Closed listing
Sr Data Analyst: Investment Management
- Toronto, ON, Canada
- Greater Toronto Area, Canada, Canada
Contract
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Contract
- Closing date
- Experience
- 10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects.
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Duration:
12 month contract
Must have:
Our client…
A complex life insurance organization.
Responsibilities:
12 month contract
Must have:
- 10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects.
- Knowledge of Portfolio Management and Performance Measurement is a definite advantage
- Knowledge of systems used by Investment Advisors for Client Account Management, Relationship Management, Financial Planning and Portfolio Management (such as Alladin, Charles River and Broadridge) is a definite advantage
- Solid problem solving and analytical skills. Ability to multi-task in a multi-faceted role within a high paced environment.
- Strong relationship management, communication, negotiation, and interpersonal skills.
- Solid understanding of requirements elicitation, analysis, documentation and management.
- Experience in large-scale implementations of third-party solutions.
- Hands-on experience in business process modelling using UML, BPMN or similar techniques.
- Hands-on experience in identifying, documenting, and communicating data requirements.
- Knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile).
- Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage.
- Working knowledge of SQL is a strong asset.
- Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset.10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects.
- Solid understanding of requirements elicitation, analysis, documentation and management.
- Ability to apply techniques associated with data and process modeling.
- Advanced knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile).
- Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage
- Experience in defining business rules and using UML for visual modeling is a strong advantage
- Hands-on experience with use cases and user stories is an asset
- Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset.
- Working knowledge of SQL is an asset.
- University degree/college diploma
- Canadian Securities Course or related certification is an asset.
Our client…
A complex life insurance organization.
Responsibilities:
- Acts as the primary contact/relationship manager for a portfolio of business partners in the development and implementation of strategic directions, new business opportunities, product initiatives, and service developments.
- Consults with the business to understand its goals and objectives for a specific initiative or project and advises the business on the functionality, applicability, and usability of alternative technology.
- Responsible for owning the solution to satisfy the business need.
- Elicits, analysis, documents and manages business and solution requirements.
- Acts as a primary requirements management contact on projects.
- Recommends process improvements.
- Builds relationships and works collaboratively with stakeholders to identify solutions and resolve variance from product/application specifications.
- Reviews testing documentation and participates in triaging defects to ensure business needs and solution requirements are met.
More about this job
Responsibilities
Acts as the primary relationship manager for business partners to develop and implement strategic initiatives and new business opportunities. Owns the solution delivery process by eliciting, analyzing, and documenting business requirements while ensuring alignment with project goals.
Requirements
Requires over 10 years of progressive business analysis experience in large-scale enterprise projects, preferably within the wealth management domain. Candidates must possess strong analytical skills and proficiency in project management methodologies, requirements documentation, and data modeling techniques.
Skills
- Business Analysis
- Investment Management
- Portfolio Management
- Performance Measurement
- Requirements Elicitation
- UML
- BPMN
- SQL
- Wealth Management
- Project Management Lifecycle
- Agile
- Waterfall
- Data Requirements
- Business Process Modelling
- Relationship Management
- Strategic Planning
Visa sponsorship
Not detected in the job text
Categories
- Data & Analytics
- Finance & Accounting
- Technology
- Consulting
- Management & Leadership
Keywords
- Business Analysis
- Investment Management
- Portfolio Management
- Wealth Management
- Alladin
- Charles River
- Broadridge
- UML
- BPMN
- SQL
- PMLC
- Waterfall
- Agile
- Requirements Elicitation
- Business Process Modelling
- Data Requirements
- Canadian Securities Course
- Feasibility Studies
- Business Cases
- Cost/Benefit Analysis
- Project Sizing
- Relationship Management
- Strategic Direction
- Product Initiatives
- Service Development
- Life Insurance
- Enterprise Projects
- Business Consulting
- Performance Measurement