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Business Analyst - Summit Securities | CIB

Company Description

Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide.

Natixis in Portugal is part of the Global Financial Services division, where it applies technology for the development of financial expertise in its two global business lines – Corporate & Investment Banking and Asset & Wealth Management – and, transversally, for the entities of Groupe BPCE.

The Centre of Expertise, based in Porto, currently has more than 2,400 employees from over 30 nationalities, organised in three main departments: Information Technology, Banking Support Activities and Compliance. These teams work in an integrated, inclusive and transversal way, supporting and creating value for all the business lines and platforms of the group. The project in Porto is one of the biggest investments in Human Resources ever made by Groupe BPCE worldwide.

A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem.

In 2024, Top Employers Institute has awarded Natixis in Portugal the Top Employer Portugal accreditation for the second time. This certification recognizes excellence in people practices, following the example of our head office, in France, who was certified Top Employer France for the eight year in a row.

Job Description

You will join the CIO CIB team within the Global Markets department, specifically in the Booking & Post Trade Processes sector, as a business analyst for IT. 

Summit Securities is the back-office application for the Securities and Titles scope. Its primary functions are related to processing all back-office functions for Securities and Titles within a single tool. 

Your daily responsibilities will include: 

  • Supporting the business during the requirements gathering phase and proactively proposing effective solutions 

  • Writing functional specifications for the teams and assisting them in understanding the tasks to be completed 

  • Developing and implementing test plans to support user testing, as well as leading presentations/trainings and documenting committee minutes 

  • Handling maintenance and support tasks 

Qualifications

With a higher education background, you have at least 4 years of experience in business analyst roles.  

You possess expertise in: 

  • Capital markets (Bonds, Repo, OST, CAT) 

  • Back office activities (accounting, confirmations, payments, regulatory reporting) 

  • Project management and the entire project lifecycle 

  • The Summit software and SQL language 

The technical stack used includes SQL, Summit, and Finastra. Our working methodology is Agile, and you will be integrated into our community of business analysts. 

  • English Level: C1 

    Nice to have: French B2 

You are: 

  • Autonomous, proactive, and a strong problem-solver 

  • Recognized for your teamwork skills and ability to communicate effectively with users 

  • Agile and comfortable with both written and oral presentations 

Additional Information

At Natixis, we are committed to fostering a working environment where each and every one of our people is treated with dignity and respect and where every voice is heard. Our differences make us collectively stronger and are a source of fulfilment, innovation and performance.

In the framework of its Diversity, Equity & Inclusion policy, Natixis in Portugal has implemented a Blind CV Screening process, with the purpose of reducing hiring bias. A blind CV excludes any personal details which refer to the applicant’s gender, age or ethnicity. When applying for our positions, please submit a blind CV, that is, with no picture, name, gender, age, nationality, ethnicity and address. Your personal statement, work experience, courses and certifications, education, skills and contact information is what matters to us.

#MuchMoreThanJustAJob

Early morning. Campo 24 de Agosto. In 4 minutes, you are clocking in at the office. Start your day having breakfast with the Team and grab fresh fruit on the way to your seat, in one of Porto’s most typical neighborhoods. This Purple Day is going to be a busy one: daily meeting ensuring all team members are on the same page regarding work status, priorities and blockers, language class and, just after, a Talent Management meeting with your manager, discussing your career path. 

Lunch break. Today, your Team is onboarding newcomers, but also welcoming French colleagues: the perfect excuse to walk downtown and bond over a francesinha. When returning, inhale nature and peace of mind in Natixis Urban Garden (look at the crops; ready to harvest!). 

Back inside. Brainstorming session on a new, exciting project in our disruptive and immersive Manaus Village. The afternoon went flying (tasks, meetings, some jokes with your teammates). End it on a high note: celebrating cultural diversity with a Diwali, the Indian festival of lights. 

Tomorrow, you attend a conference led by influential speakers in your industry and, the day after, you will work from home, benefitting from some focus time to complete that report and soft skills course on LinkedIn Learning. Once you are done with your work for the day, strike the right note playing with Natixis band or be part of a board games session. If that is too steady for you, meet your colleagues to catch some waves or sail the Douro river during golden hour. 

Average salary estimate

$60000 / YEARLY (est.)
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$70000K

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What You Should Know About Business Analyst - Summit Securities | CIB, Natixis

At Natixis, we’re excited to invite a proactive and skilled Business Analyst to join our dynamic CIO CIB team within the Global Markets department in Porto, Portugal. Positioned particularly in the Booking & Post Trade Processes sector, you’ll play a crucial role in managing our Summit Securities back-office application, which streamlines all Securities and Titles functions into one efficient tool. Your daily responsibilities will include engaging with our teams during the requirements gathering phase, diving deep to propose innovative solutions that enhance our operations. You will also have the opportunity to write functional specifications, develop and execute test plans to ensure robust user testing, and handle various maintenance and support tasks. With at least 4 years of experience under your belt, you’ll leverage your expertise in capital markets, back office activities, and project management to contribute to our mission of transforming traditional banking. The environment here is collaborative, embracing an Agile methodology. If you love problem-solving and thrive in a team-oriented atmosphere, Summit Securities at Natixis is just the place for you to advance your career and make impactful contributions in a culture that celebrates innovation and diversity!

Frequently Asked Questions (FAQs) for Business Analyst - Summit Securities | CIB Role at Natixis
What are the primary responsibilities of a Business Analyst at Summit Securities?

As a Business Analyst at Summit Securities, you'll focus on supporting business operations during the requirements gathering phase, writing comprehensive functional specifications, developing test plans, and leading user testing initiatives. Your role will also involve effectively communicating with team members and documenting important meeting minutes to facilitate smooth processes within the team.

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What qualifications are required for the Business Analyst position at Summit Securities?

To qualify as a Business Analyst at Summit Securities, you need a higher education background coupled with at least 4 years of relevant experience. Proficiency in capital markets, particularly in bonds and regulatory reporting, and familiarity with project management and the Summit software are essential. Knowledge of SQL and an English level of C1 are also necessary, while French language skills are a plus.

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What tools and technologies will a Business Analyst at Summit Securities commonly use?

At Summit Securities, Business Analysts frequently utilize SQL, Summit software, and Finastra as part of their daily operations. These tools aid in managing back-office functions effectively in alignment with the company's innovative approach to banking and finance.

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How does Natixis promote an inclusive work culture for Business Analysts?

Natixis is deeply committed to fostering an inclusive and respectful work culture. The implementation of a Blind CV Screening process demonstrates our commitment to reducing hiring biases. We believe that diversity enhances teamwork and innovation, and we aim to ensure every voice is heard and recognized within our organization.

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What is the work environment like for Business Analysts at Summit Securities?

The work environment at Summit Securities is engaging and collaborative, where Agile methodologies facilitate smooth project execution. You will be part of a community of business analysts, work closely with diverse teams, and have opportunities for team bonding and growth in a vibrant office located in Porto's picturesque neighborhood.

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Common Interview Questions for Business Analyst - Summit Securities | CIB
What unique skills do you bring to the Business Analyst role at Summit Securities?

When answering this question, it's important to tailor your response to the specific skills relevant to the Business Analyst position. Emphasize your expertise in capital markets, back-office activities, and project management. Illustrate how your problem-solving abilities and effective communication skills make you a strong fit for the Summit Securities team.

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Can you describe your experience with the Summit software?

In your response, discuss any hands-on experience you have with the Summit software. Explain specific projects you worked on, the outcomes, and how your knowledge of the tool enhanced your effectiveness as a Business Analyst. If you have relevant certifications or training, mention those as well.

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How do you approach requirements gathering in your projects?

Detail your structured methodology for requirements gathering, which might include stakeholder interviews, collaboration with users, and the creation of functional specifications. Highlight your ability to proactively engage with business units to ensure a comprehensive understanding of their needs.

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What role does communication play in your work as a Business Analyst?

Communication is key in the role of a Business Analyst. You might say that it's essential for collaborating with stakeholders, vendors, and team members, ensuring everyone is aligned on project objectives. Describe how you utilize various channels for communication to maintain clarity and foster teamwork.

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How do you prioritize tasks in an Agile work environment?

Discuss your understanding of Agile methodologies and how you prioritize tasks using frameworks like Scrum or Kanban. Explain how you balance urgent requests with longer-term project goals, ensuring efficient workflow and continuous delivery of value to clients.

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Tell us about a challenging project you worked on and how you overcame obstacles.

Share a specific example of a project you managed as a Business Analyst, detailing the challenges faced, your strategic approach to resolving them, and the overall outcome. Show how your analytical skills and proactive nature helped achieve project success.

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How do you ensure the accuracy of your functional specifications?

Here, you could discuss the importance of detailed documentation and frequent reviews. Describe your process, such as peer reviews or validation sessions with stakeholders to ensure that the functional specifications accurately reflect user needs and requirements.

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What testing methodologies are you familiar with in your previous roles?

Mention the testing methodologies you've used, whether it's user acceptance testing (UAT), regression testing, or automated testing. Provide examples of how you've applied these methodologies in past projects to ensure successful implementation of solutions.

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How do you handle feedback from team members on projects?

Express your openness to feedback as a part of your growth process. Discuss how you appreciate constructive criticism, actively seek out input from your team members, and make necessary adjustments to improve project outcomes and team collaboration.

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What motivates you to succeed as a Business Analyst?

Convey your passion for problem-solving and your desire to make a positive impact on the organization. You might mention how working on complex projects and collaborating with diverse teams fuels your motivation to excel in your role as a Business Analyst at Summit Securities.

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Natixis is the international corporate, investment, insurance and financial services arm of Groupe BPCE, the 2nd-largest banking group in France with 35 million clients spread over two retail banking networks, Banque Populaire and Caisse d’Epargne...

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Full-time, on-site
DATE POSTED
April 11, 2025

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