Business Analyst
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Key skills for this role
Role Overview
The Business Analyst bridges business needs with technology solutions in the Wealth Management domain.
The role translates client requirements, regulatory standards, and operational goals into system enhancements and process improvements.
The analyst collaborates with stakeholders, product owners, and technical teams to improve client experience, streamline operations, and support business growth.
Key Skills for This Role
Full Job Posting
Job Summary
The Business Analyst bridges business needs with technology solutions in the Wealth Management domain.
The role translates client requirements, regulatory standards, and operational goals into system enhancements and process improvements.
The analyst collaborates with stakeholders, product owners, and technical teams to improve client experience, streamline operations, and support business growth.
Location
- PCS CA, Toronto.
Experience and Education
- The role requires 8 or more years of experience.
- A bachelor's degree in Business Administration, Information Technology, or a related field is required.
- Relevant Business Analysis or Project Management certifications are a plus.
Responsibilities
- Collaborate with architects on API-led integrations with third-party data providers such as credit scoring, GIS data, and fraud detection services.
- Drive data migration from legacy systems to cloud-based data warehouses while ensuring data integrity.
- Mentor mid-to-senior-level business analysts on complex insurance workflows and career progression.
- Gather, document, and validate business requirements.
- Conduct gap analysis between current processes and desired outcomes.
Mandatory Skills
- Good experience with JIRA and Confluence.
- Good knowledge of SQL for data analysis.
- Strong communication skills.
- Expert-level Sapiens products experience.
- Expert-level requirement gathering and analysis.
- Expert-level Wealth Management domain knowledge.
- Advanced business process modeling.
Preferred Skills
- Familiarity with the insurance domain.
- Ability to articulate requirements clearly through communication and presentation.
- Innovative problem-solving for business challenges.
- Negotiation skills for balancing stakeholder priorities.
- Documentation skills for maintaining clear requirements.
- Time management across multiple projects.
- Collaboration with cross-functional teams.
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