Technical Business Systems Analyst – Wealth Management

Job summary

Partner with business and technology teams to define solution requirements, analyze wealth-management workflows and system dependencies, and document specifications, mappings, controls, and traceability. Support design, testing, releases, data conversion, and operational transition, while providing Level 2/3 production support and recommending improvements to controls, data quality, automation, and resiliency.

Job details

Qualifications and Technical Skills • 8+ years of experience as a Technical Systems Analyst, Systems Analyst, or Business Systems Analyst, preferably within Canadian banking, wealth, asset management, brokerage, or investment operations. • Strong knowledge of Canadian wealth products and processes, including equities, fixed income, mutual funds, ETFs, managed portfolios, RRSP, RRIF, TFSA, RESP, FHSA, client onboarding, KYC/KYP, suitability, trading, settlement, holdings, fees, performance, and reporting. • Experience eliciting and documenting business, functional, technical, data, integration, security, and non-functional requirements, user stories, acceptance criteria, and process flows. • Hands-on SQL skills for data analysis, reconciliation, testing, and production issue investigation. • Experience with REST/SOAP APIs, JSON/XML, batch and event-driven integrations, file transfers, and middleware such as MuleSoft, Kafka, Boomi, TIBCO, or SnapLogic. • Knowledge of Agile delivery, Jira, Confluence, SDLC, testing, release management, and production-support practices. • Awareness of CIRO/CSA requirements, Client Focused Reforms, NI 31-103, privacy, AML, audit, and operational-risk controls. • Strong analytical, troubleshooting, communication, stakeholder-management, and vendor-coordination skills. • Experience in working Jira, confluence etc. tools and agile delivery methodology. Key Responsibilities • Partner with business, product, architecture, engineering, testing, operations, compliance, and vendor teams to define solution requirements and impacts. • Lead discovery and process walkthroughs; document user stories, system specifications, data mappings, interfaces, business rules, controls, and traceability. • Analyze wealth workflows, applications, databases, APIs, batch jobs, and upstream/downstream dependencies to identify gaps, risks, and solution options. • Support solution design, backlog refinement, testing, defect resolution, data conversion, release readiness, cutover, and transition to operations. • Provide Level 2/3 support for business-critical wealth applications, including monitoring, incident triage, SQL/log analysis, root-cause analysis, vendor coordination, and service restoration. • Maintain process, interface, runbook, and support documentation and recommend improvements to controls, data quality, automation, resiliency, and operational efficiency.

What you’ll do

Partner with business and technology teams to define solution requirements, analyze wealth-management workflows and system dependencies, and document specifications, mappings, controls, and traceability. Support design, testing, releases, data conversion, and operational transition, while providing Level 2/3 production support and recommending improvements to controls, data quality, automation, and resiliency.

Requirements

Requires 8+ years of systems or business systems analysis experience, preferably in Canadian banking, wealth management, asset management, brokerage, or investment operations, along with strong knowledge of Canadian wealth products and processes. Candidates should have hands-on SQL and integration experience, familiarity with Agile, Jira, Confluence, SDLC, testing and production support, and awareness of relevant Canadian regulatory and operational controls.

Listed skills

• SQL · Preferred
• Data analysis · Preferred
• Jira · Preferred
• Root Cause Analysis · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth Management
• Business Systems Analysis
• Requirements Elicitation
• SQL
• REST/SOAP APIs
• JSON/XML
• Systems Integration
• Agile Delivery
• Jira
• Confluence
• Data Analysis
• Testing
• Production Support
• Root-Cause Analysis
• Stakeholder Management
• Canadian Wealth Products

Job areas

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