We are seeking a Technology Business Analyst Lead to join our Financial Services practice. This role will lead the business analysis workstream for a technology initiative focused on centralizing investment banking documentation in Salesforce and building a daily data feed to Axiom. The position requires deep understanding of investment banking documentation, regulatory context, and technical integration between systems.
Why Join Exadel
We’re an AI-first global tech company with 25+ years of engineering leadership, 2,000+ team members, and 500+ active projects powering Fortune 500 clients, including HBO, Microsoft, Google, and Starbucks.
From AI platforms to digital transformation, we partner with enterprise leaders to build what’s next.
What powers it all? Our people are ambitious, collaborative, and constantly evolving.
What You’ll Do
Lead the business analysis function for the investment banking documentation centralization project
Manage intake and prioritization of business requests related to Qualified Financial Contracts (QFCs)
Act as SME for the documentation portfolio, providing real-time transparency and insights
Engage with senior stakeholders across technology and business to present gaps, opportunities, and strategic recommendations
Maintain and evolve documentation such as project plans, BRDs, process maps, and executive summaries
Collaborate with Salesforce developers and data engineers to define document tagging, metadata capture, and feed logic
Translate business needs into technical requirements and ensure traceability across systems
Ensure document structure and metadata support downstream compliance and audit readiness
Partner with PMs to maintain up-to-date delivery plans and timelines
Ensure traceability and auditability of documentation and data flows across systems
Targeted Document Types
Underwriting agreements
Merger agreements
Share subscription agreements
10b5-1 plans
Buyback agreements
Collateral agreements
Guarantees
Letters of credit
Share purchase agreements
Tender offers
Credit agreements with security collateral
What You Bring
7+ years of experience in business analysis or data analysis within capital markets or investment banking
Experience in a lead position
Strong understanding of Salesforce architecture and document management
Familiarity with investment banking agreements and their regulatory context
Experience with data integration tools and platforms (e.g., Axiom, ETL pipelines)
Excellent communication and stakeholder management skills
Proficiency in process modeling, data mapping, and documentation tools
Location
Toronto, ON
Legal & Hiring Information
Exadel is proud to be an Equal Opportunity Employer committed to inclusion across minority, gender identity, sexual orientation, disability, age, and more
Reasonable accommodations are available to enable individuals with disabilities to perform essential functions
Please note: this job description is not exhaustive. Duties and responsibilities may evolve based on business needs
Exadel Culture
We lead with trust, respect, and purpose. We believe in open dialogue, creative freedom, and mentorship that helps you grow, lead, and make a real difference. Ours is a culture where ideas are challenged, voices are heard, and your impact matters.
