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Business Analyst - Summit Securities

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

$70000 / YEARLY (est.)
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$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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

Join the dynamic team at Natixis as a Business Analyst in Porto, where you will play a crucial role in transforming traditional banking at a global scale. In your position within the CIO CIB team, you'll focus on the Booking & Post Trade Processes sector, specifically working with the Summit Securities application. This essential tool encompasses all back-office functions for Securities and Titles, and your contribution will be pivotal. You'll be involved in gathering a comprehensive list of requirements from the business side, proposing innovative solutions, and crafting detailed functional specifications to guide your colleagues through their tasks. In addition, you will develop user testing plans and lead informative presentations, helping everyone stay aligned and informed. To excel in this role, a solid understanding of capital markets, back-office activities, and project management is crucial, as well as proficiency in SQL and experience with Summit software. You'll be part of an Agile working environment and enjoy great collaboration among business analysts. With at least four years of experience under your belt, you’ll thrive in a role that demands both independence and teamwork. Your day-to-day will be vibrant and rewarding, balanced with fun office culture, including team breakfasts, cultural celebrations, and opportunities for professional growth. Come and be part of a company that values diversity, equity, and inclusion, and helps you build an exciting career while also having a great time!

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

As a Business Analyst at Natixis, you will be responsible for supporting the business during the requirements gathering phase by actively proposing effective solutions, writing functional specifications, and developing test plans for user testing. You'll also be leading presentations and documenting meetings to ensure clear communication and understanding of the tasks ahead.

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What qualifications do I need for the Business Analyst position at Natixis?

To qualify for the Business Analyst role at Natixis, you should have at least four years of experience in a similar position, a higher education background, and expertise in capital markets, back-office activities, and project management. Proficiency in SQL and the Summit software is a plus, along with a strong level of English (C1), and French (B2) is desirable.

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What is the working environment like for a Business Analyst at Natixis?

Natixis offers a vibrant working environment characterized by an Agile methodology, where you will collaborate with other skilled business analysts. You'll enjoy team-oriented activities, cultural events, and the chance to enhance your skills through various training and professional growth opportunities.

Join Rise to see the full answer
How does Natixis promote diversity and inclusion for its employees?

Natixis is committed to fostering a diverse and inclusive work environment. They have implemented a Blind CV Screening process to reduce hiring bias, ensuring that applicants are evaluated based solely on their qualifications and experiences, without influence from personal details.

Join Rise to see the full answer
What does a typical day look like for a Business Analyst at Natixis?

A typical day for a Business Analyst at Natixis is engaging and varied, involving collaborative team meetings, daily stand-ups, project brainstorming sessions, and opportunities for professional developments, such as language classes and talent management discussions. You'll also experience the joy of team bonding through shared meals and celebrations of cultural diversity.

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Common Interview Questions for Business Analyst - Summit Securities
Can you explain your experience with capital markets as a Business Analyst?

In your response, you should describe specific projects where you utilized your knowledge of capital markets, highlighting your understanding of securities, bonds, and other financial instruments. Mention challenges you faced and how you solved them using your analytical skills.

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How would you approach requirements gathering for a new project?

You should convey a systematic approach, emphasizing techniques like stakeholder interviews, workshops, and surveys. Explain your strategy for ensuring that all user needs are captured and prioritized effectively within the project scope.

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What methods do you use for writing functional specifications?

Discuss your methods for creating clear, concise functional specifications. Mention the importance of stakeholder feedback and iterative editing, along with any tools you regularly use for documentation, like Confluence or SharePoint.

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How do you handle conflicts within a project team?

Describe an example where you managed conflict effectively. Emphasize your communication skills, listening to diverse viewpoints, and finding common ground to reach a mutually agreeable solution, thus maintaining a strong team dynamic.

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What is your experience with SQL and data analysis?

You should detail your familiarity with SQL, highlighting specific projects where you’ve utilized it for data extraction and analysis. Discuss how this skill aids in driving informed decision-making within your project work.

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How would you define the role of a Business Analyst in project management?

Explain that a Business Analyst acts as a bridge between technical teams and stakeholders, ensuring that project goals align with business objectives. Discuss how you facilitate communication and cooperation among all parties involved.

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What strategies do you use to conduct user testing effectively?

Detail the steps you take to design user testing sessions, including creating comprehensive test plans, preparing scenarios that reflect real-world use cases, and gathering actionable feedback for continuous improvement.

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Can you share your experiences with Agile project methodologies?

Discuss your practical experience in Agile environments, explaining how it improves collaboration, adaptability, and project outcomes. Highlight specific Agile ceremonies you engage in and how they benefit the team.

Join Rise to see the full answer
What tools or software do you find most useful in your role as a Business Analyst?

Mention specific tools relevant to your work, like JIRA for project tracking, SQL for data analysis, and Visio for process mapping. Provide context on how they help streamline your analysis and communication processes.

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Why do you want to work as a Business Analyst at Natixis?

Articulate your admiration for Natixis’ mission to innovate in banking, their commitment to an inclusive workplace, and the vibrant culture you expect. Share how your career goals align with the opportunities that Natixis offers.

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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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DATE POSTED
April 10, 2025

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