Bilingual Business Analyst - Implementations/ Transformations, Asset Management

An Initial AI Screening will be conducted for this role

Contract Duration: 6 months

Typical Day in Role:

• Provide senior-level business analysis services for strategic transformation initiatives within Asset Management.
• Support Private Assets platform, operating model, process, data, reporting, and workflow initiatives.
• Support Transfer Agency modernization activities, including shareholder servicing, transactions, fund distributions, reporting, and operational process transformation.
• Develop and refine delivery-ready epics, features, user stories, acceptance criteria, process maps, and requirements documentation.
• Contribute to Agile delivery execution by supporting backlog refinement, sprint planning, story walkthroughs, and delivery readiness activities.
• Work with internal teams and vendors to clarify requirements, validate proposed solutions, resolve analysis gaps, and support implementation planning.
• Operate as a hands-on contractor resource supporting active project delivery and analysis execution.
• Work independently while coordinating closely with Product Owners, delivery leads, business SMEs, technology teams, and vendors.
• Produce clear, concise, and complete documentation that can be reviewed, approved, and used by delivery teams.
• Participate in project ceremonies, workshops, stakeholder reviews, vendor sessions, and implementation planning activities as required.
• Maintain confidentiality and follow applicable enterprise standards, policies, and governance expectations.

• Business Analysis & Requirements Delivery
• Lead requirements elicitation and analysis sessions with business, operations, product, technology, and vendor stakeholders.
• Document current-state and future-state processes, business rules, data requirements, user journeys, functional requirements, and non-functional requirements.
• Translate complex business needs into clear, structured, and delivery-ready documentation.
• Maintain requirements traceability from business objectives through implemented solution capabilities.

• Agile Delivery Support
• Create, refine, and maintain epics, features, user stories, and acceptance criteria at scale.
• Ensure backlog items are aligned to business value and meet Definition of Ready / Definition of Done expectations.
• Partner with Product Owners and delivery teams to support prioritization, sprint planning, backlog refinement, and story walkthroughs.
• Clarify requirements during development and testing to reduce ambiguity and support delivery momentum.

• Transfer Agency Transformation Support
• Support analysis activities related to Transfer Agency modernization, including account servicing, transactions, settlements, distributions, interfaces, reporting, and operational controls.
• Assist with vendor solution validation, requirements walkthroughs, gap analysis, and implementation support.
• Identify operational impacts, dependencies, risks, and process changes arising from transformation activities.

• Private Assets Transformation Support
• Support initiatives involving Private Equity, Private Credit, and other private asset capabilities.
• Analyze business processes, data requirements, reporting needs, operational controls, and platform-related impacts.
• Partner with stakeholders to define capabilities required to support private market products, workflows, and future-state operating models.

• Stakeholder, Vendor & Delivery Governance
• Facilitate alignment across stakeholders with varying priorities and delivery expectations.
• Support vendor interactions by preparing requirements, documenting decisions, validating design assumptions, and tracking follow-ups.
• Identify and escalate risks, issues, dependencies, and decisions requiring resolution.
• Contribute to project status reporting, delivery governance, implementation readiness, and transition planning.

• Expected Deliverables
• Requirements documentation, including business, functional, and non-functional requirements.
• Epics, features, user stories, acceptance criteria, and backlog refinement materials.
• Current-state and future-state process flows, workflows, and operating model documentation.
• Data mapping, data lineage, interface, reporting, and control-related analysis artifacts as required.
• Workshop materials, meeting notes, decision logs, RAID inputs, and stakeholder review materials.
• Vendor requirements clarification notes, solution validation feedback, and gap analysis outputs.
• Testing support documentation, implementation readiness inputs, and transition-to-support artifacts.

Must Have Skills:

• 1. 10+ years of progressive business analysis experience supporting complex financial services or asset management initiatives.
• 2. Demonstrated experience delivering transformation or technology implementation programs in Agile environments.
• 3. 5+ years of experience writing epics, features, user stories, acceptance criteria, and detailed requirements documentation.
• 4. 5+ years of experience working with business, operations, technology, product, and vendor stakeholders.
• 5. Strong process analysis, workflow documentation, requirements traceability, and stakeholder facilitation skills.
• 6. Must be bilingual in Spanish

Nice-To-Have Skills:

• Experience with Transfer Agency, fund administration, shareholder servicing, or asset management operations.
• Experience with Private Assets, private market operating models, investment operations, or related platform initiatives.
• Experience supporting vendor-led implementations, solution validation, and integration activities.
• CBAP, PMI-PBA, CSPO, PSPO, CSM, PSM, or equivalent credentials are considered assets.

Soft Skills Required:

• Ability to operate independently, manage ambiguity, and produce high-quality deliverables with limited supervision
• Strong communication skills

Education: University degree in business, or other related fields is required.

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $70/hr -$89/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.