Requisition ID: 229515
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
We are seeking an experienced Lead Business Analyst to lead a team of senior business analysts and drive requirements gathering for key initiatives within our Canadian Wealth Management systems portfolio. This role demands a strong understanding of wealth management platforms, excellent analytical skills—including hands-on SQL proficiency—and the ability to guide cross-functional collaboration. Experience with Charges River or a similar portfolio management and trade execution system is strongly preferred.

IS THIS ROLE RIGHT FOR YOU? IN THIS ROLE YOU WILL:

• Lead and mentor a team of senior business analysts, ensuring high-quality analysis and documentation standards.
• Manage full lifecycle requirements gathering and documentation for enhancements, integrations, and regulatory projects within the wealth management domain.
• Collaborate with business stakeholders, technology teams, and vendors to define solutions aligned with strategic goals.
• Conduct stakeholder interviews, facilitate workshops, and analyze complex processes to extract business and technical requirements.
• Author detailed business requirement documents (BRDs), user stories, use cases, process flows, and wireframes.
• Use SQL to query databases, validate data requirements, perform gap analysis, and support data-driven decision-making.
• Partner with development and QA teams to validate technical designs and ensure test coverage aligns with requirements.
• Leverage your knowledge of Canadian wealth management operations such as onboarding, trade execution, fee processing, and regulatory compliance.
• Contribute to continuous improvement of business analysis frameworks, tools, and templates.

DO YOU HAVE THE SKILLS THAT WILL ENABLE YOU TO SUCCEED IN THIS ROLE? WE’D LOVE TO WORK WITH YOU IF YOU HAVE:

• Bachelor’s degree in Business, Finance, Information Technology, or a related discipline; advanced degrees or certifications (CBAP, PMP, CSC) are a plus.
• 7+ years of experience in business analysis, with at least 2 years in a lead or managerial capacity.
• Strong knowledge of Canadian wealth management systems, operations, and regulations.
• Proficient in SQL – able to write and interpret complex queries for data analysis and validation.
• Preferred: Experience with Charges River or similar portfolio management and trade execution wealth platforms
• Proven leadership, mentorship, and stakeholder management experience.
• Strong communication skills with the ability to translate business needs into technical requirements.
• Comfortable working in both Agile and Waterfall methodologies