Business Analyst - Wealth Management
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Strong BSA discipline (Agile and waterfall methodologies (or hybrid) and documentation and requirement facilitation methods) - 5-10 years of experience as a BA / BSA
- Posting language
- English
- Posted
Original job description
Iris's Direct client, one of the world's Premier Investment Bank is looking to hire a strong Business Analyst - Wealth Management for a Contract to Hire opportunity in Downtown, Toronto.
Hybrid - Toronto - 4 days from office
Job Description:
Business Analyst with some Wealth Management experience
Excellent communication – able to get point across clearly and effectively.
Strong BSA discipline (Agile and waterfall methodologies (or hybrid) and documentation and requirement facilitation methods) - 5-10 years of experience as a BA / BSA
Understanding of the Portfolio Management aspect of Wealth Management – Asset Allocations, Portfolio Rebalancing, Modeling, Market Values, Positions, Rate of Return, Projected Monthly Income, etc.
Anurag Dang
Iris Software
200 Metroplex Drive, Suite #300
Edison, NJ 08817
Mobile: 732-535-0734
anurag.dang@irissoftware.com
www.irissoftware.com
More about this job
Responsibilities
Apply business analysis practices to support wealth management work, with a focus on portfolio management concepts such as asset allocation, rebalancing, modeling, market values, positions, rates of return, and projected monthly income. Facilitate requirements and produce documentation using Agile, Waterfall, or hybrid approaches.
Requirements
Requires 5–10 years of experience as a Business Analyst or Business Systems Analyst and some wealth management experience. Candidates should communicate clearly and have strong business analysis discipline, including requirements facilitation and documentation across Agile, Waterfall, or hybrid methodologies.
Skills
- Business Analysis
- Business Systems Analysis
- Wealth Management
- Portfolio Management
- Asset Allocation
- Portfolio Rebalancing
- Portfolio Modeling
- Market Valuation
- Position Analysis
- Rate of Return Analysis
- Requirements Facilitation
- Documentation
- Agile Methodology
- Waterfall Methodology
- Communication
Visa sponsorship
Not detected in the job text
Hiring contact
Anurag Dang
Hiring contact email
anurag.dang@irissoftware.com
Categories
- Finance & Accounting
- Data & Analytics
- Consulting
Keywords
- Business Analyst
- Business Systems Analyst
- Wealth Management
- Portfolio Management
- Asset Allocation
- Portfolio Rebalancing
- Modeling
- Market Values
- Positions
- Rate of Return
- Projected Monthly Income
- Agile
- Waterfall
- Hybrid Methodology
- Requirements Facilitation
- Documentation
- Communication
- Investment Banking