Technical Business Systems Analyst – Wealth Management

Qualifications and Technical Skills

• 8+ years of experience as a Technical Systems Analyst, Systems Analyst, or Business Systems Analyst, preferably within Canadian banking, wealth, asset management, brokerage, or investment operations.

• Strong knowledge of Canadian wealth products and processes, including equities, fixed income, mutual funds, ETFs, managed portfolios, RRSP, RRIF, TFSA, RESP, FHSA, client onboarding, KYC/KYP, suitability, trading, settlement, holdings, fees, performance, and reporting.

• Experience eliciting and documenting business, functional, technical, data, integration, security, and non-functional requirements, user stories, acceptance criteria, and process flows.

• Hands-on SQL skills for data analysis, reconciliation, testing, and production issue investigation.

• Experience with REST/SOAP APIs, JSON/XML, batch and event-driven integrations, file transfers, and middleware such as MuleSoft, Kafka, Boomi, TIBCO, or SnapLogic.

• Knowledge of Agile delivery, Jira, Confluence, SDLC, testing, release management, and production-support practices.

• Awareness of CIRO/CSA requirements, Client Focused Reforms, NI 31-103, privacy, AML, audit, and operational-risk controls.

• Strong analytical, troubleshooting, communication, stakeholder-management, and vendor-coordination skills.

• Experience in working Jira, confluence etc. tools and agile delivery methodology.

Key Responsibilities

• Partner with business, product, architecture, engineering, testing, operations, compliance, and vendor teams to define solution requirements and impacts.

• Lead discovery and process walkthroughs; document user stories, system specifications, data mappings, interfaces, business rules, controls, and traceability.

• Analyze wealth workflows, applications, databases, APIs, batch jobs, and upstream/downstream dependencies to identify gaps, risks, and solution options.

• Support solution design, backlog refinement, testing, defect resolution, data conversion, release readiness, cutover, and transition to operations.

• Provide Level 2/3 support for business-critical wealth applications, including monitoring, incident triage, SQL/log analysis, root-cause analysis, vendor coordination, and service restoration.

• Maintain process, interface, runbook, and support documentation and recommend improvements to controls, data quality, automation, resiliency, and operational efficiency.