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 environment. 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/hrResponsibilitiesCollaborate with business stakeholders to understand and define investment-related requirements, ensuring alignment with business objectivesFacilitate requirements gathering sessions, challenge and clarify stakeholder needs, and document detailed business requirementsIdentify impacted stakeholders, develop stakeholder engagement strategies, and manage expectations effectivelyConduct requirements walkthroughs and obtain formal approval and sign-off from stakeholdersTranslate business needs into clear, structured requirements suitable for technology teams, supporting both Agile and Waterfall methodologiesSupport the transition of finalized requirements into the delivery phase and assist in issue resolution throughout the processWork closely with Regulatory, Legal, and Compliance teams to ensure requirements meet all relevant Canadian regulatory standards, including CRA, CIRO, MFDA,



and IIROCMaintain comprehensive documentation in tools such as Jira and Confluence; optionally utilize Visio and process mapping tools for business process visualizationDemonstrate a proactive ownership mentality, independently identifying gaps and acting as a subject matter expert in investment products and processesEffectively communicate complex business concepts to diverse audiences, including senior leadership, and prepare presentation materials as neededDesired Skill-SetMinimum of 6-8+ years of business analysis experience within banking or financial servicesExtensive hands‐on knowledge of investment products, especially mutual funds, GICs, stocks/ETFs, RRSPs, RESPs, TFSAs, and registered investment productsProven experience supporting large-scale enterprise initiatives involving complex investment platforms and product migrations or conversionsStrong understanding of Canadian registered investment products and regulatory environments, including CRA, CIRO, MFDA, and IIROC frameworksDemonstrated ability to gather, validate, and prioritize requirements directly from business stakeholders, managing ambiguous situations with confidenceExcellent stakeholder management skills, especially with regulatory, legal, and compliance groupsAdept at requirement documentation, walkthroughs,



and obtaining stakeholder approvalExperience working across multiple methodologies (Agile & Waterfall) with tools such as Jira and ConfluenceStrong communication and presentation skills, with the ability to engage effectively with senior and executive audiencesSelf‐starter with ownership mentality, capable of working independently and driving requirements to completionNice to HaveAsset management or securities industry experienceWealth management exposure within banking or financial institutionsInvestment platform migration and client data management experienceDigital investment journey or customer experience know-howBusiness process mapping and process flow documentation skillsCertification in business analysis or financial services (not required)Experience with digital customer journeys and platform conversions involving substantial client dataBeachHead is an equal prospect 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.Privacy Policy

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