Lead Business Analyst

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

Job summary

A leading consulting firm is seeking a data-focused Business Analyst with strong wealth management knowledge in Toronto, Ontario. This role involves bridging business needs with data insights, managing relationships with senior leaders, and collaborating across cross-functional teams to ensure accurate product storytelling. The ideal candidate will have over 8 years of experience in gathering requirements for wealth investment and lending products, as well as proficiency in data visualization tools like Power BI. Strong communication skills are essential for this role.

Qualifications

• 8+ years of experience as a Business Analyst gathering requirements for Wealth Investment and/or Lending Products and pricing solutions.
• Proficiency in MS Office Suite, including Power BI.
• Strong written and verbal communication skills for discussions and problem-solving.

Responsibilities

• Build and manage relationships with senior leaders for informed decision making.
• Collaborate with cross-functional teams to deliver accurate product positioning.
• Elicit and document business requirements for user profiles and requirement documents.
• Translate complex financial metrics into actionable specifications.
• Conduct process mapping and gap analysis aligning with business goals.
• Support user acceptance testing and assist in change management.

Skills

Wealth Management Knowledge

Business Analysis

Data Visualization (Power BI)

Stakeholder Management

Communication Skills

Tools

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

Job description

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/.

Skills and Requirements

• 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. - Experience with Data visualization tools like Power BI