Business Analyst

Portfolio Aid Inc.; Toronto; On-site; CAD 65,000 - 130,000; Full time

Job summary

A leading financial services firm seeks a detail-oriented Business Analyst to support RegTech and WealthTech projects. The ideal candidate will have over two years of relevant experience, particularly in the financial sector. Responsibilities include documenting requirements and liaising between stakeholders to ensure project success.

Qualifications

• 2+ years of experience as a Business Analyst, preferably in financial services.
• Strong understanding of the Canadian financial regulatory environment.
• Proven experience on medium- to large-scale software implementation projects.

Responsibilities

• Document detailed business requirements based on project workflows.
• Work with stakeholders to synthesize information quickly.
• Provide recommendations in client interactions.

Skills

Analytical skills

Problem-solving

Communication

Attention to detail

Presentation skills

Education

Bachelor’s degree

Tools

Brokerage platforms

Job description

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Category: Permanent, Full Time, Monday-Friday, Regular Hours

Terms of Employment

Category: Permanent, Full Time, Monday-Friday, Regular Hours

Location: Toronto Centre, Ontario

Overview

PortfolioAid is looking for skilled Business Analyst to assist with supporting medium to large-sized projects deploying PortfolioAid’s suite of RegTech and WealthTech software solutions. Servicing Canada’s leading wealth management firms, PortfolioAid is looking for industry professionals that want to help PortfolioAid achieve its goal of protecting the financial freedom of every Canadian investor.

This role is ideal for someone who is detail-oriented, thrives in a dynamic environment, and has a strong analytical background.

Principal duties of the job

§Ability to understand business questions and issues, think strategically, synthesize information quickly

§Work with internal and external stakeholders to document detailed business requirements based on workflows required throughout the project lifecycles

§Be a professional face of the company in all client interactions, providing recommendations that fit within the framework of PortfolioAid’s solutions

§Work with PortfolioAid’s development, Business Analyst and QA teams to ensure product design addresses business requirements based on system capabilities

§Use analytical skills to breakdown requirements

Essential Qualifications

§2+ years of experience as a Business Analyst, preferably in financial services, wealth management, or a technology-driven organization.

§Strong understanding of the Canadian financial regulatory environment and wealth management operations.

§Proven experience working on medium- to large-scale software implementation projects.

§Exceptional analytical, problem-solving, and communication skills.

§Proven presentation skills for internal and external audiences

§Attention to detail and ability to manage multiple priorities

§Ability to work both independently and in a team environment

Preferred Qualifications

§Experience with regulatory compliance in wealth management sector

§Knowledge with PortfolioAid’s suite of products

§Working knowledge of brokerage platforms (e.g. Dataphile, BPS, ISM, Univeris, RPM)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  Software Development

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