Business Analyst - Data Migration

IT - Project Management
Toronto, ON
Apr 13, 2021

The Business Analyst's primary responsibility is producing requirements and providing support for data migrations from multiple source systems to a target third party Portfolio Management system.


  • Works with business and IT stakeholders to identify, document and communicate the data migration requirements to a Portfolio Management system vendor.
  • Analyzes multiple systems to understand data usage and implications of data migration. 
  • Works with the vendor on designing, planning, and managing the data migration process. 
  • Performs source systems data analysis in order to understand the data format and structure.
  • Understands target system data format and usage and implications of migrated data from an application usage and business perspective. 
  • Prepares source to target data mapping including the transformation logic/rules. ·
  • Works with business stakeholders and the vendor to define a detailed process for reconciliation and exception handling. 
  • Identifies necessary data clean-up activities. 
  • Supports data migration mocks by performing validation of data migration performance, process, and reconciliation. 
  • Analyzes data migration results, participates in triaging issues, and proposes solutions. 
  • Fosters a positive work environment that promotes customer service, quality, innovation, and teamwork.


  • University/college degree and 10+ years of business analysis experience, supporting large/enterprise-wide projects.
  • Solid understanding of identifying, documenting, and communicating data migration requirements.
  • Hands-on experience in large scale data migration initiatives.
  • Strong working knowledge of SQL.
  • Experience with Portfolio Management system conversions is a definite advantage. 
  • Knowledge of systems used by Investment Advisors for Client Account Management, Financial Planning and Portfolio Management is a definite advantage.
  • Wealth Management Front Office and Back Office Full-Service Brokerage systems experience is a definite advantage.
  • Experience with Broadridge's Dataphile is a definite advantage

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