Business Analyst
2 days ago
Role:
Senior Business Analyst – Wealth / Portfolio Management
Location:
Toronto (Hybrid)
Job Description:
We are hiring a Senior Business Analyst with experience in Wealth / Investment / Asset Management environments. In this role, you will partner with Advisors, Portfolio Management teams, Operations, and Technology to enhance core wealth platforms and improve front-office workflows.
What You'll Work On:
- Enhancing platforms used by Advisors and Portfolio Managers
- Supporting workflows across portfolio construction, trading, reporting, accounts
- Gathering requirements, documenting user stories, and coordinating enhancements
- Improving operational processes and advisor productivity
What We're Looking For:
- Experience as a Business Analyst within Wealth Management (required)
- Exposure to Portfolio or Advisory workflows
- Strong communication skills and stakeholder-facing experience
- Ability to translate business needs into clear system requirements
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