Business Analyst with Wealth Management experience

TechDoQuest; Toronto; On-site; CAD 110,000 - 150,000; Full time

Job summary

TechDoQuest in Canada is seeking a senior Business Systems Analyst to join our Wealth Management platform modernization effort. The candidate will bring 10+ years of business systems analysis experience and 5+ years supporting portfolio, wealth, or investment platforms, with a track record in large-scale modernization and legacy-to-modern migrations.

Expect strong SQL/data analysis skills, data mapping, system integration, APIs, and batch processing, plus experience writing detailed functional

Qualifications

• 10+ years of Business Systems Analysis experience.
• 5+ years supporting Portfolio Management, Wealth Management, or Investment Management platforms.
• Proven experience on large-scale modernization or transformation programs.
• Strong experience working with legacy-to-modern platform migrations.
• Advanced SQL and data analysis expertise.
• Strong understanding of Data Mapping
• System Integration
• APIs
• Batch Processing
• Experience creating detailed functional and technical specifications.
• Familiarity with cloud-native and microservices architectures.
• Industry experience in Wealth Management and Asset Management domains, including portfolio management, performance measurement, reporting, and investment operations, is highly relevant for this role

Skills

Business Systems Analysis

Portfolio Management / Wealth/Asset Mg

Legacy-to-modern migrations

SQL and data analysis

Data mapping

System integration

APIs

Batch processing

Functional specifications

Technical specifications

Cloud-native / microservices

Wealth/Asset Management domain knowhow

Tools

Kafka

API Gateways

Charles River

Avaloq

Temenos TAP/T24

Aladdin

Eagle

SimCorp

Job description

• 10+ years of Business Systems Analysis experience.
• 5+ years supporting Portfolio Management, Wealth Management, or Investment Management platforms.
• Proven experience on large-scale modernization or transformation programs.
• Strong experience working with legacy-to-modern platform migrations.

Technical Skills

• Advanced SQL and data analysis expertise.
• Strong understanding of:
• Data Mapping
• System Integration
• APIs
• Batch Processing
• Experience creating detailed functional and technical specifications.
• Familiarity with cloud-native and microservices architectures.

Industry experience in Wealth Management and Asset Management domains, including portfolio management, performance measurement, reporting, and investment operations, is highly relevant for this role

Preferred Qualifications

• Experience with ClientLink or similar Portfolio Management platforms.
• Experience with Charles River, Avaloq, Temenos TAP/T24, Aladdin, Eagle, SimCorp, or equivalent wealth platforms.
• Knowledge of:
• Kafka
• Event Streaming
• Microservices
• API Gateways
• Experience supporting cloud modernization initiatives.
• CFA, CIM, CSC, or equivalent investment industry certification is a plus