**Job Title: Business Analyst with Wealth Management

Location: Toronto, ON (3x onsite a week)

Employment Type: Contract

Pay Rate: CAD$45/HR INC** 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.

Experience Required Qualifications

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

Disclaimer: 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.

📌 Business Analyst with Wealth Management (Toronto)
🏢 Aarorn Technologies
📍 Toronto