Business Analyst - Private Markets

Strategio; Montreal (administrative region); On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading consulting firm is seeking a Business Analyst specializing in Private Markets in Montreal, QC. You will work collaboratively across IT and business teams to bring financial investment insights to life through data and digital transformation. The ideal candidate is bilingual and holds a degree in Finance or Computer Science, with proven experience in analysis. This role offers a hybrid work arrangement and the chance to contribute to innovative projects.

Qualifications

• Bilingual with strong communication skills in French and English.
• Experience in analysis within the financial sector.
• Proficiency in Power BI and SQL for data analysis.

Responsibilities

• Collaborate with cross-functional teams to align digital solutions.
• Translate financial requirements into user stories and specifications.
• Design and optimize BI reports to deliver insights.
• Participate in all phases of the software development lifecycle.

Skills

Bilingual (French-English)

Proven experience in business and systems analysis

Experience with BI tools

Analytical skills

Education

Bachelor's degree in Finance, Computer Science, or equivalent

Tools

Power BI

SQL

Job description

Strategio - Business Analyst - Hybrid, Montreal, QC

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, with growing exposure to private markets instruments.

As a Business Analyst specializing in Private Markets, you will be instrumental in the planning and delivery of analytical and operational platforms for a Fortune 500 client. You’ll collaborate across IT and business teams to bring financial investment insights to life through data, BI, and digital transformation. This is a role for someone who wants to lead change, influence systems, and build sustainable solutions that move the industry forward.

About you

You are a bilingual (French-English) Business Analyst who thrives at the intersection of finance and technology. You’re driven by curiosity, collaboration, and a passion for solving meaningful problems. You balance analytical rigor with business empathy, and know how to build consensus across diverse teams.

As a Strategio Investment Systems Analyst, you will:

• Collaborate with cross-functional teams to align digital business solutions with organizational goals.
• Translate financial requirements into user stories and technical specifications.
• Serve as a key support resource for operational platforms, managing incidents, maintenance, and enhancements.
• Design and optimize BI reports using Power BI to deliver business-critical insights.
• Analyze and resolve complex problems, recommending actionable solutions.
• Draft functional specifications for interfaces and contribute to solution design.
• Lead and support the full testing cycle, including regression, integration, and UAT.
• Participate in all phases of the software development lifecycle (SDLC).

Core Skills

• Bachelor's degree in Finance, Computer Science, or equivalent experience.
• Proven experience in business and systems analysis within the financial sector.
• Previous experience in private markets investment platforms or financial applications.
• Proficiency in Power BI and SQL for data analysis.
• Familiarity with XML messaging, XSLT transformations, and JSON.
• Understanding of traditional databases and infrastructure (Windows, MS SQL Server).
• Strong written and verbal communication skills in both French and English.

Nice-to-Haves

• Experience Working with Investment platforms such as SimCorp, eFront, Investran, etc.
• Familiarity with data warehouses, batch processing tools, or system architecture

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