Business Analyst Wealth Management-1

1 week ago

Toronto, Canada Realign LLC Full time

Job Type: Contract

Job Category: IT

**Job Title**: Business Analyst - Wealth Management**
**Location**:**Toronto, ON (Onsite, 5 Days/Week)**
**Type**: Contract (6-12 Months, Extension Possible)**

**Key Responsibilities**:
Work with business stakeholders, advisors, product owners, and technology teams to gather, analyze, and document detailed business and functional requirements.

Translate business needs into clear specifications, process flows, user stories, and acceptance criteria.

Support Wealth Management initiatives across investment products, client onboarding, compliance, portfolio reporting, and advisor platforms.

Conduct gap analysis, data mapping, workflow analysis, and system impact assessments.

Partner with QA and development teams during design, build, testing, and release phases.

Create documentation including BRD, FRD, Use Cases, Data Dictionaries, and Process Maps.

Facilitate workshops, requirement walkthroughs, and stakeholder approvals.

Support UAT planning, test case validation, and production rollout readiness.

**Must Have Skills**:
Bachelor’s degree in Finance, Business, Computer Science, or related discipline.

Certifications such as **CBAP, CFA (Level 1), or CSPO** are a plus.

** 8+ years of Business Analyst experience**

** Must have experience** in **Banking domain Services (wealth Management - must)**.

** Solid Wealth Management / Investment / Portfolio Management domain knowledge** (e.g., Mutual Funds, ETFs, Managed Accounts, Advisory Platforms, Portfolio Performance).

Strong experience with **Agile** methodology (writing user stories, backlog grooming, sprint ceremonies).

Hands-on experience with **process modeling, data analysis,** and translating business concepts into technical requirements.

Experience working with **CRM / Client Lifecycle / KYC / Regulatory Compliance** workflows.

Excellent communication, documentation, and stakeholder management skills.

**Nice to Have**:
Experience with **Portfolio Accounting / Performance Measurement / OMS/PMS systems**.

Exposure to **SQL** for basic data query and validation.

Experience in Canadian Banking ecosystem.

**Required Skills**:
DATA ANALYST

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