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.
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📌 Canadian Wealth Management Business Analyst Toronto
🏢 Insight Global
📍 Toronto