Dive into a strategic analyst role with a financial services leader in Toronto, where you will support Direct Indexing initiatives using Agile methodologies and robust requirements management.

With over eight years of experience, the Business Analyst Specialist will engage in Wealth Management projects focused on Direct Indexing. Candidates will lead stakeholder discussions and translate business needs into effective, actionable solutions. This hybrid role, requiring onsite presence four times a week, emphasizes collaboration across technology, trading, and operations to enhance client experiences.

Key Responsibilities:
• Lead business analysis for Direct Indexing initiatives
• Manage requirements lifecycle effectively




• Design future-state client solutions through process analysis
• Collaborate closely with cross-functional teams for delivery
• Communicate project updates and resolve issues

Requirements:
• 8+ years in Business Analysis, Wealth Management preferred
• 5+ years managing requirements and user stories
• 5+ years in Agile environments
• 5+ years supporting UAT and implementation
• Experience with portfolio management platforms

Bring your expertise in analysis and Agile delivery to enhance financial solutions for the client base.
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📌 Senior Business Analyst in Toronto (Ontario)
🏢 S.i. Systems
📍 Ontario