Business Analyst with Wealth Management

Role: Business Analyst with Wealth Management experience

Location: 155 Wellington St W, Toronto, ON M5V 3H6, Canada

Hybrid: (3 to 4 days office)

• Lead functional analysis activities for Portfolio Management modernization initiatives.
• Define future-state business capabilities and functional architecture.
• Create:
• Functional Specifications
• Business Requirements Documents (BRDs)
• Functional Requirements Documents (FRDs)
• User Stories
• Use Cases
• Process Workflows
• Acceptance Criteria
• Translate legacy ClientLink and Portfolio Management functionality into modern, modular, API-driven architectures.
• Define:
• Business Rules
• Process Flows
• Data Flows
• System Interactions
• Integration Patterns
• Conduct gap analysis between:
• Current State Architecture
• Future State Architecture
• Participate in domain-driven design and business capability modeling workshops.
• Portfolio Management Domain Analysis
• Lead analysis and design across key portfolio management functions including:
• Portfolio Position Management
• Transaction Processing
• Portfolio Valuation
• Performance Measurement and Attribution
• Portfolio Accounting
• Portfolio Rebalancing
• Asset Allocation
• Model Portfolio Management
• Portfolio Analytics
• Investment Reporting
• Advisor Workflows
• Client Reporting
• Corporate Actions
• Security Master & Instrument Management
• Deep understanding of portfolio management functions such as asset allocation, portfolio position keeping, portfolio valuation, performance measurement, order management, and portfolio analysis is highly desirable.
• Data Analysis & Reconciliation
• Perform complex SQL-based data investigations.
• Analyze and reconcile:
• Transactions
• Holdings
• Positions
• Cash Balances
• Market Values
• Performance Results
• Validate business calculations and financial outputs.
• Trace data end-to-end across multiple systems.
• Support data migration and modernization efforts.
• Identify data quality issues and define remediation strategies.
• Required Qualifications
• Experience
• 10+ years of Business Systems Analysis experience.
• 5+ years supporting Portfolio Management, Wealth Management, or Investment Management platforms.
• Proven experience on large-scale modernization or transformation programs.
• Strong experience working with legacy-to-modern platform migrations.

• Technical Skills
• Advanced SQL and data analysis expertise.
• Strong understanding of:
• Data Models
• Data Mapping
• Data Reconciliation
• System Integration
• APIs
• Batch Processing
• Event-Driven Architectures
• Experience creating detailed functional and technical specifications.
• Familiarity with cloud-native and microservices architectures.
• Industry experience in Wealth Management and Asset Management domains, including portfolio management, performance measurement, reporting, and investment operations, is highly relevant for this role

• Preferred Qualifications
• Experience with ClientLink or similar Portfolio Management platforms.
• Experience with Charles River, Avaloq, Temenos TAP/T24, Aladdin, Eagle, SimCorp, or equivalent wealth platforms.
• Knowledge of:
• Kafka
• Event Streaming
• Microservices
• API Gateways
• Experience supporting cloud modernization initiatives.
• CFA, CIM, CSC, or equivalent investment industry certification is a plus