Capital Markets Business Analyst

UNAVAILABLE; Toronto; Hybrid; CAD 110,000 - 125,000; Full time

Benefits offered by this job

Hybrid work arrangement

Toronto onsite option

Job summary

Bridgenext is seeking a Capital Markets Business Analyst with hands-on reference data experience (Markit EDM/Opus, BDMS) to support a platform replacement. You will document processes, define requirements, review mappings, and own clear business specs with measurable acceptance criteria.

The role involves leading workshops, analyzing security, pricing, and issuer data, and collaborating with QA and stakeholders in a hybrid Toronto-area setting.

Qualifications

• Demonstrated hands-on business analysis in capital markets or asset management.
• Experience with reference data management platforms (Markit EDM/Opus, BDMS).
• Knowledge of security mastering and instrument attributes.
• Understanding of market data across asset classes and data-quality controls.
• Experience with entity/issuer and portfolio/fund mastering and relationships.
• Ability to document sourcing, mastering rules, and transformations.
• Proficient SQL and Excel for data profiling and reconciliation.
• Ability to run stakeholder workshops and translate data requirements into specs.

Responsibilities

• Lead discovery workshops with business SMEs and platform vendors.
• Document security, pricing, issuer, and portfolio data requirements.
• Capture data sourcing, matching, enrichment, and golden-copy rules.
• Analyze identifiers, issuer hierarchies, and portfolio structures for downstream use.
• Define pricing requirements across asset classes and validation rules.
• Review vendor field mappings and document gaps and impacts.
• Assess differences between current and target platforms and publication formats.
• Create process flows, data dictionaries, specs, user stories, and acceptance criteria.
• Partner with QA on test scenarios, results, and reconciliation; support UAT.
• Maintain a prioritized backlog and communicate risks to stakeholders.

Skills

Capital markets

Security mastering

Market data & prices

Entity/issuer mastering

Portfolio/fund mastering

SQL

Excel

Stakeholder workshops

Data governance

Tools

Markit EDM/Opus

BDMS

Job description

Company Overview

At Bridgenext, we engineer Growth Operating Systems. Most enterprises have spent millions on their revenue stack and still aren't seeing the growth they expected.They have tools that function, but no system that wins. We help growth-hungry companies close that gap by turning fragmented platforms, siloed teams, and disconnected data into one integrated Growth OS. More than a technology company or marketing agency, we're a global digital consultancy with experts in engineering, data, AI, creative and more.

Our teams are made up of experts who believe in engineering impact, starting with putting people at the center of everything we do. Every team member directly shapes our work, culture, and values. Nothing matters more to us than a kind, respectful, fulfilling environment that supports everyone. Our flexible, inclusive culture gives you the autonomy, resources, and opportunities to thrive.

Position Description

Bridgenext is seeking a Capital Markets Business Analyst with strong domain knowledge and hands-on experience in reference data management systems such as Markit EDM / Opus, Bloomberg Data Management Service (BDMS), or an equivalent platform. The role requires practical expertise in security mastering, market data and prices across asset classes, entity/issuer mastering, and portfolio/fund mastering.

The Business Analyst will support a reference data platform replacement, working with business stakeholders. You will document current processes, define requirements, review vendor mappings and validate downstream impacts. This is a hands-on individual contributor role requiring direct data analysis and ownership of clear, testable business requirements.

Responsibilities include but are not limited to:

• Lead discovery workshops with business SMEs, reference data operations, platform vendors and downstream application owners
• Document security master, pricing, entity/issuer and portfolio/fund data requirements, including asset-class-specific attributes and relationships
• Capture data sourcing, source precedence, matching, enrichment, golden-copy creation, validation and exception-handling rules
• Analyze security identifiers and cross-references, issuer hierarchies, portfolio structures and their downstream business usage
• Define pricing requirements across asset classes, including sources, valuation dates, currencies, missing or stale prices and validation rules
• Review vendor-provided field mappings and transformations with the EDM Consultant and data owners; document gaps and business impacts
• Assess functional differences between current and target platforms, including publication formats, schedules and request/response behavior
• Create process flows, data dictionaries, functional specifications, user stories and measurable acceptance criteria
• Partner with QA on test scenarios, expected results and reconciliation rules; investigate discrepancies and support UAT
• Maintain a prioritized requirements backlog and communicate decisions, dependencies and risks to product and delivery stakeholders

Workplace: This is a Hybrid position. Working remotely in Eastern timezone with some onsite in Toronto office

Must Have Skills:

• Demonstrated hands-on Business Analyst experience in capital markets, investment management or asset management
• Direct experience with Markit EDM / Opus, BDMS, or an equivalent capital-markets reference data management platform is mandatory
• Practical knowledge of security mastering, including instrument attributes, identifiers, classifications and cross-references
• Strong understanding of market data and prices across multiple asset classes, including source selection and data-quality controls
• Experience with entity/issuer mastering and portfolio/fund mastering, including relationships, hierarchies and downstream consumption
• Experience documenting source precedence, mastering rules, transformations, exception workflows and golden-copy requirements
• Hands-on SQL and Excel skills for data profiling, mapping validation, reconciliation and root-cause analysis
• Ability to lead stakeholder workshops and translate complex data requirements into clear specifications and testable acceptance criteria

Preferred Skills:

• Experience with reference data platform replacement, migration or implementation programs
• Familiarity with Bloomberg and other external market-data feeds and their integration into reference data platforms
• Exposure to public and private asset data across equity, fixed income, derivatives and alternative investments
• Experience supporting regression testing, parallel-run reconciliation and business acceptance of reference data changes
• Familiarity with investment platforms such as SimCorp Dimension, Findur, Aladdin, Eagle or Charles River
• Experience with data governance, lineage, stewardship and operational exception management

Professional Skills:

• Strong written, verbal, and presentation communication skills, with the ability to explain technical EDM concepts to business and operational stakeholders.
• Collaborative team player who can work effectively with across functional and technology squads.
• High standards of professionalism, ownership, documentation, code quality, and production support.
• Self-sufficient and organized, with the ability to prioritize concurrent development, support, and data-quality activities.
• Flexible and improvement-oriented, with sound judgment and a practical approach to solving complex spatial and integration problems.

Bridgenext is an Equal Opportunity Employer

Canadian citizens and those authorized to work in Canada are encouraged to apply

Compensation varies depending on a wide array of factors, which may include but are not limited to location, role, skill set, and level of experience. As required by local law, Bridgenext provides a reasonable range of compensation, based on full-time employment, for roles that may be hired as described above. The current salary range for this position is $110,000 - $125,000 CAD annually. Our comprehensive total rewards program goes way beyond a competitive salary.

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