SR Business Analyst - Bilingual (FR/EN)

Strategio; Montreal (administrative region); Hybrid; CAD 90,000 - 120,000; Full time

Job summary

Strategio is seeking a seasoned Business Analyst to support a major transformation for a leading Canadian investment firm. You will bridge operations, accounting, risk, and IT, translating business needs into backlog items and detailed specs while contributing to release management and data platforms.

Fluency in French and English is required, with 7+ years of domain experience, hands-on SQL, and full lifecycle testing ownership (SIT/UAT/regression).

Qualifications

• 7+ years of functional/business analysis in investment/financial apps (buy-side or custody).
• Mandatory SimCorp or comparable investment platform experience.
• Hands-on SQL proficiency for data analysis and debugging.
• Bilingual in French and English (oral and written).
• Own the full test lifecycle (regression, SIT, UAT).

Responsibilities

• Liaise between investment units and IT to translate requirements into specs/backlog.
• Analyze and support operational/analytic enterprise data platforms.
• Lead data issue investigations with hands-on SQL queries.
• Author functional specifications and define technical requirements.
• Own SIT/UAT and regression testing throughout projects.
• Contribute to release and incident management workflows.

Skills

7+ years experience

SimCorp experience

SQL proficiency

Bilingual FR/EN

Test lifecycle ownership (SIT/UAT/Reg)

Education

Bachelor's degree in Finance/CS

CFA/FRM certifications

Tools

Markit EDM

GoldenSource

Eagle Pace

Semarchy XDM

SQL Server

XML/XSLT/JSON

Windows environments

Job description

Strategio - Business Analyst - Hybrid, Montreal, QC

The Opportunity:

Strategio is expanding its Enterprise Financial Services Practice and supporting a major transformation initiative for one of Canada’s largest investment management firms. This organization oversees hundreds of billions in AUM.

You will support the planning, implementation, and optimization of business-critical platforms on an enterprise data management platform in the financial services sector. This high-impact role sits at the intersection of data, business logic, and user needs between investment business units (operations, accounting, risk, performance) and IT. You'll act as a translator between business stakeholders and IT teams, writing functional interface specifications, translating business needs into backlog items and technical specs, and contributing to release management and continuous improvement initiatives.

About you:

You are a proactive, bilingual (French/English) problem-solver with at least 7+ years of deep experience in functional and business analysis within buy-side or custody investment/financial application environments. You're motivated by complex challenges, naturally inquisitive, and confident working across technical, functional, and financial domains. You possess hands-on SQL proficiency to open databases and investigate data issues directly, communicate with clarity, and own the full test lifecycle (regression, SIT, UAT).

As a Strategio Business Analyst, you will:

• Liaise between investment business units (operations, accounting, risk, performance) and IT teams to translate requirements into actionable specifications and backlog items.
• Analyze, maintain, and support operational and analytical enterprise data management platforms.
• Lead problem analysis and propose effective, scalable solutions by investigating data issues directly via hands-on SQL queries.
• Author functional interface specifications and define technical requirements.
• Own and participate in all stages of the test lifecycle, including System Integration Testing (SIT), User Acceptance Testing (UAT), and regression testing.
• Contribute to release management, incident management, and continuous improvement contexts.

Core Skills:

• 7+ years functional/business analysis in investment/financial application environments (buy-side or custody only).
• Mandatory experience with SimCorp or a comparable investment platform (e.g., SimCorp Dimension, BlackRock Aladdin, Charles River, Bloomberg AIM, SS&C).
• Hands-on SQL proficiency for deep data analysis, mining, and self-directed database investigation.
• Fully bilingual in French and English (oral and written).
• Complete test lifecycle ownership (regression, SIT, UAT).

Nice-to-Haves:

• MarkitEDM (Markit EDM, IHS Markit EDM, Cadis, S&P Global EDM).
• Enterprise data management platforms (GoldenSource, Eagle PACE, Semarchy XDM).
• XML/XSLT/JSON messaging formats.
• Microsoft SQL Server and Windows environments.
• Bachelor's Degree in Finance, Computer Science, or equivalent experience.
• Financial certifications such as CFA or FRM.

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