Business Systems Analyst
3 weeks ago
Job Title: Business Systems Analyst
Job Summary: We are seeking a highly skilled Business Systems Analyst to join our team at Wellington-Altus Private Wealth. As a Business Systems Analyst, you will play a key role in analyzing, validating, and defining business/system requirements, technology processes, and operational processes to meet the business needs and goals.
Key Responsibilities:
- Analyze data and trends to prepare reports to provide management insights for decision-making to different stakeholders.
- Understand and communicate stakeholder requirements and distribute relevant information, documentation, and artifacts to project stakeholders.
- Owning the preparation, completion, and compliance of business requirements based on business needs.
- Analyze existing systems and processes to identify areas for improvement and opportunities for automation or efficiency gains.
- Communicate complex data insights effectively to both technical and non-technical stakeholders through written reports and verbal presentations.
- Utilize Excel for advanced data manipulation and modeling to provide insights for improvement.
Requirements:
- Bachelor's degree in finance, accounting, business, information technology, or a related field.
- 5+ years of experience as a business and or data analyst, 2+ years preferably within the Wealth Management industry.
- Knowledge and experience in the custodial/broker advisor business.
- Foundational understanding of the wealth management sector, including security types, trading practices, and financial instruments.
- Strong business analysis skills, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
- Strong presentation, facilitation, analysis, and problem-solving skills.
- Knowledge of accounting principles including debit and credit entries, and journaling is an asset.
- CSC, IFIC, or PMP designations are assets for this role.
- International Institute of Business Analysis (IIBA) certification would be an asset.
- Proficiency with the MS Office suite, including Word, PowerPoint, Teams, and Outlook. Advanced level acumen on Excel.
- Knowledge and experience with various financial modeling, financial data sources, CRM's, databases.
- Knowledge of trading systems such as Envestnet, Croesus, and Morningstar, etc. is an asset.
- Knowledge in Power BI and Python, SQL programming and report creation is an asset.
About Wellington-Altus: Wellington-Altus Private Wealth is a leading investment dealer in Canada, with over $30 billion in assets under administration. We are committed to delivering exceptional advisor service and strive to be one of Canada's Best Managed Companies.
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