Business Analyst

Strategio Inc.; Montreal (administrative region); Hybrid; CAD 75,000 - 110,000; Full time

Job summary

Strategio Inc. is seeking a seasoned Business Analyst in Montreal, hybrid work arrangement. You will bridge investment business units with IT, translating needs into backlog items and technical specs for enterprise data platforms in the financial services sector.

You should have 7+ years of analysis experience in buy-side or custody environments, hands-on SQL, and fluency in French and English. Prior SimCorp exposure is mandatory, with lifecycle testing and release management responsibilities.

Qualifications

• 7+ years of functional/business analysis in investment/financial application environments (buy-side or custody).
• Mandatory experience with SimCorp or a comparable investment platform (e.g., SimCorp Dimension, BlackRock Aladdin, Charles River, Bloomberg AIM, SS&C).
• Hands-on SQL proficiency for data analysis, mining, and self-directed database investigation.
• Fully bilingual in French and English (oral and written).
• Complete test lifecycle ownership (regression, SIT, UAT).

Responsibilities

• Liaise between investment business units and IT teams to translate requirements into actionable specifications and backlog items.
• Analyze, maintain, and support operational and analytical enterprise data management platforms.
• Lead problem analysis and propose scalable solutions by investigating data issues via hands-on SQL queries.
• Author functional interface specifications and define technical requirements.
• Own and participate in all stages of the test lifecycle (SIT, UAT, regression).
• Contribute to release management, incident management, and continuous improvement contexts.

Skills

Functional/business analysis

Bilingual French/English

Education

Bachelor's Degree in Finance or CS

Tools

SimCorp

SQL

SQL Server

Job description

Business Analyst

Location : Montreal, QC - Hybrid

The Opportunity

Strategio is expanding its Enterprise Financial Services Practice and supporting a major transformation initiative for one of Canada’s largest investment management firms. This organization oversees hundreds of billions in AUM.

You will support the planning, implementation, and optimization of business-critical platforms on an enterprise data management platform in the financial services sector. This high-impact role sits at the intersection of data, business logic, and user needs between investment business units (operations, accounting, risk, performance) and IT. You'll act as a translator between business stakeholders and IT teams, writing functional interface specifications, translating business needs into backlog items and technical specs, and contributing to release management and continuous improvement initiatives.

About You:

You are a proactive, bilingual (French/English) problem-solver with at least 7+ years of deep experience in functional and business analysis within buy-side or custody investment/financial application environments. You're motivated by complex challenges, naturally inquisitive, and confident working across technical, functional, and financial domains.

You possess hands-on SQL proficiency to open databases and investigate data issues directly, communicate with clarity, and own the full test lifecycle (regression, SIT, UAT).

As a Strategio Business Analyst you will:

• Liaise between investment business units (operations, accounting, risk, performance) and IT teams to translate requirements into actionable specifications and backlog items.
• Analyze, maintain, and support operational and analytical enterprise data management platforms.
• Lead problem analysis and propose effective, scalable solutions by investigating data issues directly via hands-on SQL queries.
• Author functional interface specifications and define technical requirements.
• Own and participate in all stages of the test lifecycle, including System Integration Testing (SIT), User Acceptance Testing (UAT), and regression testing.
• Contribute to release management, incident management, and continuous improvement contexts.

Core Skills

• 7+ years functional/business analysis in investment/financial application environments (buy-side or custody only).
• Mandatory experience with SimCorp or a comparable investment platform (e.g., SimCorp Dimension, BlackRock Aladdin, Charles River, Bloomberg AIM, SS&C).
• Hands-on SQL proficiency for deep data analysis, mining, and self-directed database investigation.
• Fully bilingual in French and English (oral and written).
• Complete test lifecycle ownership (regression, SIT, UAT).

Nice-to-Haves:

• MarkitEDM (Markit EDM, IHS Markit EDM, Cadis, S&P Global EDM).
• Enterprise data management platforms (GoldenSource, Eagle PACE, Semarchy XDM).
• XML/XSLT/JSON messaging formats.
• Microsoft SQL Server and Windows environments.
• Cloud data platforms (Snowflake, Azure, Visual Studio).
• Market data vendors (Bloomberg, Rimes, Six Telekurs, ICE).
• Bachelor's Degree in Finance, Computer Science, or equivalent experience.
• Financial certifications such as CFA or FRM.

Your job search ends here.

At Strategio, we are committed to creating a diverse and inclusive work environment where everyone feels valued and respected. We work hard to create a culture of kindness, honesty, and respect, and we are dedicated to creating higher-performing organizations by addressing the lack of diversity in the workforce. Individuals seeking employment are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

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