IMCS Group
Business Analyst – Wealth Management
Toronto ON Canada
Key Responsibilities
- Lead business and systems analysis activities for modernization initiatives within portfolio management, client advisory, and investment operations.
- Collaborate with business stakeholders, solution architects, and development teams to gather and translate requirements for transitioning legacy wealth management systems to modern platforms.
- Work closely with product owners and scrum teams to define epics, user stories, and acceptance criteria in Agile environments.
- Participate in application rationalization and data migration planning for legacy-to-cloud transformations.
- Support integration of front, middle, and back-office wealth systems, including CRM, portfolio management, risk, and compliance tools.
- Ensure solutions align with regulatory and security standards and meet advisor and client experience goals.
- Act as a liaison between business users and technical teams, ensuring smooth communication and solution delivery.
Skills: (MUST HAVE)
Wealth Management
Finance and Accounting
ESSENTIAL_SKILLS
- Bachelor’s degree in Finance, Computer Science, Information Systems, or related field.
- 5 years of experience as a Business Systems Analyst, with a strong focus on Finance and wealth advisory domains.
- Proven experience working on digital transformation or core system modernization initiatives.
- Strong understanding of microservices, APIs, cloud-native architecture, and integration patterns.
- Solid knowledge of investment products and services: equities, fixed income, mutual funds, ETFs, alternatives, etc.
DESIRABLE_SKILLS
Experience working with enterprise integration tools and API gateways (e.g., MuleSoft, Apigee).
Knowledge of cloud platforms (AWS, Azure, GCP) and modern DevOps environments.
Agile/Scrum certification (CSPO, Safe) or business analysis certification (CBAP, PMI-PBA).? Exposure to regulatory frameworks (e.g., SEC, FINRA, MiFID II) and data privacy compliance (GDPR, CCPA).
Source ⇲
