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
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
Categories
- Finance & Accounting
- Data & Analytics
- Consulting
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