Canadian Wealth Management expertise meets trading platform modernization in this Business Systems Analyst position with Insight Global. Use AI tools to accelerate analysis and documentation.

As a Business Systems Analyst, you will partner with business and technology teams supporting a major trading platform modernization initiative. The work includes gathering requirements, analyzing trading processes, and examining portfolio management practices. Your background should include Canadian Wealth Management, trade lifecycle knowledge, and hands-on AI tool use.

Key Responsibilities:

- Partner with business and technology teams
- Gather requirements from relevant stakeholders
- Analyze trading and portfolio management processes
- Leverage AI tools for analysis and documentation




- Support a major trading platform modernization initiative

Requirements:

- Five or more years of Canadian Wealth Management experience
- Understanding of order initiation, rebalancing, execution, and posting
- Knowledge of cash management, IPS, positions, and performance metrics
- Experience eliciting and documenting requirements
- Hands-on use of Copilot, ChatGPT, or similar AI tools

Apply your Wealth Management, requirements analysis, and AI tool experience to trading platform modernization at Insight Global.

📌 Canadian Wealth Management Business Analyst (Toronto)
🏢 Insight Global
📍 Toronto