teams, and development teams across the group. You will ensure business needs are clearly defined, well-documented, and accurately translated into deliverable solutions that exceed internal expectations and regulatory standards.
You will lead the front end of the project lifecycle — from requirement intake, analysis, and solution design — and continue to support through QA, UAT coordination, and final validation. Your mission is not only to deliver "as requested," but to act as a solution owner and ensure what we build is scalable, efficient, and ready for future growth.
Requirement Analysis & Solution Design
Collaborate with internal stakeholders (e.g., Operations, Compliance, Marketing, Business Teams) to identify new business needs, regulatory requirements, and enhancement requests.
Work closely with Product and Development teams to evaluate feasibility, define scope, and align on implementation direction. Later, coordinate with QA and business teams for UAT and sign-off.
Design scalable and future-proof solutions that address needs across multiple entities and jurisdictions.
Translate business requirements into actionable documentation — user stories, process flows, edge cases, and acceptance criteria.
Conduct workflow analysis and recommend optimizations aligned with platform strategy and compliance obligations.
Documentation & Project Delivery
Draft and maintain BRDs, MRDs, and supporting documentation throughout the project lifecycle.
Ensure clear traceability between requirements and delivered functionality; maintain version control of all key artifacts.
Facilitate PRD walkthroughs with business stakeholders and ensure alignment before development.
Provide support to Business, Product, Development, and QA teams during sprint execution and UAT.
Domain Expertise & Regulatory Awareness
Stay informed on regional and global brokerage regulations, industry practices, and platform impact.
Understand and document operational processes such as order execution, funding, settlement, SBL, and structured product lifecycle.
Act as a knowledge bridge across business, product, and technical teams — driving aligned decision-making and delivery quality.
Requirements
Qualifications & Skills
Bachelor’s degree or above in Computer Science, Information Systems, Finance, or a related field
3+ years of experience in a securities brokerage firm in one or more of the following roles (Candidates with less experience may be considered for Junior BA roles):
Business Analyst
Project Manager
Operations / Middle Office
Solid understanding of brokerage business workflows, including account opening, order management, trade capture, settlement, and compliance processes
Strong analytical mindset with the ability to dissect complex systems and propose structured solutions
Excellent communication and documentation skills, able to bridge between business and technical teams
Proficiency in drafting BRDs, use cases, and process flow diagrams; experience with tools like Visio, Figma, or similar
Familiarity with Agile/Scrum methodologies; hands-on experience with Jira or equivalent platforms
Fluent in Mandarin, Cantonese, and English (spoken and written)
Preferred / Bonus Qualifications
Experience with multi-asset product life cycles, such as:
Futures
Structured Products
Stock Borrowing & Lending (SBL)
Options
Exposure to cross-border or multi-market (HK, US, SG, etc.)
Knowledge of crypto trading, KYT/KYA compliance flows, or other regulatory technologies
Familiarity with business intelligence tools (e.g., Power BI, Tableau) or prototyping tools (e.g., Figma)
ChangBridge Securities is an AI-driven internet broker that builds a global trading infrastructure and trading network to provide the best trading experience to global investors.
Chang Bridge Securities was established in March 2019 and holds 22 financial compliance licenses or qualifications in the United States, Singapore, Hong Kong, etc., and has received strategic investment from several large financial and investment institutions exceeding $1.5 billion. Chang Bridge Securities (Hong Kong) Co., Ltd. (Central Registration Number: BPX066) holds Hong Kong Securities Regulatory Commission licenses of Classes 1, 2, 4, and 9 and has the qualifications to provide securities trading, futures contract trading, provide advice on securities purchases and sales, and provide asset management services.
The core management team of Chang Bridge Securities is composed of experienced financial managers from the financial industry and technical experts from global leading internet technology companies, who have rich global financial market work experience and outstanding fintech R&D capabilities.
ChangBridge Securities has developed LongbridgeAI, a focus on investment services based on a large language model, which opens up the original investment and research capabilities of professional institutions to every investor, helping investors clearly interpret market dynamics, identify potential investment opportunities, and provide data-supported decision-making advice, allowing everyone to make wiser investment choices and eliminate the information gap between investors and professional institutions.
Build a convenient global trading network for investors, allowing them to invest in the US and major global stock markets at a very low cost through one account, thereby lowering the transaction barriers of global investment.