Duration:

12 month contract

Must have:

- 10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects.

- Knowledge of Portfolio Management and Performance Measurement is a definite advantage

- Knowledge of systems used by Investment Advisors for Client Account Management, Relationship Management, Financial Planning and Portfolio Management (such as Alladin, Charles River and Broadridge) is a definite advantage

- Solid problem solving and analytical skills. Ability to multi-task in a multi-faceted role within a high paced setting.

- Strong relationship management, communication, negotiation, and interpersonal skills.

- Solid understanding of requirements elicitation, analysis, documentation and management.

- Experience in large-scale implementations of third-party solutions.

- Hands-on experience in business process modelling using UML, BPMN or similar techniques.

- Hands-on experience in identifying, documenting, and communicating data requirements.

- Knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile).

- Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage.

- Working knowledge of SQL is a strong asset.

- Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset.10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects.

- Solid understanding of requirements elicitation, analysis, documentation and management.

- Ability to apply techniques associated with data and process modeling.





- Advanced knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile).

Nice to have:

- Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage

- Experience in defining business rules and using UML for visual modeling is a strong advantage

- Hands-on experience with use cases and user stories is an asset

- Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset.

- Working knowledge of SQL is an asset.

- University degree/college diploma

- Canadian Securities Course or related certification is an asset.

Our client…

A complex life insurance organization.

Responsibilities:

- Acts as the primary contact/relationship manager for a portfolio of business partners in the development and implementation of strategic directions, new business opportunities, product initiatives, and service developments.

- Consults with the business to understand its goals and objectives for a specific initiative or project and advises the business on the functionality, applicability, and usability of alternative technology.

- Responsible for owning the solution to satisfy the business need.

- Elicits, analysis, documents and manages business and solution requirements.

- Acts as a primary requirements management contact on projects.

- Recommends process improvements.

- Builds relationships and works collaboratively with stakeholders to identify solutions and resolve variance from product/application specifications.

- Reviews testing documentation and participates in triaging defects to ensure business needs and solution requirements are met.

📌 Sr Data Analyst: Investment Management (Greater Toronto Area)
🏢 isgSearch
📍 Greater Toronto Area