BSA Wealth Management

Iris Software Inc.; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

Iris Software Inc. seeks a BSA Wealth Management professional to work with a top Canadian bank client. The role is remote with hybrid options, focusing on wealth management data and process improvement across portfolios, client reporting, and investments.

Responsibilities include gathering requirements, writing user stories, and validating business rules using SQL and data analysis. Collaboration with business, tech, and QA teams is essential, with exposure to AI/LLM-driven analysis.

Qualifications

• Wealth Management business analysis experience across Portfolio Management, Client Reporting, Surveillance/Compliance, Advisor Platforms, and Investment Operations.
• Strong in requirements gathering, user stories, acceptance criteria, process mapping, and traceability.
• Hands-on experience with Jira, Azure DevOps, and Confluence in Agile environments.
• Proficient in SQL and data analysis for validation and business rule verification.
• Experience conducting stakeholder workshops and collaborating with business, technology, and QA teams.
• Knowledge of AI/LLM-assisted analysis and AI-DLC principles.
• Excellent communication, documentation, problem-solving, and stakeholder management skills.

Skills

Wealth management

Portfolio management

Client reporting

Surveillance compliance

Advisor platforms

Investment operations

Requirements gathering

User stories

Process mapping

Traceability

Stakeholder workshops

QA collaboration

AI/LLM analysis

AI-DLC principles

Communication skills

Documentation

SQL

Data analysis

Tools

Jira

Azure DevOps

Confluence

Job description

Iris's direct client, one of the Top 5 Bank in Canada, is looking to hire a BSA Wealth Management for a long term opportunity at Remote.

Our Client is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 17 million clients and has more than 89,000 employees worldwide. Bank is serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services

Position: BSA Wealth Management

Location: Toronto, ON (Hybrid)

Duration: 12+ Months

Domain: Banking

Requirement

• Wealth Management business analysis experience across Portfolio Management, Client Reporting, Surveillance/Compliance, Advisor Platforms, and Investment Operations.
• Strong in requirements gathering, user stories, acceptance criteria, process mapping, and traceability.
• Hands-on experience with Jira, Azure DevOps, and Confluence in Agile environments.
• Proficient in SQL and data analysis for validation and business rule verification.
• Experience conducting stakeholder workshops and collaborating with business, technology, and QA teams.
• Knowledge of AI/LLM-assisted analysis and AI-DLC principles.
• Excellent communication, documentation, problem-solving, and stakeholder management skills.