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Posted 4 months ago

Senior Business Analyst - Wealth Management

@ Astra North Infoteck Inc.

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Toronto, Ontario

Contract
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Overview

Astra North Infoteck Inc. is hiring a senior business analyst on contract for Wealth Management and Investment Management. The role leads business and systems analysis for client, portfolio, account, transaction and data warehouse solutions, supporting legacy-to-modern platform transformation. Strong knowledge of investment products and Agile delivery is required.

Responsibilities:

  • Lead business and systems analysis initiatives across Wealth and Investment Management
  • Define requirements, data mappings and solutions for platform transformations
  • Collaborate with stakeholders, architects, product owners and development teams
  • Support modernization and digital transformation initiatives

Requirements summary:

  • Wealth Management and investment products knowledge
  • Business analysis skills including requirements gathering and user stories
  • Agile experience with Scrum, SAFe, Jira and Confluence
  • Preferred: CBAP, PMI-PBA, CSPO or SAFe certification

Tools & skills

JiraConfluence
Source and dates

Source type not verified · zoho

Employer posting date
2026-07-01
First seen by our source
2026-10-11
Source record updated
2026-10-11

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

Job details

SenioritySenior
DepartmentBusiness operations
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high

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

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Astra North Infoteck Inc.

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Job description

Senior Business Analyst - Wealth Management

Role Summary

  • Lead business and systems analysis initiatives across Wealth Management and Investment Management.
  • Support business functions involving clients, portfolios, accounts, transactions, and data warehouse solutions.
  • Collaborate with business stakeholders, architects, product owners, and development teams to define requirements, data mappings, and strategic solutions for legacy-to-modern platform transformations.
  • Support modernization and digital transformation initiatives.

Required Skills

Wealth Management Domain

  • Wealth Management.
  • Investment Products.
  • Portfolio Management.
  • Client and Account Data.
  • Trading Lifecycle.
  • Equities.
  • Fixed Income.
  • Mutual Funds.
  • ETFs.
  • Alternative Investments.

Business Analysis

  • Business Systems Analysis.
  • Requirements Gathering.
  • Functional Specifications.
  • Non-Functional Requirements.
  • User Stories.
  • Acceptance Criteria.
  • Gap Analysis.
  • Business Process Modeling.
  • Stakeholder Management.

Agile Tools

  • Jira.
  • Confluence.
  • Agile.
  • Scrum.
  • SAFe.

Preferred Qualifications

  • Prior experience in Wealth Management.
  • CBAP, PMI-PBA, CSPO, or SAFe certifications.
  • Experience with regulatory reporting.
  • Exposure to SEC, FINRA, and MiFID II.
  • Knowledge of GDPR and CCPA.
  • Experience supporting digital transformation initiatives.

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