Sr. Ba – Portfolio Management Systems
Job Description
Job Title: Sr. BA \xe2\x80\x93 Portfolio Management Systems
Job ID: 69571
Location: Edmonton, AlbertaWhat you must have:Background/experience in Wealth ManagementExperience with one of the following Portfolio Management Systems: GWP, Harmony, Purewealth, and/or Aloha (ideally, more than one of these systems \xe2\x80\x93 we may consider experience with other portfolio management systems, but our preference is for the ones listed here)Experience with Portfolio Management System migration programs (this is more than just data migration from system A to B, but validating the functionalities in the new system and ensuring they meet the business needs).Experience conducting functional validation and facilitating end to end business validation with business stakeholders.Experience with Fees and Billing schedules and Investment PerformanceVery technical and hands on \xe2\x80\x93 someone who can go from business requirements to functional requirements to use cases to functional/technical specs;Very detailed-oriented \xe2\x80\x93 someone who really validates the information we are getting from the business, from the team and from the vendor and ask questions to ensure that no surprises come laterFor more information about TEEMA and to consider other career opportunities, please visit our website at
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Job Detail
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Job IdJD2318959
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationEdmonton, AB, Canada
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EducationNot mentioned