Wealth Management Business Analyst

Our client, a well respected boutique financial consulting firm, is looking for a Wealth Management Business Analyst who will work closely with their project teams to successfully deliver business and data analysis in operations or system integration projects in the Greater Toronto Area.

Responsibilities

• Define scope and requirements for technology projects and information systems.
• Gather functional, non-functional, and data requirements from various stakeholders and document them accurately and logically.
• As a product owner, develop project vision for development team, manage product backlog, prioritize product needs, manage product roadmap, oversee development, and support agile development teams. Lead product functional design based on business and user knowledge. Translate product roadmap features into user stories and acceptance test criteria.
• Develop specifications for business processes, processing workflows or data flows.
• Verify the target solution and support the technology to ensure that the target system will meet the requirements.
• Test the solution to validate the project requirements and objectives.
• Develop effort estimation for requirements elicitation activities.
• Facilitate meeting/interviews and communicate requirements to sponsors, stakeholders and project team members.
• Investigate and assist in resolving data issues in risk systems.
• Help and support other team members.

Requirements

• Minimum Bachelor's degree in Finance, Economics, Business Administration, or Mathematics.
• Certified Scrum Product Owner (CSPO) with experience as a product owner.
• At least 5 years experiences of business and systems analysis in the Banking and Wealth Management areas.
• At least 5 years in requirement management and planning, elicitation, facilitation and documentation.
• Experience managing and delivering complex projects.
• Strong communication skills with direct communication with senior business and technology executives
• Proven track record of high customer satisfaction.
• Ability to motivate and mentor team members.
• Experiences working with Wealth Management and one or more of these functional areas: front office (trading process, market data), middle office (i.e. position, P&L attribution, cash flow monitoring, reporting), risk management (e.g. trading credit risk and market risk) and back office (reconciliation, clearing and settlement process).
• Understanding and working knowledge of Wealth Management and the financial asset classes (e.g. equities, fixed income, FX, commodity, and rates) and derivative products.
• Understanding of data elements (prices, yield curves, etc) and risk measurements used in reporting for financial risk management (e.g. Market Risk or Credit Risk)
• Knowledge of relational data model and data manipulations using SQL.
• Thorough understanding of both waterfall and agile methodologies and approaches.
• Strong Microsoft Excel skills.
• Excellent in technical and business writing.
• Logical and analytical mindset.
• Strong Communication skills.
• Strong team player.