Business Analyst – Mutual fund

Are you a skilled Business Analyst with experience in mutual funds and financial projects? Apply Now!

Working with one of our top financial clients, this role calls for a Business Analyst – Mutual Fund. This position involves supporting a major migration project, one of the bank’s largest initiatives, requiring strong documentation, stakeholder communication, and process modeling skills to facilitate a seamless transition to a new book of record.

Pay rate range (CAD): $64.49/hr – $77.39/hr

Responsibilities

Meet with partners to understand current processes and document requirements for the future state
Host meetings to gather essential information supporting conversion activities
Analyze business needs and propose practical recommendations and solutions proactively
Develop detailed requirement documentation and process maps using advanced Excel and PowerPoint
Collaborate effectively with diverse stakeholders to ensure project success
Support project timelines and deliverables, ensuring milestones are met
Desired Skill-Set

Proven experience in documenting business requirements and process mapping
Proficiency in advanced Excel and PowerPoint
Strong communication skills, able to articulate ideas clearly and concisely
Ability to work independently and manage multiple priorities effectively
Comfortable hosting and participating in stakeholder meetings
Nice to Have

Mutual Fund licensing or knowledge
Experience in banking environments
Previous Financial Corporation experience
Familiarity with investments, mutual funds, registered products, CIRO, or Fundserve