Business Analyst - Wealth Management

Toronto ON Canada

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

ESSENTIAL_SKILLS

• 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.
• 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).