Sr Business Analyst-Investments/Mutual Funds

BeachHead; Toronto; On-site; CAD 96,000 - 103,000; Full time

Job summary

BeachHead is seeking a Senior Business Analyst with deep investment product expertise to support a major banking client. You will define investment requirements, lead stakeholder sessions, and ensure compliance with CRA, IIROC, MFDA, and CIRO standards.

Responsibilities include documenting clear requirements for technology teams, guiding both Agile and Waterfall projects, and coordinating with Regulatory, Legal, and Compliance groups. Strong communication to senior leaders is essential.

Qualifications

• 6-8+ years of business analysis experience in banking or financial services.
• Extensive knowledge of investment products (mutual funds, GICs, ETFs, RRSPs, etc.).
• Experience supporting large-scale enterprise initiatives involving investment platforms.
• Strong understanding of Canadian regulatory frameworks (CRA, IIROC, MFDA, CIRO).
• Ability to document requirements and obtain formal stakeholder sign-off.

Responsibilities

• Collaborate with stakeholders to define investment requirements aligned to objectives.
• Lead requirements sessions, clarify needs, and document detailed business requirements.
• Identify stakeholders, plan engagement, and manage expectations.
• Obtain formal approval and sign-off from stakeholders.
• Translate business needs into clear requirements for IT teams (Agile/Waterfall).
• Support transition of requirements into delivery and assist issue resolution.
• Coordinate with Regulatory, Legal, and Compliance teams to meet Canadian standards.
• Document processes in Jira/Confluence; use Visio for process maps if needed.
• Communicate complex concepts to senior leadership and prepare materials.

Skills

Investment products knowledge

Business analysis

Regulatory compliance

Stakeholder management

Requirements gathering

Agile & Waterfall

Education

Bachelor's degree in Finance/Business

BA certification (optional)

Tools

Jira

Confluence

Visio

Job description

Are you a seasoned business analyst with deep investment product expertise?
Working with one of our top financial clients, this role calls for a Sr Business Analyst-Investments/Mutual Funds. This position offers an exciting opportunity to contribute to large-scale enterprise projects supporting investment product and platform optimization within a prominent banking environment. The successful candidate will work closely with senior stakeholders, supporting a complex investment data and platform transformation.
Pay rate range (CAD): $70.00/hr – $75.00/hr

Responsibilities

• Collaborate with business stakeholders to understand and define investment-related requirements, ensuring alignment with business objectives
• Facilitate requirements gathering sessions, challenge and clarify stakeholder needs, and document detailed business requirements
• Identify impacted stakeholders, develop stakeholder engagement strategies, and manage expectations effectively
• Conduct requirements walkthroughs and obtain formal approval and sign-off from stakeholders
• Translate business needs into clear, structured requirements suitable for technology teams, supporting both Agile and Waterfall methodologies
• Support the transition of finalized requirements into the delivery phase and assist in issue resolution throughout the process
• Work closely with Regulatory, Legal, and Compliance teams to ensure requirements meet all relevant Canadian regulatory standards, including CRA, CIRO, MFDA, and IIROC
• Maintain comprehensive documentation in tools such as Jira and Confluence; optionally utilize Visio and process mapping tools for business process visualization
• Demonstrate a proactive ownership mentality, independently identifying gaps and acting as a subject matter expert in investment products and processes
• Effectively communicate complex business concepts to diverse audiences, including senior leadership, and prepare presentation materials as needed

Desired Skill-Set

• Minimum of 6-8+ years of business analysis experience within banking or financial services
• Extensive hands‑on knowledge of investment products, especially mutual funds, GICs, stocks/ETFs, RRSPs, RESPs, TFSAs, and registered investment products
• Proven experience supporting large-scale enterprise initiatives involving complex investment platforms and product migrations or conversions
• Strong understanding of Canadian registered investment products and regulatory environments, including CRA, CIRO, MFDA, and IIROC frameworks
• Demonstrated ability to gather, validate, and prioritize requirements directly from business stakeholders, managing ambiguous situations with confidence
• Excellent stakeholder management skills, especially with regulatory, legal, and compliance groups
• Adept at requirement documentation, walkthroughs, and obtaining stakeholder approval
• Experience working across multiple methodologies (Agile & Waterfall) with tools such as Jira and Confluence
• Strong communication and presentation skills, with the ability to engage effectively with senior and executive audiences
• Self‑starter with ownership mentality, capable of working independently and driving requirements to completion

Nice to Have

• Asset management or securities industry experience
• Wealth management exposure within banking or financial institutions
• Investment platform migration and client data management experience
• Digital investment journey or customer experience know-how
• Business process mapping and process flow documentation skills
• Certification in business analysis or financial services (not required)
• Experience with digital customer journeys and platform conversions involving substantial client data

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology‑enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision‑making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.
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