Business Analyst
2 months ago
**Who we are**
Univeris has been successfully building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world. To date, more than 25,000 financial advisors and 1.5 million investors in 12 countries have converted to our money-managed platform—with over $450B in Assets Under Administration. Why? Because we have the technology to streamline portfolio management, drive efficiencies and improve productivity.
At Univeris, we value talent and ideas. This means our employees have the freedom to do things they know would be great and meaningful for our clients and for the company. We’re looking for people who are creative, get excited by new opportunities to learn and grow and feel at home by an organization that supports them. Ready to start your career?
**The Opportunity**
Univeris is in the midst of an exciting transformation of our industry-leading enterprise wealth management portfolio, focusing on product growth and market expansion. To help achieve our objectives, Univeris is looking for an experienced Business Analyst to research and analyze industry and client data analysis to help define new products and capabilities to bring to market.
**The Role**
The Business Analyst supports Product Management and works closely with cross-functional product development teams to fulfill the following responsibilities:
- Analyzing market and client data, trends, and behaviours in the wealth management industry in support of product development initiatives
- Conducting multi-channel research and analysis to establish requirements for new products and capabilities and demonstrate the business value of the proposed work
- Sharing research findings, market information and business insights with the product teams to give context to the requirements to help ensure that the team is solving the correct problems
- Reviewing existing product capabilities to identify gaps and technical debt
- Preparing, refining and validating user stories and relevant acceptance criteria in collaboration with agile product development teams, Product Management and other stakeholders
- Defining and monitoring product performance metrics and sharing trends and insights with product teams and leadership
- Continuously developing and documenting relevant industry and product domain and expertise and sharing that knowledge with the product team
- Aid in prioritization of the team's work backlogs in collaboration with the team and product management
**Your Formal Qualifications**
- 4-7 years of industry experience as a Product or Business Analyst, preferably working with an Independent Software Vendor (ISV) selling B2B software products
- Bachelor’s or Master’s degree in a technology or business-related field
- Understanding of Agile software development principles and using Scrum for software development
**Your Proven Qualities**
- Collaboration - proven ability to work in a high-performance team and deliver in a fast-paced and dynamic environment
- Communication - able to clearly and concisely communicate in verbal and written form to both internal and customer stakeholders, with emphasis on understanding the customer's perspective
- Organization - being very consistent and structured in managing information, documentation, Agile boards and other artifacts produced
- Critical thinking - demonstrates advanced problem-solving abilities
- Time management - ability to manage multiple tasks effectively and operate successfully in a matrix environment
- Technical competency - familiarity with software development and analytical tools and processes, such as Google Analytics, GIT, SQL, Jira, Confluence, Microsoft Office or Google G-Suite
**Extras You Might Offer As Tiebreakers**
- Working knowledge of regulatory agencies and frameworks, ideally in the Wealth Management, Investments or Finance domains, such as the CSA, MFDA, IIROC and CRA
- Experience working in the Wealth Management industry
- Experience trading stocks or making personal investment decisions
- Understanding of software development processes and techniques, such as J2EE, SQL, Spring, API
**The Work Environment**
Our mid-sized office environment is in a great location downtown - we are right by St. Lawrence Market, close to the Distillery District, and 10 minutes away from the Financial District
Work may be in-office, remote, or hybrid, collaborating with other team members in-personal and digitally during regular business hours.
We offer a flexible schedule, however, some work outside of normal business hours may be required on occasion due to time-constrained activities or collaborating with remote teams
**Our Culture**
Our culture is what makes Univeris a fantastic place to work We have an inclusive work environment that is collaborative, dyn
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