PortfolioAid is looking for skilled Business Analyst II to assist with supporting medium to large-sized projects deploying PortfolioAid's suite of RegTech and WealthTech software solutions. Servicing Canada's leading wealth management firms, PortfolioAid is looking for industry professionals that want to help PortfolioAid achieve its goal of protecting the financial freedom of every Canadian investor.
This role is ideal for someone who is detail-oriented, thrives in a dynamic environment, and has a strong understanding of the wealth management landscape in Canada.
§ Ability to understand business questions and issues, think strategically, synthesize information quickly
§ Work with internal and external stakeholders to document detailed business requirements based on workflows required throughout the project lifecycles
§ Be a professional face of the company in all client interactions, providing recommendations that fit within the framework of PortfolioAid's solutions
§ Work with PortfolioAid's development, Business Analyst and QA teams to ensure product design addresses business requirements based on system capabilities
§ Ability to lead and mentor other Business Analysts
§ 5 years of experience as a Business Analyst, preferably in financial services, wealth management, or a technology-driven organization.
§ Strong understanding of Canadian financial regulatory environment and wealth management operations.
§ Proven experience working on medium to large-scale software implementation projects.
§ Exceptional analytical, problem-solving, and communication skills.
§ Proven presentation skills for internal and external audiences
§ Attention to detail and ability to manage multiple priorities
§ Ability to work both independently and in a team environment
Preferred Qualifications
§ Experience with regulatory compliance in wealth management sector
§ Knowledge with PortfolioAid's suite of products
§ Working knowledge of brokerage platforms (e.g. Dataphile, BPS, ISM, Univeris, RPM)
