Business Analyst Wealth Management

IT - Application & Software Development
Toronto, ON
Oct 06, 2022

Our client is a dynamic, Toronto-based IT consulting boutique which strives for excellence in customer service and delivery in financial services and fintech industry. They focus on technology advisory, cloud computing, integration solutions, and enterprise data solutions and analytics. With a team of highly knowledgeable business and technical experts, they provide strategic, mission critical solutions to their clients.

The team has many years of business technology consulting experience and has delivered many successful projects in the financial and fintech industry. Their proven process and methodology together ensure quality service in a results-oriented environment. 

Our client is looking for a Wealth Management/Commercial Banking B/A who will work closely with their project teams to successfully deliver business and data analysis in operations or system integration projects in the Greater Toronto Area.


  • Define scope and requirements for technology projects and information systems.

  • Gather functional, non-functional, and data requirements from various stakeholders and document them accurately and logically.

  • As a product owner, develop project vision for development team, manage product backlog, prioritize product needs, manage product roadmap, oversee development, and support agile development teams. Lead product functional design based on business and user knowledge. Translate product roadmap features into user stories and acceptance test criteria. 

  • Develop specifications for business processes, processing workflows or data flows.

  • Verify the target solution and support the technology to ensure that the target system will meet the requirements.

  • Test the solution to validate the project requirements and objectives.

  • Develop effort estimation for requirements elicitation activities.

  • Facilitate meeting/interviews and communicate requirements to sponsors, stakeholders and project team members.

  • Investigate and assist in resolving data issues in risk systems. 

  • Help and support other team members.


  • Minimum Bachelor's degree in Finance, Economics, Business Administration, or Mathematics.

  • Certified Scrum Product Owner (CSPO) with experience as a product owner. 

  • At least 5 years experiences of business and systems analysis in the Wealth/Commercial Banking areas.

  • At least 5 years in requirement management and planning, elicitation, facilitation and documentation.

  • Experience managing and delivering complex projects.

  • Strong communication skills with direct communication with senior business and technology executives

  • Proven track record of high customer satisfaction.

  • Ability to motivate and mentor team members.

  • Experiences working with SAP FI

  • Understanding and working knowledge of the financial asset classes (e.g. equities, fixed income, FX, commodity, and rates) and derivative products.

  • Understanding of data elements (prices, yield curves, etc) and risk measurements used in reporting for financial risk management (e.g. Market Risk or Credit Risk)

  • Knowledge of relational data model and data manipulations using SQL.

  • Thorough understanding of both waterfall and agile methodologies and approaches.

  • Strong Microsoft Excel skills.

  • Excellent in technical and business writing.

  • Logical and analytical mindset.

  • Strong Communication skills.

  • Strong team player.

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