Role: Business Analyst with Wealth Management experience

Location: 155 Wellington St W, Toronto, ON M5V 3H6, Canada

Hybrid: (3 to 4 days office)

- Lead functional analysis activities for Portfolio Management modernization initiatives.
- Define future-state business capabilities and functional architecture.
- Create:
- Functional Specifications
- Business Requirements Documents (BRDs)
- Functional Requirements Documents (FRDs)
- User Stories
- Use Cases
- Process Workflows
- Acceptance Criteria
- Translate legacy ClientLink and Portfolio Management functionality into contemporary, modular, API-driven architectures.
- Define:
- Business Rules
- Process Flows
- Data Flows
- System Interactions
- Integration Patterns
- Conduct gap analysis between:
- Current State Architecture
- Future State Architecture
- Participate in domain-driven design and business capability modeling workshops.

Portfolio Management Domain Analysis Lead analysis and design across key portfolio management functions including:
- Portfolio Position Management
- Transaction Processing
- Portfolio Valuation
- Performance Measurement and Attribution
- Portfolio Accounting
- Portfolio Rebalancing
- Asset Allocation
- Model Portfolio Management
- Portfolio Analytics
- Investment Reporting
- Advisor Workflows
- Client Reporting
- Corporate Actions
- Security Master & Instrument Management

Deep understanding of portfolio management functions such as asset allocation, portfolio position keeping, portfolio valuation, performance measurement, order management, and portfolio analysis is highly desirable. Data Analysis & Reconciliation
- Perform complex SQL-based data investigations.
- Analyze and reconcile:




- Transactions
- Holdings
- Positions
- Cash Balances
- Market Values
- Performance Results
- Validate business calculations and financial outputs.
- Trace data end-to-end across multiple systems.
- Support data migration and modernization efforts.
- Identify data quality issues and define remediation strategies.

- Required Qualifications

Experience

- 10+ years of Business Systems Analysis experience.
- 5+ years supporting Portfolio Management, Wealth Management, or Investment Management platforms.
- Proven experience on large-scale modernization or transformation programs.
- Strong experience working with legacy-to-modern platform migrations.

Technical Skills

- Advanced SQL and data analysis expertise.
- Strong understanding of:
- Data Models
- Data Mapping
- Data Reconciliation
- System Integration
- APIs
- Batch Processing
- Event-Driven Architectures
- Experience creating detailed functional and technical specifications.
- Familiarity with cloud-native and microservices architectures.

Industry experience in Wealth Management and Asset Management domains, including portfolio management, performance measurement, reporting, and investment operations, is highly relevant for this role

Preferred Qualifications

- Experience with ClientLink or similar Portfolio Management platforms.
- Experience with Charles River, Avaloq, Temenos TAP/T24, Aladdin, Eagle, SimCorp, or equivalent wealth platforms.
- Knowledge of:
- Kafka
- Event Streaming
- Microservices
- API Gateways
- Experience supporting cloud modernization initiatives.
- CFA, CIM, CSC, or equivalent investment industry certification is a plus

📌 Business Analyst with Wealth Management (Toronto)
🏢 Ardent Softsol
📍 Toronto