Business Analyst - Wealth Management
- Toronto, ON
- Hybrid
- Posted Sep 18, 2026
- 1 position
Opens an external site
- Employment type
- Full-time
- Experience level
- Senior · 5+ years
- Apply by
- Oct 15, 2026
- Posting language
- English
- Working hours
- 40 hours per week
- Office presence
- 4 days per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available
Job summary
The Business Analyst will facilitate requirements and documentation using Agile and Waterfall methodologies. They will focus on the Portfolio Management aspect of Wealth Management, including asset allocations and portfolio rebalancing.
Job details
Iris's Direct client, one of the world's Premier Investment Bank is looking to hire a strong Business Analyst - Wealth Management for a Contract to Hire opportunity in Downtown, Toronto. Hybrid - Toronto - 4 days from office Job Description: Business Analyst with some Wealth Management experience Excellent communication – able to get point across clearly and effectively. Strong BSA discipline (Agile and waterfall methodologies (or hybrid) and documentation and requirement facilitation methods) - 5-10 years of experience as a BA / BSA Understanding of the Portfolio Management aspect of Wealth Management – Asset Allocations, Portfolio Rebalancing, Modeling, Market Values, Positions, Rate of Return, Projected Monthly Income, etc. Anurag Dang Iris Software 200 Metroplex Drive, Suite #300 Edison, NJ 08817 Mobile: 732-535-0734 anurag.dang@irissoftware.com www.irissoftware.com
What you’ll do
The Business Analyst will facilitate requirements and documentation using Agile and Waterfall methodologies. They will focus on the Portfolio Management aspect of Wealth Management, including asset allocations and portfolio rebalancing.
Requirements
Candidates must have 5-10 years of experience as a BA/BSA with strong communication skills. Expertise in Wealth Management concepts such as market values, positions, and projected monthly income is required.
Listed skills
- Documentation · Preferred
- Business analysis · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Business Analysis
- Wealth Management
- Agile Methodology
- Waterfall Methodology
- Requirement Facilitation
- Portfolio Management
- Asset Allocation
- Portfolio Rebalancing
- Financial Modeling
- Market Value Analysis
- Rate of Return Calculation
- Documentation
Job areas
- Finance & Accounting
- Consulting
- Data & Analytics
- Technology
- Software