Lead Business Analyst

Insight Global; Canada; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading consulting firm in Canada is seeking an experienced Business Analyst with a strong focus on wealth management. This role involves bridging business needs with data insights, fostering collaboration among various departments, and translating financial metrics into actionable specifications. The ideal candidate will have over 8 years of experience and proficiency in MS Office Suite, especially Power BI. Generous benefits begin after the first month of employment, including medical and dental insurance, paid time off, and a 401k plan.

Benefits

Medical, dental, and vision insurance

401k retirement account access with employer matching

Paid sick leave and other paid time off

Qualifications

• 8+ years of experience as a Business Analyst in Wealth Investment.
• In-depth knowledge of data gathering for risk profiling and pricing.
• Excellent written and verbal communication skills.

Responsibilities

• Build and manage relationships with senior leaders.
• Collaborate with cross-functional teams to deliver accurate product positioning.
• Elicit and document business requirements.
• Translate financial metrics into actionable specifications.
• Work on process mapping and gap analysis.
• Support user acceptance testing and reporting requirements.

Skills

Wealth Investment and Lending Products knowledge

Data gathering requirements

Communication skills

Process mapping

Tools

MS Office Suite (Excel, PowerPoint, Outlook, Word, Power BI)

Job description

Insight Global is looking for a data focused Business Analyst with strong wealth management knowledge. This role will bridge business needs with data insights, helping shape how we view revenue generation and client suitability.

Key Responsibilities

• Ability to build and manage relationships with senior leaders providing thought leadership for informed decision making
• Ability to collaborate and guide discussions on approach, scope, etc. with various stakeholders.
• Collaborate with cross-functional teams, including sales, product, analysts, legal, PR, development, QA, etc. to deliver accurate positioning and storytelling of products and solutions.
• Elicit and document business requirements in order to construct personas, identify user profiles, and write requirement documents.
• Translate complex financial metrics (capital allocation, revenue attribution, cost of capital, etc.) into actionable specifications.
• Ability to work on process mapping and gap analysis by documenting the current state and future state workflows with alignment with data architecture and business goals.
• Support user acceptance testing (UAT), scenario modeling, and reporting requirements for executive dashboards and assist in change management, training, and communication efforts during tool rollout

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Skills & Experience

• 8+ years of experience as a Business Analyst gathering requirements for Wealth Investment and/or Lending Products and pricing solutions.
• Must have in-depth knowledge of gathering Data and functional requirements for identifying prospecting clients, risk profiling, pricing, capital
• Proficiency in MS Office Suite (Excel, PowerPoint, Outlook, Word, Power BI).
• Excellent written and verbal communication skills for productive discussions, requirements gathering, and problem solving.

Nice to Have Skills & Experience

• Experience with Data visualization tools like Power BI

Benefits

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.