Senior Business Systems Analyst – Wealth Management & SQL

Original job posting

The role involves leading functional analysis and requirements gathering to support the modernization of a portfolio management platform. Key tasks include creating system flows, performing SQL data reconciliation, and collaborating with engineering teams on integration design.

Job details

Job Title: Senior Business Systems Analyst – Wealth Management & SQL Location: Toronto, ON Work Model: Hybrid – 4 days onsite/week Role Summary Seeking a Senior Business Systems Analyst to support the modernization of a portfolio management platform. The role will lead functional analysis, requirements, system/data analysis, integration design, and collaboration with business and engineering teams. Key Responsibilities Lead functional analysis, requirements gathering, and solution design. Create functional specifications, user stories, use cases, data mappings, and system flows. Perform hands-on SQL/data analysis and reconciliation. Analyze APIs, batch processing, event-driven flows, and system integrations. Analyze legacy systems and define modernization/future-state solutions. Trace end-to-end data across upstream, processing, and downstream systems. Support production issue analysis and RCA. Use AI-assisted tools for analysis, requirements, and documentation. Partner with business, architecture, data, and engineering teams. Required Skills 5+ years as a BSA, Technical Business Analyst, or Systems Analyst. Strong SQL and data analysis skills. Strong experience with functional specifications, data mappings, and system flows. Experience with APIs, batch processing, and system integrations. Experience with system modernization/transformation. Wealth Management / Capital Markets experience. Understanding of positions, transactions, valuations, and performance. Strong communication and ability to work across complex enterprise systems. Nice to Have: Agile / Waterfall experience.

What you’ll do

The role involves leading functional analysis and requirements gathering to support the modernization of a portfolio management platform. Key tasks include creating system flows, performing SQL data reconciliation, and collaborating with engineering teams on integration design.

Requirements

Candidates need over 5 years of experience as a BSA or Systems Analyst with strong SQL skills and expertise in Wealth Management or Capital Markets. Proficiency in APIs, batch processing, and system transformation is required.

Listed skills

• SQL · Preferred
• Data analysis · Preferred
• Requirements gathering · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• SQL
• Data Analysis
• Functional Specifications
• Data Mapping
• System Flows
• API Analysis
• Batch Processing
• System Integration
• System Modernization
• Wealth Management
• Capital Markets
• Requirements Gathering
• User Stories
• Use Cases
• Root Cause Analysis

Job areas

• Finance & Accounting
• Technology
• Data & Analytics
• Consulting
• Software