Experienced BSA needed for regulatory and data services in wealth management. Hybrid role in Toronto, ON for 6-12 months.
Responsibilities
Lead business and systems analysis activities for wealth management clients, portfolio, accounts, and transactions. Understand data warehouse and data consumption/extraction processes. Analyze data and prepare end-to-end mapping documentation for data warehouse products. Understand legacy wealth management databases. Help design new strategic solutions for data and process requirements. Collaborate with stakeholders, architects, and developers to transition legacy systems to modern platforms. Work with product owners and scrum teams to define epics, user stories, and acceptance criteria in Agile environment.
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