Job Description

4 Days onsite mandatory

Key Responsibilities

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.

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).
Job Types: Full-time, Fixed term contract

Ability to commute/relocate:

Toronto, ON: reliably commute or plan to relocate before starting work (preferred)
Work Location: Hybrid remote in Toronto, ON