Senior Business Analyst at Aviso Wealth – Toronto, Ontario, Canada

Dataleum; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

A leading wealth management organization in Toronto is seeking a Senior Business Analyst. You will oversee strategic business analysis initiatives, engage with stakeholders across various business lines, and ensure the delivery of high-value processes. Ideal candidates will have extensive experience in IT, preferably with a background in capital markets or wealth management.

Qualifications

• 7+ years business analysis experience in IT.
• 2+ years project leadership experience.
• Capital markets or wealth management experience required.

Responsibilities

• Lead the collection and management of requirements.
• Collaborate with internal and external stakeholders.
• Analyze business needs and deliver process flows.

Skills

Analytical skills

Problem-solving

Negotiation

Facilitation

Process mapping

Time management

Education

Bachelor’s degree in Management Information Systems

Business Administration

Tools

MS Office suite

SQL Server Management Studio

Visio

Job description

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart.

The Opportunity :

We are looking for a Senior Business Analyst to join our Enterprise Delivery team.

Reporting to the VP, Enterprise Delivery & Strategic Sourcing, the Senior Business Analyst is responsible for directing team members and overseeing the planning, management, and execution of strategic business analysis initiatives for multiple lines of business. This role will work in partnership with business stakeholders to define requirements, scope, and deliverables to ensure delivery of high-value processes and alignment with best practices.

The team works closely with all areas of Canadian Wealth Management lines of business supporting the delivery of strategic initiatives by ensuring we deliver high value processes for our clients and end users.

Who you are :

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like :

• Lead the collection, verification, and management of requirements, liaising between the business units / customers, technology teams and support teams
• Engage & manage with business, investment management, technology, marketing, SOCON (operations, compliance) and other teams from various groups to analyze business needs, gather requirements, and help define “As Is “and “To be” stage.
• Provide and apply expertise in business analysis, data mapping, creation of process flows etc.
• Proactively communicate and collaborate with external and internal customers to analyze information needs and elicit requirements and deliver the following artifacts as needed : functional and non-functional requirements (business requirements document), use cases, screen and interface designs, data flow diagrams, workflow diagrams, business process maps, descriptions and recommendations
• Successfully engage in multiple initiatives simultaneously
• Work independently with users to define concepts, as well as under the direction of project managers or senior business analysts
• Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs
• Identify and execute on process improvements through process mapping and re-design
• Assist with the completion of the Business Case & Business Capability Blueprint by performing & analyzing relevant data queries.
• Work closely with the engineering team for execution and clarity around business needs Assist with the definition and continuous improvement of BA processes and interactions with the team and IT and make recommendations to improve overall effectiveness and efficiency of the business
• Define use case and work with testing team to formulate and manage end-to-end traceability from Business requirements, tech specs, to test cases
• Lead Business Analyst team members on projects by providing coaching and directing work components
• People leadership skill in managing, coaching and directing components of work to other business analyst and team members

Requirements

Your experience and skills :

• Bachelor’s degree in Management Information Systems, Business Administration, or related field
• 7+ years business analysis experience in information technology combined with 2+ years of experience in project leadership
• 2+ years capital markets, wealth management, mutual fund, securities, and / or insurance industry experience is required
• Completion of the Canadian Securities or Investment Funds in Canada Course is a definite asset and completion of CBAP designation preferred
• Strong analytical and problem-solving skills including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
• Strong facilitation and negotiation skills with the ability to establish and maintain effective working relationships with various levels of management, staff and clients
• Strong time management and organization skills with the ability to monitor and manage a variety of tasks simultaneously and to meet strict deadlines
• Strong workflow modeling / process mapping skills; proven ability to analyze a business process and recommend solutions
• Ability to work with external vendors to identify issues, collaborate on solutions, escalate as required
• Technically competent with various software programs and platforms. Experience with MS Office suite, SQL Server Management Studio, and Visio is required
• Fundamental understanding of relational databases and proven competency with query composition and data analysis
• SAFe certification and / or experience working with Agile Delivery Teams is preferred
• Fluent communication skills in English are required and bilingual skills in French are an asset