Business Analyst With Wealth Management Jobs

3+ years experience in a compliance or audit role ideally in a dealer and/or portfolio management environment.

Working knowledge of information technology tools required including: MS Excel, MS Word and portfolio management or investment industry software.

Ability to demonstrate effective use of judgment, interpretation, knowledge and skill in the application of regulations and compliance requirements.

Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses.

Prepare reports and related test results dashboard for various stakeholders including management.

Excellent data analysis skills, organizational, analytical and communication skills.

Experience working in a business analysis role in Capital Markets or Wealth Management.

Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank

Quick learner and solutions oriented, ability to escalate issues to management.

Hourly salary of $65 to $85 (based on experience).

A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule

Experience mapping business process flows is required.

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

Domain knowledge of the financial industry - specifically Wealth Management

Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management

Business Consultant - Wealth Management

Experience working on IT projects

Experience with the SDLC cycle and project delivery in Agile Methodology

Strong experience in PPT, and delivering project updates

Will be collaborating with QA, BA support staff (supporting application), developer, DevOps, and senior management

Writing requirements and understanding all nuances of application behavior, then passing on requirements to the teams full stack developer

Gathers requirements from business units and translates those to programmers and developers

Demonstrates an informed knowledge of business functions to resolve problems and capitalize on improvement opportunities

10+ years experience in a relevant capacity as a BA/BSA

5+ years previous experience leading the replacement and enhancement of a legacy application

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

Division & Section: Solid Waste Management Services, SWM Business Services

Provides client-driven, value-added management consulting and advisory services to a portfolio of diverse projects and programs.

Develops and oversees projects related to divisional strategies and issues assigned by the Division Head and senior management team.

Considerable experience in researching, identifying, and developing processes, business and technical requirements, documentation, design, and system development.

Develops and implements detailed plans and recommends policies and procedures regarding project and program specific requirements.

Your application must describe your qualifications as they relate to:

Business group: Financial Management and Model Analytics

2) 10+ years of experience in analyzing and documenting business processes and data flows

1) Knowledge of programming languages

3) Cloud platforms and related data services knowledge (e.g., Google Cloud Platform, Microsoft Azure, Amazon Web Services)

Detail oriented and skilled in summarizing and provides insights from complicated processes

• Strong oral and written communication skills and comfortable presenting to a variety of audiences

Streamline current processes and procedures to enhance general product support and management functions

Support product initiatives by preparing ad-hoc reports and assisting in related projects

Monitor team mailbox, respond to inquiries and report user statistics

Compile data for monthly reports and other regular reporting as required

Develop and maintain Tableau dashboards to provide ongoing insights into KPIs, trends, and business drivers

Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders

5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ

Experience working on CFR related regulatory projects as a BA in the Wealth Management domain

Wealth Management BA - Regulatory

6+ years of Business Analyst experience working at enterprise financial corporations

Experience with Agile Development Cycle

Strong organizational skills; ability to prioritize and manage multiple tasks

Minimum of 2 years of professional experience providing administrative support to a team of leaders

Post secondary education (degree or diploma in Office Administration or Office Professional Certificate is an asset

Excellent communication, interpersonal and organizational skills

At ATB, we know that as you develop in your career, you gain many transferable skills.

You have demonstrated an ability to work with several different teams, effectively managing your time and balancing multiple, sometimes changing, priorities.

Business analysis or project management, or equivalent experience

Bachelor's Degree Business Administration, Management, or Technical Discipline.

Process mapping and project management methodology.

System requirement identification and documentation analysis

Plan and facilitate workshops to identify and validate requirements with IS and business stakeholders in support of projects and opportunities.

Ability to adjust to changing priorities and manage customer expectations

Direct experience with IFDS, or IFDS vendor experience

Create and maintain a prioritized backlog of requirements; work with development teams to establish release plans to deliver this new functionality

Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.

Exceptional analytical and conceptual thinking skills

Excellent verbal and written communication skills.

Team player with strong interpersonal skills and ability to take a leadership role when necessary

Support Management by providing analysis on issues, explaining variances and impacts, and recommending corrective actions if required.

Business Analyst with Billing and Device Management (DM)

Intermediate Business Analyst with Billing and Device Management

Fully Remote Anywhere in Canada

Analyze business activities by gathering new functional requirements and identify areas of potential process improvement.

Work side by side with the business to ensure their business requirements achieve their desired outcomes.

FPML skill set is mandatory.

Business Analyst with FPML & FIX

Downtown Toronto, ON (2 days onsite in a week)

Mandatory – BA/BSA who has worked with FpML and FIX message standards of Financial Products

250 Yonge Street, Suite #2201, Unit #10, Toronto, ON, M5B 2L7, Canada

Wealth Management, Direct Investing and Trading, Capital Markets, Risk and Compliance within Financial Institutions.

• Knowledge of techniques and principles involved in production of drawings and models, capturing system requirements.

• 5-10 years experience as BSA (inclusive of software development/design experience).

• Ability to work independently and manage priorities and timelines.

• Verbal and written communication skills, problem solving skills, attention to detail and interpersonal skills.

This is a 12 months contract located in Toronto, Ont/

Experience in all facets of the project lifecycle; strong comprehension of project management methodologies; genuine commitment to project environment and discipline.

Benchmark processes and assess the required complement to handle/manage workload

Actively participates as a Subject Matter Expert (SME) in the business requirements gathering process.

6+ years of business analyst experience.

Experience in identifying and assessing key business processes.

Experience in financial services - would be an asset.

Good to have API Management skills

Good Wealth Mgmt. knowledge, familiar with WM data and Trading life cycle.

Good interpersonal skill with strong personality to handle the pressure coming from business or IT stakeholders.

Worked on Data and mappings. Can write SQL queries for data analysis

Duration: 18 – 24 Months+ (Open ended SoW)

Location: Downtown Toronto, ON (Hybrid Position)