Location Address:Toronto, WFH
Contract Duration: 5/17 – 10/29 – possibility of extension
Story Behind the Need
Business group: Architecture and development work for the online channels.
On a day to day basis, the resource will be reporting under the Wealth Digital Transformation department.
Project: A new project has started to onboard a new vendor that will supply the Quotes & Research data, content, and a new Active Trader solution.
First few months of the project will be discovery work, research and data content to understand what should be displaying on the mobile app.
Project consists of changing to a new vendor, but also changing the platform that the mobile apps are integrated with. With the new vendor in place it will be vertically aligned.
Candidate Value Proposition: Opportunity to build an actual client experience for traders to research for the trades that need to be completed. Working with leading edge technologies and building the future for direct investing. Working with tools that help people become better traders and crafting the tools that people use to make trading decision. If you are interested in Wealth or Trading, this would be the ideal opportunity.
Typical Day in Role:
-Provide basic consulting services to business partners
-Facilitate the process optimization process by eliciting requirements in one-on-one & small group discussions and leading larger workshops and documenting the results
-Engage with business, technology, marketing, operations, compliance and other teams from various groups to gather requirements.
-Provide and apply expertise in business analysis, data mapping, creation of process flows etc.
-Complete units of analysis work and integrate that work back into project
-Assist with preparation and maintenance of documentation
-Ensuing continuity by providing cross training at the end of the assignment
-Support decision making re: project scope and prioritization by performing gap analyses, data integrity analysis, other.
-Recommend business solutions that optimize the user experience and satisfy sponsor/stakeholder needs, continually exploring and assessing options for value-add.
-Manage the detailed business requirement phase identifying, tracking and resolving issues.
-Recommend preparation of appropriate new business process documentation and ensure adequate end-user documentation.
-Assist with the completion of the Business Case by performing & analyzing relevant data queries.
-Contribute to successful project completion within budget and on time by identifying risks and developing/recommending mitigation strategies.
-Act as lead business analyst liaison between business lines, interfacing applications teams, 3rd party vendors, developers and Delivery Managers.
-Effectively communicate and build rapport with team members, stakeholders and business partners using a variety of techniques and collaboration from initiation to close.
-Manage relationships and expectations with Wealth Management business lines and partners such as Support, Operations and other teams, as well as with third-party vendors and/or content providers.
-Participate in the evaluation of third-party vendors and software as relevant.
-Prepare for and participate in complex group meetings and supports in the preparation for JAD sessions and information gathering workshops.
-Prepare and deliver presentations to business partners, selecting the appropriate approach based on the audience.
-Resolve minor conflicts/issues and escalates others as appropriate.
Candidate Requirements/Must Have Skills:
1) 5+ Business Analyst Professional Experience – illustrating/documenting business processes, use cases, agile stories, process flows – Experience to be from banking, Insurance.
2) 2+ years – Knowledge in the Wealth Management Space – familiar with trading, brokerage industry – including trading, technical analysis, fundamental analysis, important ratios.
3) Experience working with clients facing Digital Channels – brokerage for a digital channel would be ideal – does need to be in FI.
4) Demonstrated superior computer skills, including MS Visio, MS Excel, MS Word, MS PowerPoint
5) Excellent Communication Skills, verbal and written with the ability to network and have perseverance.
1) Basic Wire Framing Tools Experience – Axure, Figma, Sketch
Soft Skills Required:
1) Detail Oriented
2) Self-started, can navigate day to day individually.
Degrees: University degree, college diploma or equivalent experience.