Senior Business Analyst - Wealth Management
- Toronto, ON, Canada
Contract
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Job details
- Job type
- Contract
- Posting language
- English
- Posted
Original job description
Senior Business Analyst - Wealth Management
Role Summary
- Lead business and systems analysis initiatives across Wealth Management and Investment Management.
- Support business functions involving clients, portfolios, accounts, transactions, and data warehouse solutions.
- Collaborate with business stakeholders, architects, product owners, and development teams to define requirements, data mappings, and strategic solutions for legacy-to-modern platform transformations.
- Support modernization and digital transformation initiatives.
Required Skills
Wealth Management Domain
- Wealth Management.
- Investment Products.
- Portfolio Management.
- Client and Account Data.
- Trading Lifecycle.
- Equities.
- Fixed Income.
- Mutual Funds.
- ETFs.
- Alternative Investments.
Business Analysis
- Business Systems Analysis.
- Requirements Gathering.
- Functional Specifications.
- Non-Functional Requirements.
- User Stories.
- Acceptance Criteria.
- Gap Analysis.
- Business Process Modeling.
- Stakeholder Management.
Agile Tools
- Jira.
- Confluence.
- Agile.
- Scrum.
- SAFe.
Preferred Qualifications
- Prior experience in Wealth Management.
- CBAP, PMI-PBA, CSPO, or SAFe certifications.
- Experience with regulatory reporting.
- Exposure to SEC, FINRA, and MiFID II.
- Knowledge of GDPR and CCPA.
- Experience supporting digital transformation initiatives.
More about this job
Responsibilities
The senior business analyst at Astra North Infoteck will lead analysis work on wealth and investment systems. They will gather requirements, define data mappings and help plan how older platforms move to modern ones, working with stakeholders and development teams.
Requirements
Candidates need senior business analysis experience in wealth or investment management, including investment products, trading and client data. They must know Agile methods and tools such as Scrum, SAFe, Jira and Confluence.
Skills
- Jira
- Confluence
- Agile
- Scrum
- SAFe
- Wealth Management
- Investment Products
- Portfolio Management
- Client and Account Data
- Trading Lifecycle
- Equities
- Fixed Income
- Mutual Funds
- ETFs
- Alternative Investments
- Business Systems Analysis
- Requirements Gathering
- Functional Specifications
- Non-Functional Requirements
- User Stories
- Acceptance Criteria
- Gap Analysis
- Business Process Modeling
- Stakeholder Management
- Data Mapping
Categories
- Finance & Accounting
- Technology
- Consulting
Keywords
- Senior Business Analyst
- Wealth Management
- Investment Management
- Business Analysis
- Business Systems Analysis
- Requirements Gathering
- Functional Specifications
- User Stories
- Acceptance Criteria
- Gap Analysis
- Business Process Modeling
- Portfolio Management
- Trading Lifecycle
- Equities
- Fixed Income
- Mutual Funds
- ETFs
- Alternative Investments
- Jira
- Confluence
Seniority
Senior
Tools
- Jira
- Confluence