Senior Business Analyst supporting a large-scale investment platform transformation initiative for FormativGroup. Collaborating with Portfolio Managers, Traders, and Investment Teams to design and implement solutions across asset classes.
Responsibilities
Partner with Portfolio Managers, Analysts, and SMEs to gather and document detailed business and functional requirements.
Act as a trusted advisor to front office stakeholders by understanding portfolio management, trading strategies, and investment decision-making processes.
Lead workshops to map current-state to future-state workflows, improving efficiency, scalability, and data integrity.
Work closely with technology and data teams to ensure accurate and reliable data across systems.
Drive initiatives across cross-functional teams, ensuring timely delivery of requirements, status reporting, and risk mitigation.
Support UAT, test case development, and validation of reporting outputs.
Requirements
6+ years of Business Analyst experience within capital markets, asset management, or investment management environments.
Strong experience working with front office teams (Portfolio Managers, Traders, Analysts) as well as Mid and Back office teams.
Must have hands-on experience with investment platform BlackRock Aladdin - a plus would be knowledge with Charles River (CRD), Bloomberg, or eFront.
Deep understanding of front office workflows including portfolio management, order management, trading, and trade lifecycle.
Experience across asset classes such as equities, fixed income, FX, and derivatives (ETDs/OTCs).
Strong knowledge of portfolio construction, rebalancing, risk analytics, and performance attribution.
Proven ability to translate investment processes into system requirements and workflow designs.
Experience with IBOR systems and front office data models - preferred with ABOR and PBOR as well.
Strong analytical, problem-solving, and documentation skills.
Ability to effectively communicate with both technical teams and investment professionals.
Strong stakeholder management skills with experience influencing senior front office users.
Benefits
This role is Hybrid, in-office up to 4 days/week.
Applicants must be authorized to work for ANY employer in Canada.
We are unable to sponsor or take over sponsorship of an employment visa currently.
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