Category: Open, Permanent, Full Time, Monday-Friday, Regular Hours

Location: Hybrid

Salary: $50,000 to $75,000

Overview

PortfolioAid is looking for a skilled Business Systems Analyst I with the ability to analyze system interactions and to be able to clearly articulate and document end-to-end system flows. Servicing Canada’s leading wealth management firms, PortfolioAid is looking for industry professionals that want to help PortfolioAid achieve its goal of protecting the financial freedom of every Canadian investor.

Principal duties of the job

- Ability to understand business questions and issues, think strategically, synthesize information quickly
- Work with internal and external stakeholders to document detailed business requirements based on workflows required throughout the project lifecycles
- Be a professional face of the company in all client interactions, providing recommendations that fit within the framework of PortfolioAid’s solutions
- Work with PortfolioAid’s development, business analyst, and QA teams to ensure product design addresses business requirements based on system capabilities

Essential Qualifications

- Post-secondary undergraduate or college degree, preferably with a business, mathematics, engineering, or computer science focus
- Work experience in business/product roles, or Wealth Management/Compliance




- Proven presentation skills for internal and external audiences
- Excellent verbal and written communication skills
- Ability to understand business questions and issues, think strategically, synthesize information quickly
- Robust analytical and communication skills, with the ability to communicate clearly and concisely
- Ability to analyse system interactions and clearly articulate and document end-to-end system workflows
- Experience with data extraction, manipulation, and visualization tools preferred
- Comfortable in operating in a dynamic, fast-paced environment
- Ability to independently manage deadlines while multitasking between different projects
- Good knowledge of excel

Preferred Qualifications

- Experience with regulatory compliance in wealth management sector
- Knowledge with PortfolioAid’s suite of products
- Working knowledge of brokerage platforms (e.g., Dataphile, BPS, ISM, Univeris, RPM)
- Fluent in French

Use of Artificial Intelligence in Recruitment

PortfolioAid uses artificial intelligence (AI) tools to support parts of the recruitment and screening process. These tools may assist in reviewing application materials or identifying candidate qualifications. All hiring decisions involve human review.

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📌 Business System Analyst I (Toronto)
🏢 Portfolio Aid
📍 Toronto