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Certified Business Analysis Specialist - Capital Markets

Business Analysts plays key role in IT application development. As a change agent, a business analyst is responsible for gathering and documenting business requirements, defining functional specification, creating wireframes and process models, help the application development team understand the business context for the requirements and clarify any questions the development team may have. A good capital markets business analyst is expected to have a strong understanding of investment management and securities operations.


 

Skill Board Certified Business Analysis Specialist - Capital Markets assessment evaluates candidates for understanding of processes related to requirements gathering, analysis and documentation. Candidates are also evaluated for fundamental knowledge of investment management, front middle and back office processes skills develop solutions for business problems in operations and technology that enable capital markets firms to deliver services to clients. The assessment is conducted through an online remote proctored test.


 

Certified Business Analysis Specialist (CBAS) - Capital Markets certification is issued to candidates who successfully pass the combined assessment for Business Analysis process knowledge, Process Modeling knowledge, basic IT skills and Capital Markets Industry domain knowledge.

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Who should get certified
  • Business Analysts with 5+ years of experience working in investment banking, asset management, wealth management, custody and asset servicing.
  • Developers and QAs with 5+ years of experience working on investment management applications.
  • Business Operations Associates with 5+ years of experience working in the banking and capital markets industry
Candidates evaluated for
  • Knowledge of business analysis in traditional and agile software development lifecycle methodologies.
  • Knowledge of business analysis processes and visual modeling.
  • Knowledge of the investment management and securities operations processes.
     
Maintaining the certification
  • Certified Business Analysis Specialist, are required to re-certify after 5 years either by taking a recertification assessment or through continuing education credits.
  • Continuing education credits may be earned by taking industry certifications, participating in industry conferences including professional presentations and writing industry thought papers that get published on skillboard.org or other online forums.
Assessment weightage by Knowledge Area
DomainWeightage

Software Development Lifecycle & IT Basics

Waterfall and Iterative Software Development Lifecycle, Agile Software Development, Software Project Lifecycles, IT Application and Database basics.

5-10%

Business Analysis Process

Requirements Elicitation, Requirements Analysis and Documentation (BRD/FRS/SRS), Requirements Prioritization and Management.

10-20%

Agile Software Development and Business Analysis

Product Vision, MVP, Product Backlog, Release Backlog, Sprint Backlog, Requirement’s Discovery and Business Value, Agile Ceremonies, Epics, Features, User Story, Story Grooming, 3c's and INVEST criteria for user stories User Story splitting, Acceptance Criteria, Prioritization, Estimation.

10-20%

Visual Modeling

Use Case and Process Flow Diagrams, Business Process Modeling, BPMN Notations, Wireframes.

5-10%

Capital Markets Basics

Capital Market Infrastructure, Industry Participants, Investment Asset Classes, Trade lifecycle.

10-20%

Investment Management & Securities Operations

Investment Objectives, Asset Allocation, Portfolio Construction and Rebalancing, Portfolio Compliance, Trade Execution Transaction Management, Trade Clearing & Settlement, Corporate Action Processing, Investment Accounting, Reconciliation, Investment Reporting, Securities Data management, Research and Investments Analytics.

30-50%

Risk & Capital Markets Regulations 101

Credit & Market Risk, Regulatory Frameworks, KYC/AML Compliance, Regulatory Reporting.

5-10%