Business Analyst - Capital Markets

Capital Markets
- Business Analyst
- Non-IT – 4 Location Address: 40 King Street W 15th Floor – hybrid – onsite 4x/week Contract Duration: 6 months with Possibility of extension Number of Positions: 1 Schedule

Hours:

9am-5pm Monday-Friday; standard 37.5 hrs/week (Possible OT) Candidate Requirements/Must Have

Skills:

• 1. 8+ years of Business Analysis experience, preferably in Wealth Management, Asset Management, Direct Indexing (capital market)
• 2. 5+ years of experience leading requirements management, process mapping, user stories, acceptance criteria, and solution validation.
• 3. 5+ years of experience working in Agile delivery environments.
• 4. 5+ years of experience supporting UAT, implementation, and post-launch stabilization
• 5. Experience with portfolio management platforms (Charles River, MPower)

• - SQL
• - data analysis, and reporting experience

The ideal candidate brings strong business analysis experience, with expertise in wealth management, investment platforms, portfolio management processes, and Agile delivery, along with a proven ability to deliver results in a fast-paced, collaborative environment.

• 1st round – HM + Business Lead – 45 mins – in-person (case study)
• 2nd round – VP – 15 mins – MS Teams Video (cultural fit)

For 1st round in-person IV, the candidates will receive a case study prior to the IV that they will have to analyze and present during the IV. Instructions will be included once the HM sends out the case study, HM will allow for at least 48 hours to prepare for IV. The candidates will be expected to prepare a 2-page slide presentation (5-10 mins of presentation time)

The IV will take place at 40 King Street W.

Candidates will meet HM near elevators and they will be escorted up to the 15th floor.