Are you a seasoned business analyst with deep investment product expertise?

Working with one of our top financial clients, this role calls for a Sr Business Analyst-Investments/Mutual Funds. This position offers an exciting opportunity to contribute to large-scale enterprise projects supporting investment product and platform optimization within a prominent banking setting. The successful candidate will work closely with senior stakeholders, supporting a complex investment data and platform transformation.

Pay rate range (CAD): $70.00/hr– $75.00/hr

Responsibilities

Collaborate with business stakeholders to understand and define investment-related requirements, ensuring alignment with business objectives

Facilitate requirements gathering sessions, challenge and clarify stakeholder needs, and document detailed business requirements

Identify impacted stakeholders, develop stakeholder engagement strategies, and manage expectations effectively

Conduct requirements walkthroughs and obtain formal approval and sign-off from stakeholders

Translate business needs into clear, structured requirements suitable for technology teams, supporting both Agile and Waterfall methodologies

Support the transition of finalized requirements into the delivery phase and assist in issue resolution throughout the process

Work closely with Regulatory, Legal, and Compliance teams to ensure requirements meet all relevant Canadian regulatory standards, including CRA, CIRO, MFDA, and IIROC

Maintain comprehensive documentation in tools such as Jira and Confluence; optionally utilize Visio and process mapping tools for business process visualization





Demonstrate a proactive ownership mentality, independently identifying gaps and acting as a subject matter expert in investment products and processes

Effectively communicate complex business concepts to diverse audiences, including senior leadership, and prepare presentation materials as needed

Desired Skill-Set

Minimum of 6-8+ years of business analysis experience within banking or financial services

Extensive hands-on knowledge of investment products, especially mutual funds, GICs, stocks/ETFs, RRSPs, RESPs, TFSAs, and registered investment products

Proven experience supporting large-scale enterprise initiatives involving complex investment platforms and product migrations or conversions

Strong understanding of Canadian registered investment products and regulatory environments, including CRA, CIRO, MFDA, and IIROC frameworks

Demonstrated ability to gather, validate, and prioritize requirements directly from business stakeholders, managing ambiguous situations with confidence

Excellent stakeholder management skills, especially with regulatory, legal, and compliance groups

Adept at requirement documentation, walkthroughs, and obtaining stakeholder approval





Experience working across multiple methodologies (Agile & Waterfall) with tools such as Jira and Confluence

Strong communication and presentation skills, with the ability to engage effectively with senior and executive audiences

Self-starter with ownership mentality, capable of working independently and driving requirements to completion

Nice to Have

Asset management or securities industry experience

Wealth management exposure within banking or financial institutions

Investment platform migration and client data management experience

Digital investment journey or customer experience know-howBusiness process mapping and process flow documentation skills

Certification in business analysis or financial services (not required)

Experience with digital customer journeys and platform conversions involving substantial client data

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.

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📌 Sr Business Analyst-Investments/Mutual Funds (Ontario)
🏢 BeachHead
📍 Ontario