Business Analyst - Asset & Wealth Management

About the job

Sr Business Analyst – Asset & Wealth Management

Client: Investment Client

Role: Senior BA - Asset & Wealth Management

Job Type: Contract (6-18 months), initial term with potential extension

Location: Onsite – Downtown Vancouver, ON

Pay Rate - $70 - $80/hr

Your New Company

Our client, a very well-known global investment company hiring a Senior Business Analyst for a contract opportunity.

Your New Role:

We are seeking an experienced Business Analyst to support a portfolio of initiatives within the Finance sector, with a strong preference for candidates who have worked in Asset or Wealth Management environments. The role will focus on technology-enabled change, including digital transformation, system implementations, and process optimisation. The successful candidate will work closely with business stakeholders, technology teams, and external vendors to define requirements, support solution design, and ensure successful delivery of complex change initiatives.

Key Responsibilities

• Elicit, analyse, and document business and functional requirements across multiple stakeholders

• Translate business needs into clear specifications for technology and delivery teams

• Support technology and digital transformation initiatives, including system implementations, platform upgrades, and data-related projects

• Facilitate workshops, interviews, and working sessions with business, operations, and technology teams

• Develop and maintain artefacts such as business requirements documents, functional specifications, process maps, user stories, and acceptance criteria

• Collaborate with project managers, architects, developers, and testers throughout the delivery lifecycle

• Support change management activities, including impact assessments and business readiness

• Assist with UAT planning and execution, defect triage, and implementation support

• Ensure solutions align with regulatory, operational, and governance requirements typical of financial services environments

What You’ll Need to Succeed:

• 5–10 years’ experience as a Business Analyst within the Finance sector

• Strong domain experience in Asset Management and/or Wealth Management is highly desirable

• Proven experience working on technology-driven change and digital transformation initiatives

• Solid understanding of system implementation lifecycles (Agile, Waterfall, or hybrid)

• Experience working with cross-functional teams, including IT, operations, and external vendors

• Strong analytical and problem-solving skills, with attention to detail

• Excellent stakeholder engagement, communication, and facilitation skills

• Ability to operate effectively in a fast-paced, change-oriented environment

Desirable Experience

• Experience with core investment platforms, portfolio management systems, data platforms, or client reporting solutions

• Exposure to data integration, migration, or platform modernisation initiatives

• Familiarity with Agile delivery methods and tools (e.g. Jira, Confluence)

• Experience working in regulated financial services environments

Qualifications

• Bachelor’s degree in business, Finance, Information Systems, or a related discipline (or equivalent experience)

• Relevant certifications (e.g. CBAP, PMI-PBA, Agile BA) are advantageous but not essential

Personal Attributes

• Proactive and delivery-focused

• Comfortable working with ambiguity and evolving requirements

• Strong collaborator with a pragmatic, solution-oriented mindset

• Able to balance strategic thinking with hands-on execution

What You’ll get in Return

The client is offering a long term contract opportunity.

This posting is for an existing vacancy with the organization.

AI may be used to screen, assess or select applicants for the position.