Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.
Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.
Position:
We are looking for an experienced and motivated Business Analyst to join our Products team. You will play a key role in understanding user needs, defining requirements and designing solutions. You will work closely with Product Owners (PO) and development teams to deliver user-friendly, robust and secure portfolio management solutions.
- Conduct detailed analyses of user needs, especially for complex functionalities or those requiring market expertise;
- Identify real needs by asking questions to understand the problem or opportunity, what we want to achieve and why;
- Work closely with the Product Managers (PMs) of agile development teams to translate user requirements into clear, concise and testable user stories, including acceptance criteria;
- Actively participate in refinement sessions, clarifying user stories and answering questions;
- Work in collaboration with the development and testing teams to ensure that the solution developed delivers added value to customers;
- Ensure the quality of the solution by being involved in test cycles;
- In collaboration with the Product Leader and Product Managers (PMs), ensure that everyone shares a common understanding of needs and objectives;
- Assess the feasibility of proposed solutions and their impact on existing operations.
- Ensure that proposed solutions are in line with the product vision;
- Produce clear and concise documentation of user requirements, user stories and decisions taken, to facilitate understanding and traceability;
- Provide market expertise when analyzing needs and defining solutions, in particular for aspects related to portfolio management;
- Carry out market studies and analyses of the competition and the portfolio management field;
- Contribute to the definition of product strategy.
Requirements:
Bilingualism required: French and English
Education & Experience
- University degree in finance, computer science or related field;
- At least 5 years' experience in business analysis, ideally in an Agile environment;
- Knowledge of database environments (SQL) is an asset;
- Experience in portfolio management.
Skills
- Solid understanding of the financial sector;
- Excellent written and oral communication skills, in French and English;
- Aptitudes for business modeling and modeling of adapted and optimized technological solutions;
- Ability to analyze and solve complex problems;
- Strong organizational and time management skills;
- Ability to work independently and as part of a team;
- Mastery of Agile collaboration tools (Jira, Confluence, etc.);
- Understanding of Agile principles and practices.
Other information:
Why join Croesus ?
- À la carte vacations
- Annual salary + Corporate profit-sharing plan
- Hybrid work
- Sports program
- Gym available at our Laval head office
- Telemedicine + group insurance (super useful for the family )
- Group RRSP
- Proximity to Montmorency metro
- Ongoing training and development plan
- Referral bonus
- Indoor and outdoor parking & electric car recharging
- Access to bike sharing
- Croesus boutique
- Beautifully renovated and spacious office
- Complimentary breakfast every morning
- Weekly Happy hours, prepared by our Croesus Life Partner
Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.
Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.