Analyste BI chez CAA - Québec, créant rapports et tableaux de bord. Transformant les données en recommandations pour soutenir les décisions et opérations.
LP
Business Analyst – Wealth Management & Trading
Posted via LinkedIn Recruiter (not a company profile)
Posted 4 months ago
About the role
- Seeking an experienced Business Analyst with Wealth Management and Trading expertise for a hybrid role in Toronto.
Responsibilities
- We are looking for an experienced Business Analyst with strong Wealth Management and Trading domain expertise to join our consulting team in Toronto. The role involves bridging business and technology teams while driving successful delivery in a wealth management environment.
Requirements
- 6+ years of experience in Wealth Management and trading; strong understanding of front-to-back wealth management business processes, trade lifecycle; experience in Portfolio Management, Client Onboarding, KYC, AML, and Trading Operations; experience in API, Integrations, trading messaging standards such as SWIFT and FIX protocols; exposure to client-focused platforms such as Customer 360, Wealth 360, or similar wealth management solutions; experience working closely with Business Stakeholders, Product Owners, Operations, and Technology teams; hands-on experience in Requirements Gathering, Gap Analysis, User Story Creation, Backlog Refinement, Agile Delivery, Confluence & JIRA, strong SQL and Data Mapping skills; familiarity with Visio or Lucid charts or any relevant tools; PMI-PBA or CBAP would be advantageous.
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