Senior Analyst for Wealth Portfolio Systems
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 02, 2026
Become a key player in wealth management as a Senior Analyst focused on data and systems. Drive governance initiatives, support Agile models, and mentor a skilled team.
In this role, you will ensure delivery readiness through effective data mapping and documentation. Your strong understanding of wealth management processes will guide the identification of quality issues and foster improvements across initiatives. Lead business development efforts and enhance client engagement with your expertise.
Key Responsibilities:
• Manage data mapping and reconciliation processes
• Validate data quality and support UAT testing
• Lead and mentor a team of data analysts
• Contribute to documents for client presentations and proposals
• Support compliance with internal governance standards
Requirements:
• 7+ years of experience in business analysis
• In-depth knowledge of wealth management workflows
• Proficient in Jira and Confluence for documentation
• Familiar w...
In this role, you will ensure delivery readiness through effective data mapping and documentation. Your strong understanding of wealth management processes will guide the identification of quality issues and foster improvements across initiatives. Lead business development efforts and enhance client engagement with your expertise.
Key Responsibilities:
• Manage data mapping and reconciliation processes
• Validate data quality and support UAT testing
• Lead and mentor a team of data analysts
• Contribute to documents for client presentations and proposals
• Support compliance with internal governance standards
Requirements:
• 7+ years of experience in business analysis
• In-depth knowledge of wealth management workflows
• Proficient in Jira and Confluence for documentation
• Familiar w...