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Posted 2 days ago

Business Analyst - Wealth Management

@ Iris Software Inc.

Toronto, Ontario

Full-time5+ years experience
Apply now
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Overview

Iris Software Inc. is hiring a Business Analyst for Wealth Management on a contract-to-hire basis in downtown Toronto for a premier investment bank client. The role is hybrid, four days a week in the office, and requires strong communication and business systems analysis experience.

Responsibilities:

  • Gather and document business requirements
  • Facilitate requirements sessions with stakeholders
  • Analyze wealth management portfolio processes
  • Communicate requirements clearly across Agile and waterfall teams

Requirements summary:

  • 5 to 10 years as a BA or BSA
  • Strong Agile and waterfall experience
  • Excellent communication skills
  • Wealth management or portfolio management knowledge

Tools & skills

Source and dates

Source type not verified · apify-linkedin

Employer posting date
2026-11-08
First seen by our source
2026-11-10
Source record updated
2026-11-10

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentBusiness operations
Experience5+ years
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish

Summary and details written by AI from the posting; the employer’s posting is the authority.

Iris Software Inc.

FieldValue
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Job description

Iris's Direct client, one of the world's Premier Investment Bank is looking to hire a strong Business Analyst - Wealth Management for a Contract to Hire opportunity in Downtown, Toronto.

Hybrid - Toronto - 4 days from office

Job Description:

Business Analyst with some Wealth Management experience

Excellent communication – able to get point across clearly and effectively.

Strong BSA discipline (Agile and waterfall methodologies (or hybrid) and documentation and requirement facilitation methods) - 5-10 years of experience as a BA / BSA

Understanding of the Portfolio Management aspect of Wealth Management – Asset Allocations, Portfolio Rebalancing, Modeling, Market Values, Positions, Rate of Return, Projected Monthly Income, etc.

Anurag Dang

Iris Software

200 Metroplex Drive, Suite #300

Edison, NJ 08817

Mobile: 732-535-0734

[email protected]

www.irissoftware.com

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