Job Title: Business Systems Analyst (BSA) – Wealth Management
Location: Toronto, ON
Job Type: Onsite, Full-Time
Job Description
We are seeking an experienced Business Systems Analyst (BSA) – Wealth Management to join our team in Toronto, ON for an onsite full-time role. The ideal candidate will work closely with business stakeholders and technical teams to analyze requirements and deliver solutions that support wealth management systems and processes.
Key Responsibilities
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Gather, analyze, and document business and system requirements for wealth management applications.
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Work closely with business stakeholders, developers, and QA teams to deliver effective solutions.
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Create functional specifications, process flows, and system documentation.
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Support system integration, testing, and implementation activities.
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Participate in UAT (User Acceptance Testing) and ensure solutions meet business needs.
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Identify opportunities for process improvement and system optimization.
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Ensure compliance with financial regulations and organizational standards.
Required Skills & Qualifications
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Strong experience as a Business Systems Analyst in Wealth Management or Financial Services.
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Knowledge of wealth management platforms, investment products, and portfolio management systems.
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Experience with requirements gathering, business process analysis, and documentation.
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Familiarity with Agile/Scrum methodologies.
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Strong analytical, communication, and stakeholder management skills.
Preferred Qualifications
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Experience with wealth management systems such as Charles River, Aladdin, or similar platforms.
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Knowledge of data analysis, SQL, and reporting tools.
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Experience working in enterprise financial services environments.