Drive client success at d1g1t as a Business Analyst specializing in wealth management solutions. Join a energetic team leveraging innovative analytics tools to enhance client interactions.

d1g1t invites a passionate individual to join our client service team as a Business Analyst. You will engage with portfolio managers and operational professionals, providing comprehensive support through data analysis, system configuration, and user training on our wealth management platform. If you're eager to learn in a startup environment, this role presents substantial growth opportunities.

Key Responsibilities:
• Assist clients with functional and data-related inquiries
• Customize the d1g1t platform for business needs
• Manage daily reconciliation tasks efficiently




• Support software delivery and user training initiatives
• Create insightful reports to monitor client success

Requirements:
• Degree in business, engineering, or quantitative field
• 1-5 years relevant experience in investment management
• Familiarity with Excel, SQL, Python, and Slack
• Detail-oriented with strong analytical capabilities
• Eager to contribute to client success in finance

This role offers significant learning experiences and the chance to impact client satisfaction directly at d1g1t.
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📌 Wealth Management Business Analyst (Ontario)
🏢 Portage Ventures GP
📍 Ontario