Business Analyst

Portage Ventures GP Inc.; Toronto; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

Flexible hybrid hours

Education allowance

Wellness credit

Global mobility (2 months abroad)

Job summary

d1g1t, headquartered in Toronto, seeks a Business Analyst to join client service teams. You will support wealth management clients, configure the platform, and help drive data-driven insights. You will collaborate with portfolio managers and operations staff to ensure accurate reconciliation and delivery of client success metrics.

Ideal candidates bring 1–5 years in financial services, strong Excel, SQL, Python skills, and a passion for client satisfaction in a fast-growing fintech environment.

Qualifications

• Undergraduate degree in quantitative, business, or engineering fields.
• 1–5 years of relevant experience, preferably in financial markets or investment management.
• Experience with Excel, Google Suite, Notion, Slack, Python and SQL.

Responsibilities

• Provide client support on functional and data-related matters.
• Configure d1g1t platform and onboard users per business requirements.
• Oversee daily reconciliation process.
• Participate in software delivery, testing, documentation and training.
• Help build the best possible client experience.
• Understand current and future client requirements with the team.
• Maintain knowledge base and internal docs for client support.
• Act as a strategic partner to product teams.
• Develop reports and dashboards to monitor client success.
• Identify product requirements to drive operational efficiencies.

Skills

Excel

Google Suite

Notion

Slack

Python

SQL

Analytical thinking

Client success focus

Education

Undergraduate degree in quantitative, business, or engineering

Job description

About d1g1t

d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they’ve never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world’s banks, institutional asset managers, hedge funds and regulators. We are looking for a Business Analyst to join our client service teams. Our client service teams are multi-disciplinary teams providing implementation and support services to our clients including subject matter expertise in client business & wealth management industry, financial modelling, d1g1t functional use and operation, data analysis, system architecture, integration and information technology. Your role would focus on providing operational and administrative support for existing clients.

We want a motivated individual that is a team player and wants to learn, grow, and make an impact. This is an uncommon opportunity to join a young and fast-growing team building a product from the ground up. You will be working directly with our clients - portfolio managers and operations people at wealth management firms. They are smart and demanding and you will need to work hard to meet their expectations.

Responsibilities:

• Provide client support on most functional and data related matters
• Configure d1g1t platform and on-board users in accordance with their business requirements
• Oversee daily reconciliation process
• Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users
• Help build the best possible experience for our clients
• Work as part of the team to understand client current and future requirements
• Maintain knowledge base & internal documentation that would enable effective client support & improve client experience
• Act as a strategic partner to product teams
• Develop reports and dashboards for the team to monitor and report on client success.
• Identify product requirements that would drive operational efficiencies

Competencies:

This role is targeted as an IC2 in d1g1t’s Career Framework, with the successful incumbent having the following competencies:

• Technical Execution: Demonstrates knowledge of functional area concepts, working to develop their usage of systems and tools, able to identify and communicate problems in their functional area
• Ownership: Able to deliver small-medium tasks, working individually or with others. Takes the initiative to improve efficiency and quality of work.
• Communication: Communicates to their team what they are working on, why, how it's going and what help they need. Asks questions to understand how to execute on tasks.
• Leadership: Proactively learns from the work of others. Prioritizes their own learning to better serve their functional area.
• Emotional Intelligence: Displays empathy towards colleagues. Demonstrates social skills by building connections outside of their immediate team. Develops rapport with others.
• Business Acumen: Understands the goals of their functional area, and how they impact the company. Understands the impact of their work on their functional area and how they can contribute to achieving functional area objectives.

Skills:

• Undergraduate degree in quantitative, business, or engineering field
• 1-5 years of relevant experience, preferably in financial markets or investment management
• Experience with: Excel, Google Suite, Notion, Slack, Python, SQL.
• Proactive problem solver and self learner
• Strong analytical skills and attention to details
• Passionate about client success
• Strong interest in finance and wealth management space with the desire to learn
• Great listener and communicator

What you will learn:

• Gain an immersive understanding of the data and processes used to power a state-of-the-art portfolio analytics system
• Gain a practical understanding of wealth management, portfolio management and trading practices
• How to communicate and work directly with clients and stakeholders
• Understand how to clean and organize data for analysis, and complete analysis and calculations using spreadsheets, SQL, and Python scripts

Perks of working at d1g1t:

• Excellent opportunity to join a fast-growing Fintech startup.
• Working in a culture of collaboration and innovation where your voice is valued and given importance.
• Competitive compensation package with on-target bonus and comprehensive healthcare benefits.
• Employee and Family Assistance Program
• Fitness and Wellness Credit
• Continuing Education Allowance
• Flexible hours and purpose driven hybrid-work policy.
• Ability to work abroad for up to 2 months in a year (some conditions apply).