Business Analyst with Wealth Management experience A Bachelor’s or Higher Degree is the minimum entry required for the position
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Job Description Skill Set : Business Analysis,wealth,Portfolio,Investment
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 modern, modular, API-driven architectures.
Define:
Business Rules
Process Flows
Data Flows
System Interactions
Integration Patterns
Conduct gap analysis between:
Participate in domain-driven design and business capability modeling workshops.
Lead analysis and design across key portfolio management functions including:
Transaction Processing
Performance Measurement and Attribution
Asset Allocation
Investment Reporting
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
Analyze and reconcile:
Transactions
Holdings
Positions
Cash Balances
Market Values




Performance Results
Validate business calculations and financial outputs.
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.
Robust experience working with legacy-to-modern platform migrations.
Technical Skills
Advanced SQL and data analysis expertise.
Strong understanding of:
Data Mapping
System Integration
APIs
Batch Processing
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
The pay rangeforthis role is CAD $100,000- $110,000 per annumincluding any bonuses or variable pay. Tech Mahindra also offers benefits like medical, vision, dental, life, disability insuranceand paid time off (including holidays, parental leave, and sick leave, as required by law). The exact offer terms will depend on the skill level, educational qualifications, experience and location of the candidate. This job is open for contract as well with a pay range of CAD 55-60/hr (max.)
AI tools may assist in the recruitment process; however, all hiring decisions are made by the recruitment team based on a comprehensive evaluation of candidates.
“Tech Mahindra is an Equal Employment Opportunity employer. We promote and support a diverse workforce at all levels of the company. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, age, national origin, or disability. All applicants will be evaluated solely on the basis of their ability, competence, and performance of the essential functions of their positions with or without reasonable accommodations. Reasonable accommodations also are available in the hiring process for applicants with disabilities. Candidates can request a reasonable accommodation by contacting the company ADA Coordinator at [email protected] .”

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📌 Business Analyst with Wealth Management experience (Ontario)
🏢 Tech Mahindra
📍 Ontario