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Iris Software Inc.

Business Analyst - Wealth Management

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 9, 2026
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: Nov 9, 2026

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

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More about this job

Responsibilities

Analyze business needs and facilitate requirements for wealth management initiatives, using appropriate Agile, Waterfall, or hybrid methods. Apply an understanding of portfolio management concepts, including asset allocation, rebalancing, modeling, market values, positions, rates of return, and projected monthly income.

Requirements

Candidates should have 5–10 years of experience as a Business Analyst or Business Systems Analyst and some wealth management experience. Strong communication, disciplined requirements facilitation, and documentation skills are required.

Skills

Business Analysis
Wealth Management
Business Systems Analysis
Communication
Agile Methodologies
Waterfall Methodologies
Requirements Facilitation
Documentation
Portfolio Management
Asset Allocation
Portfolio Rebalancing
Portfolio Modeling
Market Values
Positions
Rate of Return
Projected Monthly Income

Visa sponsorship

Not detected in the job text

Hiring contact

Anurag Dang

Hiring contact email

anurag.dang@irissoftware.com

Keywords

Business Analyst
Business Systems Analyst
Wealth Management
Investment Banking
Portfolio Management
Asset Allocation
Portfolio Rebalancing
Portfolio Modeling
Market Values
Positions
Rate of Return
Projected Monthly Income
Agile
Waterfall
Hybrid Methodologies
Requirements Facilitation
Documentation
Communication

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