Business Analyst - Wealth Management

WilsonHCG

  • Canada
  • Permanent
  • Full-time
  • 1 month ago
Description and RequirementsWork Type : Hybrid - 4 Days (Mandatory)Position Type: Contract - 6 MonthsLocation: Toronto, ONCompensation Range: $53.03 - $59 (per Hour)Our client, a multinational technology company specializing in information technology services and consulting, is seeking a "Business Analyst".The position is responsible forResponsibilities:
  • Lead business and systems analysis activities for modernization initiatives within portfolio management, client advisory, and investment operations.
  • Collaborate with business stakeholders, solution architects, and development teams to gather and translate requirements for transitioning legacy wealth management systems to modern platforms.
  • Work closely with product owners and scrum teams to define epics, user stories, and acceptance criteria in Agile environments.
  • Participate in application rationalization and data migration planning for legacy-to-cloud transformations.
  • Support integration of front, middle, and back-office wealth systems, including CRM, portfolio management, risk, and compliance tools.
  • Ensure solutions align with regulatory and security standards, and meet advisor and client experience goals.
  • Act as a liaison between business users and technical teams, ensuring smooth communication and solution delivery.
Qualifications:Skills: (MUST HAVE)
  • Wealth Management
  • Finance and Accounting
Required Qualifications:
  • Bachelor's degree in Finance, Computer Science, Information Systems, or related field.
  • 5 years of experience as a Business Systems Analyst, with a strong focus on Finance and wealth advisory domains.
  • Excellent communication and Critical thinking skills.
  • Strong technical foundation (strong SQL, understanding of APIs, Data Analysis, Python skills could be a bonus).
  • Ability to read and understand code.
  • Experience with tools like JIRA, confluence and Postman.
  • Any experience with Creating/Designing Client/Account systems would be amazing but is not a pre-requisite.
  • Proven experience working on digital transformation or core system modernization initiatives.
  • Strong understanding of microservices, APIs, cloud-native architecture, and integration patterns.
  • Solid knowledge of investment products and services: equities, fixed income, mutual funds, ETFs, alternatives, etc.
DESIRABLE_SKILLS
  • Experience working with enterprise integration tools and API gateways (e.g., Mulesoft, Apigee).
  • Knowledge of cloud platforms (AWS, Azure, GCP) and modern DevOps environments.
  • Agile/Scrum certification (CSPO, SAFe) or business analysis certification (CBAP, PMI-PBA).
  • Exposure to regulatory frameworks (e.g., SEC, FINRA, MiFID II) and data privacy compliance (GDPR, CCPA).
All interested applicants who meet the qualifications listed above are invited to submit a resume by clicking "Apply Now".The indicated pay range for this position is a good-faith estimate based on the qualifications necessary for the position, including experience, training, and other considerations permitted by law. Additionally, it is emphasized that the pay band mentioned herein is the one established by the client company. Factors that may be used when making an offer may include a candidate's skills, experience and geographic location, the expected quality and quantity of work. Most candidates will start at the bottom half of the pay range, with the upper end reserved for candidates with extensive experience and skills and who live in geographic markets commanding a higher starting pay. An employee's pay history will not be a contributing factor where prohibited by local law.This information is subject to change and serves as a general guideline for compensation discussions. Actual offers may vary based on specific circumstances and company policies.

WilsonHCG