Business Analyst - Wealth Management

Toronto, ON
Hybrid
Posted Oct 16, 2026
1 position

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Employment type: Full-time
Experience level: Senior · 5+ years
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

Apply business analysis practices to support wealth management work, with a focus on portfolio management concepts such as asset allocation, rebalancing, modeling, market values, positions, rates of return, and projected monthly income. Facilitate requirements and produce documentation using Agile, Waterfall, or hybrid approaches.

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

Requirements

Requires 5–10 years of experience as a Business Analyst or Business Systems Analyst and some wealth management experience. Candidates should communicate clearly and have strong business analysis discipline, including requirements facilitation and documentation across Agile, Waterfall, or hybrid methodologies.