Responsibilities

Engage with portfolio managers, middle office, and trading desks to capture and analyze business needs

Translate requirements into transparent functional specifications, process flows, and user stories with acceptance criteria

Partner with the Product Owner to refine and prioritize the backlog in line with strategic objectives

Support delivery of solutions that strengthen efficiency, transparency, and compliance in collateral processes

Review source code to validate and/or extract process workflows

Track progress, remove blockers, and promote agile best practices

Break down stories into appropriately sized pieces for sprint planning

Drive continuous improvement within the team

Business Analysis & Requirements Gathering

Engage with portfolio managers, middle office, and trading desks to capture and analyze business needs

Translate requirements into clear functional specifications, process flows, and user stories with acceptance criteria

Partner with the Product Owner to refine and prioritize the backlog in line with strategic objectives

Support delivery of solutions that strengthen efficiency, transparency, and compliance in collateral processes

Review source code to validate and/or extract process workflowsTrack progress, remove blockers, and promote agile best practices





Break down stories into appropriately sized pieces for sprint planning

Drive continuous improvement within the team

Stakeholder Management & Delivery

Act as a key liaison between business stakeholders and technology teams

Ensure timely delivery of features and initiatives, highlighting risks and dependencies

Communicate status updates and findings clearly to senior management and stakeholders

Skills – Must Have

Bachelor’s degree in Finance, Business, Computer Science, Data, or related field

Proven experience as a Business Analyst in capital markets, with a solid understanding of portfolio management and the trade lifecycle

Strong analytical mindset with attention to detail

Excellent communication and facilitation skills

Collaborative, proactive, and adaptable to dynamic business needs

Outcome‑focused, with the ability to balance business priorities and technical constraints

Excellent problem‑solving, documentation, and stakeholder management skills

Nice to Have

Strong data analysis skills, including ability to query, validate, and interpret datasets

Familiarity with portfolio management systems such as Bloomberg, Charles River, BlackRock Aladdin

Agile certification (CSM, PSM)

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📌 Technical Business Analyst - Toronto, ON (Hybrid) (Ontario)
🏢 Pozent
📍 Ontario