Job Description

Duration: 6 Months on contract, ongoing extensions thereafter.

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 Wealth 360, Croesus, 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.