Opportunity Description
Business System Analyst – Wealth Management
Location: Toronto, ON (Hybrid – 4 days in office)
Domain: Banking / Financial Firm
About the Role
- Collaborate with wealth management stakeholders (Advisors, Portfolio Managers, Operations teams) to gather and document business requirements
- Translate business needs into functional and technical specifications
- Conduct gap analysis between existing systems and proposed solutions
- Create user stories, BRDs, FRDs, and process flow diagrams
- Analyze system integrations and data flows between wealth platforms
- Support data mapping, transformation, and validation
- Ensure data accuracy in client portfolios and reporting
Must-Have
- Good WM knowledge, familiar with WM data and Trading life cycle
- Experience working with data domains and mappings
- Ability to write SQL queries for data analysis
- Familiarity with P...
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