Senior Business Analyst to define requirements for a global credit program for our investment m[...]

Annex Consulting Group; Toronto; Hybrid; CAD 100,000 - 130,000; Full time

Job summary

A consulting group based in Toronto is seeking a Senior Business Analyst to support transformation objectives for Global Credit. The position involves defining requirements, redesigning workflows, and ensuring integration with investment platforms like Aladdin and eFront. Ideal candidates will have over 6 years of experience in investment management and strong knowledge of credit products. This role offers a hybrid work environment with a minimum of 4 days per week in the office.

Qualifications

• 6+ years' experience as a Senior Business / Systems Analyst within investment management.
• Strong knowledge of credit products in public and private markets.
• Hands-on experience with Aladdin and eFront applications.

Responsibilities

• Document requirements for credit products during onboarding.
• Map and analyze lifecycle processes for credit products.
• Collaborate on credit investments and workflow design.

Skills

Investment operations

Business analysis

Credit products knowledge

Aladdin platform experience

eFront platform experience

Education

University degree in Business, Finance, or related field

Chartered Financial Analyst (CFA)

Tools

Bloomberg tools (PORT, YAS)

Job description

Overview

12 month fixed term

Hybrid work: a minimum of 4 days per week.

Location: Downtown Toronto

Scope of Position

As a Senior Business Analyst for Global Credit, you will play a critical role in delivering our transformation objectives for our Front Office partners. Reporting to the Front Office Transformation Lead of the Transformation Office, you will focus on defining requirements for solutions and integrations, redesigning workflows, supporting testing, and developing reporting tools specific to public and private credit asset classes. This role requires a strong understanding of investment operations, business analysis, and hands-on experience with leading investment platforms.

Key Responsibilities

• Partner with Global Credit portfolio management, operations, and performance teams to document requirements for public and private credit products as part of the Aladdin & eFront onboarding.
• Map and analyze end-to-end lifecycle processes for credit products, including portfolio construction, order entry, lifecycle events (drawdowns, capital calls), and performance measurement.
• Collaborate with program teams focused on various Credit investments: liquid credit, capital securities, leveraged finance, CLOs, and private credit (including SMAs and externally managed funds).
• Solution integration and workflow design: Ensure accurate configuration and integration of Global Credit workflows and analytics within Aladdin and eFront platforms; lead business process redesign to align with new system capabilities and industry best practices.

Must haves

• 6+ years' experience as a Senior Business / Systems Analyst within investment management
• Strong knowledge of credit products across public and private markets, including liquid credit, capital securities, leveraged loans, CLOs, and private credit funds / SMAs.
• Hands-on experience with implementing and supporting investment applications Aladdin or eFront for credit portfolios
• Ability to document and analyze the full lifecycle of credit products (Front, Middle and Back offices).

Nice to have

• Proficiency with Bloomberg tools (PORT, YAS) is considered an asset.

Education

• Educational Background: University degree in Business, Finance, Computer Science, Engineering, or a related field. Relevant certifications such as the Chartered Financial Analyst (CFA), are highly desirable.