Business Analyst – Wealth Management & Trading

I’m Hiring: Business Analyst – Wealth Management & Trading (Full-Time)

We are looking for an experienced Business Analyst with strong Wealth Management and Trading domain expertise to join our consulting team in Toronto.

📍 Location: Downtown Toronto (Hybrid – 3 to 4 days/week in office)

Key Requirements:
• 6+ years of experience in Wealth Management and trading
• Strong understanding of front-to-back wealth management business processes, trade lifecycle.
• Experience in Portfolio Management, Client Onboarding, KYC, AML, and Trading Operations
Experience in API, Integrations, trading messaging standards such as SWIFT and FIX protocols.
• Exposure to client-focused platforms such as Customer 360, Wealth 360, or similar wealth management solutions
• Experience working closely with Business Stakeholders, Product Owners, Operations, and Technology teams

• Hands-on experience in:

* Requirements Gathering
* Gap Analysis
* User Story Creation
* Backlog Refinement
* Agile Delivery
* Confluence & JIRA
* Strong SQL and Data Mapping skills
* Familiarity in using Visio or lucid charts or any relevant tools
* PMI-PBA or CBAP (would be advantageous)

We are looking for candidates who can bridge business and technology teams while driving successful delivery in a wealth management environment.

📩 Please DM me only if you have relevant Wealth Management and Trading experience.