Business Analyst - Capital Markets

Capital Markets - Business Analyst - Non-IT – 4 Location Address: 40 King Street W 15th Floor – hybrid – onsite 4x/week Contract Duration: 6 months with Possibility of extension Number of Positions: 1 Schedule Hours: 9am-5pm Monday-Friday; standard 37.5 hrs/week (Possible OT) Candidate Requirements/Must Have Skills: 1. 8+ years of Business Analysis experience, preferably in Wealth Management, Asset Management, Direct Indexing (capital market) 2. 5+ years of experience leading requirements management, process mapping, user stories, acceptance criteria, and solution validation. 3. 5+ years of experience working in Agile delivery environments. 4. 5+ years of experience supporting UAT, implementation, and post-launch stabilization 5. Experience with portfolio management platforms (Charles River, MPower) Nice-To-Have Skills: - SQL - data analysis, and reporting experience -change management experience Best VS. Average Candidate: The ideal candidate brings strong business analysis experience, with expertise in wealth management, investment platforms, portfolio management processes, and Agile delivery, along with a proven ability to deliver results in a fast-paced, collaborative environment. Candidate Review & Selection 2 rounds 1st round – HM + Business Lead – 45 mins – in-person (case study) 2nd round – VP – 15 mins – MS Teams Video (cultural fit) For 1st round in-person IV, the candidates will receive a case study prior to the IV that they will have to analyze and present during the IV. Instructions will be included once the HM sends out the case study, HM will allow for at least 48 hours to prepare for IV. The candidates will be expected to prepare a 2-page slide presentation (5-10 mins of presentation time) The IV will take place at 40 King Street W. -Candidates will meet HM near elevators and they will be escorted up to the 15th floor. Regards Deepthi R Sr. Technical Recruiter 647-254-0803‬ [email protected]

The Business Analyst will lead requirements management, process mapping, and solution validation within a capital markets environment. They will support UAT, implementation, and post-launch stabilization using Agile delivery methodologies.

Candidates must have over 8 years of business analysis experience in Wealth or Asset Management and 5+ years in Agile environments. Proficiency with portfolio management platforms like Charles River or MPower is required.

• SQLSouhaitée
• Analyse d’affairesSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Business Analysis
• Wealth Management
• Asset Management
• Direct Indexing
• Requirements Management
• Process Mapping
• User Stories
• Acceptance Criteria
• Solution Validation
• Agile Delivery
• User Acceptance Testing
• Implementation
• Post-launch Stabilization
• Charles River
• MPower
• SQL

• Finance & Accounting
• Consulting
• Data & Analytics
• Management & Leadership

Expérience minimale

10+ ans

Postuler avant le

3 sept. 2026

Langue de l’offre

anglais

Heures de travail

38 heures par semaine

Présence au bureau

4 jours par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte