Senior Business Analyst

Senior Business Analyst 
Location Address: WFH (Toronto)
Contract Duration: 6 months from starting date
Number of Positions: 1
Scheduled Hours: Mon – Fri 37.5 h
Extension: Yes
FTE: Possible

Description:

Wealth Management Digital Transformation: Senior Business Analyst
Job Description
Wealth Management (SWM) is one of the largest integrated Wealth Management firms in Canada. Headquartered in Toronto, with offices across Canada and around the world. Their job is to provide clients with financial advice and products to maximize their wealth.
We are recruiting for a Senior Business Analyst to join our Digital Transformation group.

Project: Reporting to a Director, and taking day-to-day direction from the Initiative Lead, the Senior Business Analyst will be responsible for working with the business stakeholders to understand the current state business processes then identify & document optimal future state processes for the usage of both the business & for technology teams.

Role specific accountabilities:

Business Analysis & Basic Consulting
• 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.
Relationships & Communication
• 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 Technology, 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.
• Collaborate with colleagues across the organization to get things done.

Required skills/ Must have

• 3-5 years of experience in business analysis – CBAP an asset
• Experience in illustrating/documenting business processes
• Demonstrated superior computer skills, including MS Visio, MS Excel, MS Word, MS PowerPoint

Nice to have
• Knowledge of Wealth Management concepts is a big plus (financial planning, estate planning, succession planning, investments etc.)
• Training/Experience in Agile methodology an asset
• Preference given to candidates with strong financial services industry experience
• Familiarity with client facing applications an asset
Soft skills
• Ability to present and tailor the message and delivery based on the audience
• Detail oriented

Education
• University degree, college diploma or equivalent experience

Interview:
2 step interview
1 interview, with HM & technology team, 30 min, video conference
2 interview with Product Owner & BA member, 30 min, video conference