TekStaff's Client has a current vacancy for "Business Aanlyst"

Typical Day in Role:

Business Analysis & Requirements Management

- Lead business analysis activities for Direct Indexing initiatives, partnering with stakeholders to advance business needs, evaluate solution options, and translate requirements into clear, actionable deliverables.
- Manage requirements throughout the delivery lifecycle, ensuring alignment between business objectives, technology solutions, and operational processes.
- Support backlog refinement, prioritization, release planning, and business readiness activities while proactively identifying risks, dependencies, assumptions, and constraints.
- Act as a trusted subject matter expert, providing insights and recommendations to support decision-making and successful delivery.

Process Design & Client Experience

- Analyze and document current-state processes and partner with stakeholders to design future-state solutions that support the Direct Indexing operating model and client lifecycle.
- Evaluate end-to-end business processes, system interactions, and user journeys to identify opportunities to improve efficiency, scalability, controls, and advisor/client experience.
- Ensure business process, operational, and technology impacts are fully understood and reflected in requirements, solution design, and acceptance criteria.
- Document workflows, operating models, roles and responsibilities, business rules, and process dependencies to support implementation, governance, and ongoing operations.
- Partner with Change Management and business stakeholders to assess impacts, support operational readiness, and enable successful adoption of new processes and capabilities.
- Provide recommendations grounded in customer,



advisor, and employee experience considerations, while ensuring solutions are practical, sustainable, and aligned with business objectives.

Stakeholder Engagement & Delivery Support

- Collaborate with business sponsors, portfolio management, trading, operations, technology, risk, compliance, legal, and external partners to drive alignment and delivery outcomes.
- Facilitate workshops, discovery sessions, reviews, and decision forums to define requirements, resolve issues, and build consensus.
- Communicate project status, priorities, risks, and key decisions effectively across business and technology teams.

Testing, Implementation & Change Readiness

- Support testing and implementation activities, including business validation, user acceptance testing, defect management, and solution readiness assessments.
- Assist with implementation planning, process updates, user communications, training materials, and post-launch stabilization to ensure successful adoption.

Governance, Risk & Continuous Improvement

- Ensure solutions, processes, and documentation align with governance, compliance, risk, and regulatory requirements.
- Contribute to the development of a robust and scalable Direct Indexing operating model, with appropriate controls, oversight, and auditability.
- Identify opportunities to leverage technology, automation,



and process improvements to enhance operational effectiveness and advisor/client experience.
- Promote a robust risk culture and support an inclusive, collaborative, and high-performing team environment.

Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursues effective and efficient operations of his/her respective areas in accordance with client bank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment.

Candidate Requirements/Must Have Skills:

1. 8+ years of Business Analysis experience, preferably in Wealth Management, Asset Management, Direct Indexing (capital market)
2. 5+ years of experience leading requirements management, process mapping, user stories, acceptance criteria, and solution validation.
3. 5+ years of experience working in Agile delivery environments.
4. 5+ years of experience supporting UAT, implementation, and post-launch stabilization
5. Experience with portfolio management platforms (Charles River, MPower)

Nice-To-Have Skills:

- SQL
- data analysis, and reporting experience

-change management experience TekStaff may use artificial intelligence (AI) tools as part of the applicant screening process. However, applications will also be reviewed by a member of our Recruitment team to ensure a fair and thorough assessment.

📌 Business Analyst (Toronto)
🏢 Tekstaff IT Solutions
📍 Toronto