Business Analyst with Wealth Management

Job Title: Business Analyst with Wealth Management Location: Toronto, ON (3x onsite a week) Employment Type: Contract Pay Rate: CAD$45/HR INC Lead functional analysis activities for Portfolio Management modernization initiatives. Define future-state business capabilities and functional architecture. Create Functional Specifications Business Requirements Documents (BRDs) Functional Requirements Documents (FRDs) User Stories Use Cases Process Workflows Acceptance Criteria Translate legacy ClientLink and Portfolio Management functionality into modern, modular, API-driven architectures. Define Business Rules Process Flows Data Flows System Interactions Integration Patterns Conduct Gap Analysis Between Current State Architecture Future State Architecture Participate in domain-driven design and business capability modeling workshops. Portfolio Management Domain Analysis Lead analysis and design across key portfolio management functions including: Portfolio Position Management Transaction Processing Portfolio Valuation Performance Measurement and Attribution Portfolio Accounting Portfolio Rebalancing Asset Allocation Model Portfolio Management Portfolio Analytics Investment Reporting Advisor Workflows Client Reporting Corporate Actions Security Master & Instrument Management Deep understanding of portfolio management functions such as asset allocation, portfolio position keeping, portfolio valuation, performance measurement, order management, and portfolio analysis is highly desirable. Data Analysis & Reconciliation Perform complex SQL-based data investigations. Analyze And Reconcile Transactions Holdings Positions Cash Balances Market Values Performance Results Validate business calculations and financial outputs. Trace data end-to-end across multiple systems. Support data migration and modernization efforts. Identify data quality issues and define remediation strategies. Experience Required Qualifications 10+ years of Business Systems Analysis experience. 5+ years supporting Portfolio Management, Wealth Management, or Investment Management platforms. Proven experience on large-scale modernization or transformation programs. Strong experience working with legacy-to-modern platform migrations. Technical Skills Advanced SQL and data analysis expertise. Strong Understanding Of Data Models Data Mapping Data Reconciliation System Integration APIs Batch Processing Event-Driven Architectures Experience creating detailed functional and technical specifications. Familiarity with cloud-native and microservices architectures. Industry experience in Wealth Management and Asset Management domains, including portfolio management, performance measurement, reporting, and investment operations, is highly relevant for this role Preferred Qualifications Experience with ClientLink or similar Portfolio Management platforms. Experience with Charles River, Avaloq, Temenos TAP/T24, Aladdin, Eagle, SimCorp, or equivalent wealth platforms. Knowledge Of Kafka Event Streaming Microservices API Gateways Experience supporting cloud modernization initiatives. CFA, CIM, CSC, or equivalent investment industry certification is a plus Disclaimer: AI tools may assist in the recruitment process; however, all hiring decisions are made by the recruitment team based on a comprehensive evaluation of candidates.

Lead functional analysis for Portfolio Management modernization, translating legacy functionality into modern API-driven architectures. Perform complex SQL-based data investigations and reconcile financial outputs across multiple systems.

Requires over 10 years of Business Systems Analysis experience with at least 5 years in Wealth or Investment Management platforms. Must possess advanced SQL skills and experience with large-scale legacy-to-modern platform migrations.

• SQLPreferred
• Business analysisPreferred

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Wealth Management
• Portfolio Management
• SQL
• Functional Specifications
• BRD/FRD
• User Stories
• Gap Analysis
• Data Mapping
• API Design
• Microservices
• Data Reconciliation
• Domain-Driven Design
• Investment Reporting
• Asset Allocation
• System Integration

• Finance & Accounting
• Data & Analytics
• Technology
• Consulting
• Software

Minimum education

Professional degree

Minimum experience

10+ years

Apply by

Mar 7, 2027

Posting language

English

Working hours

40 hours per week

Office presence

3 days per week

Seniority

Associate

Application method

Direct apply is available