Business System Analyst – Wealth Management

Location: Toronto, ON (Hybrid – 4 days in office)

Domain: Banking / Financial Firm

About the Role

• Collaborate with wealth management stakeholders (Advisors, Portfolio Managers, Operations teams) to gather and document business requirements
• Translate business needs into functional and technical specifications
• Conduct gap analysis between existing systems and proposed solutions
• Create user stories, BRDs, FRDs, and process flow diagrams
• Analyze system integrations and data flows between wealth platforms
• Support data mapping, transformation, and validation
• Ensure data accuracy in client portfolios and reporting

Must-Have

• Good WM knowledge, familiar with WM data and Trading life cycle
• Experience working with data domains and mappings
• Ability to write SQL queries for data analysis
• Familiarity with P...