Business Analyst

Leith Wheeler Investment Counsel Ltd.; Vancouver; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading investment counsel firm in Vancouver seeks an experienced Business Analyst to manage and streamline their portfolio management system. The ideal candidate will have extensive experience in the financial industry, strong analytical skills, and the ability to work collaboratively across teams. Responsibilities include managing product documentation, conducting business analyses, and supporting testing activities. Join a dynamic team committed to delivering excellence and fostering strong relationships.

Qualifications

• 8+ years of experience in business analysis within the financial industry.
• Deep expertise in finance and portfolio management processes.

Responsibilities

• Manage the operating model of the portfolio management system.
• Create and maintain product documentation to support the firm.

Skills

Business Analysis

Communication

Negotiation

Tools

JIRA

SQL

APX

LatentZero

Job description

Job Responsibilities:

1. Streamline and manage the operating model of the portfolio management system, including daily, quarterly, and annual tasks, ad hoc requests, and issue resolution.
2. Ensure functional requirements are understood, documented, and correctly considered during implementation.
3. Create and maintain product documentation to support the firm.
4. Capture epics and user stories within JIRA.
5. Analyze new business requests and support team effort estimations.
6. Conduct business and technical analyses.
7. Support testing activities and advise business stakeholders on relevant issues.
8. Manage product, vendor, and business knowledge for the key portfolio management system.

Job Qualifications:

• 8+ years of experience in a similar role (business analysis, business engineering, requirements engineering) within the financial industry.
• Deep expertise in finance, financial products, Canadian regulatory frameworks, portfolio management, and advisory processes. Experience with mutual funds processes is advantageous.
• Good understanding of software development processes; experience as a developer is preferable.
• Hands-on UML experience with the ability to model domain models or visualize dynamic flows; familiarity with enterprise architecture is a plus.
• Practical SQL skills for data analysis, if required.
• Understanding of portfolio theory and portfolio management processes.
• Proficiency with various business analysis tools (use case modeling, business rule writing, user story writing, state diagrams, flow diagrams, etc.).
• Proficiency with systems such as APX (SS&C), LatentZero (IoN or Fidessa), and Pricing systems.

Attributes for Success:

• Contribute positively to our Culture Blueprint—Character (Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence).
• Exceptional consulting and planning skills with the ability to build strategic relationships.
• Effective communicator and leader with high interpersonal skills and the ability to build trusted relationships.
• Sound judgment in decision-making.
• Negotiation, influence, and support-gaining abilities.
• Resilience to stay energized and focused amid challenges, ambiguity, or strenuous demands, fostering a supportive environment.
• Ability to analyze issues from multiple perspectives, examining options and outcomes, and constructing frameworks to guide actions.