Senior Business Analyst - Wealth Management: 25-04654

Akraya, Inc.; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

This innovative firm is seeking a Senior Business Analyst specializing in Wealth Management. The ideal candidate will bridge business objectives with technology, focusing on regulatory compliance and enhancing client statement processes. With a strong emphasis on CIRO/IIROC regulations, this role involves collaboration with stakeholders to ensure alignment with business goals. Join a recognized leader in IT staffing that values excellence and offers a thriving work environment. If you're passionate about driving improvements in financial services, this opportunity is perfect for you.

Qualifications

• 5+ years as a Business Analyst in financial services with Wealth Management focus.
• Expertise in CIRO/IIROC compliance and client reporting.

Responsibilities

• Gather and document business requirements for client statements.
• Enhance statement processes with stakeholders and tech teams.

Skills

Wealth Management

CIRO/IIROC Compliance

Requirement Analysis

Client Reporting Platforms

Regulatory Translation

Job description

Senior Business Analyst - Wealth Management: 25-04654

Primary Skills: Wealth Management (Expert), CIRO/IIROC Compliance (Expert), Requirement Analysis (Advanced), Client Reporting Platforms (Advanced), Regulatory Translation (Advanced)
Contract Type: C2C/T4
Duration: 6+ Months
Location: Toronto, ON - M4W 3V1 (Onsite)
Pay Range: $65 - $70 per hour T4 || $86/r - $91/hr C2C

Job Summary:
We are looking for a seasoned Business Analyst with specialized experience in Wealth Management, particularly proficient with CIRO client statements and regulatory compliance. The role involves functioning as a crucial liaison between business objectives and technological advancements, focusing on enhancing and streamlining client statement processes within a regulatory compliant framework. This position promises the opportunity to work closely with stakeholders and tech partners, ensuring business and regulatory alignment.
Key Responsibilities:

• Gather, analyze, and document business requirements for Wealth Management client statements.
• Serve as an expert on CIRO/IIROC regulatory guidelines related to client reporting.
• Enhance statement generation processes in collaboration with business stakeholders, compliance, and tech teams.
• Lead statement design, formatting, data mapping, and reconciliation initiatives.
• Ensure solutions meet business objectives and comply with regulatory standards.

Must-Have Skills:

• Deep understanding of Wealth Management and related client statement protocols.
• Proficiency in CIRO/IIROC regulations and compliance standards.
• Strong skills in business requirement documentation, functional specs, and process flow creation.

Industry Experience Required:

• A minimum of 5 years as a Business Analyst within the financial services sector, with a concentrated experience in Wealth Management. Knowledge of Canadian banking or brokerage operations is a plus.

ABOUT AKRAYA
Akraya is an award-winning IT staffing firm consistently recognized for our commitment to excellence and a thriving work environment. Most recently, we were recognized Inc's Best Workplaces 2024 and Silicon Valley's Best Places to Work by the San Francisco Business Journal (2024) and Glassdoor's Best Places to Work (2023 & 2022)!