Senior IT Business Analyst

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are looking for a Senior IT Business Analyst with very good understanding of Portfolio Management Systems or Investment Management Systems to support and maintain key investment management processes and systems. This position will report to the CTO and will be part of:

  • the team to manage an application landscape including Trade Order Management systems, pricing, portfolio management and reporting systems
  • internal client support escalations, feedback and change request management process
  • change request development, enhancements, and new functional development

Job Description:

  • Streamline and manage the operating model of the portfolio management system with regards to daily, quarterly and annual tasks, ad hoc requests and issues
  • Ensure that the functional requirements are understood, documented and considered correctly in the implementation
  • Create and maintain the product documentation for support to the firm
  • Capture epics and user stories within JIRA 
  • Analyze new business requests and support the effort estimation of the team
  • Conduct business analyses and technical analyses
  • Support testing activities, and advise business stakeholders on relevant issues
  • Manage product, vendor and business knowledge for the key portfolio management system

Job Qualifications:

  • 8+ years in a similar role (business analysis, business engineering, requirements engineering) in the financial industry
  • In-depth expertise in finance, financial products, Canadian regulatory frameworks, portfolio management and advisory processes. Experience with Mutual funds processes will be a significant advantage
  • Good understanding of Software Development processes, preferable experience as a developer
  • UML hands-on experience with ability to model domain models or visualize dynamic flows. Ideally familiar with Enterprise Architecture
  • Practical SQL skills to be able to conduct data analysis, if required
  • Understanding portfolio theory and portfolio management processes
  • A large business analysis tool-belt with the understanding when to use which tools (use case
  • modelling, business rule writing, user story writing, state diagrams, flow diagrams….)
  • Proficiency with the following systems: APX (SS&C), LatentZero (IoN or Fidessa), Pricing

Attributes for Success

  • Positively contributing to our Culture Blueprint – Character (Be Genuine), Connection (Build
  • Relationships), and Commitment (Deliver Excellence)
  • Exceptional consulting and planning skills with a strong ability to build strategic relationships
  • Excellent communicator and effective leader with high interpersonal skills and demonstrated ability to build trusted relationships
  • Ability to exercise sound judgement in making decisions
  • Ability to negotiate, influence and gain other's support
  • Ability to stay energized, productive and focused in the face of challenges, ambiguity, change or strenuous demands, creating a supportive environment that helps others
  • Ability to see and synthesize different sides of an issue, examining the full range of options and outcomes, and building intellectual frameworks to guide analysis and action

Thank you in advance for your interest. If your profile meets our requirement, we will gladly reach out to you.

For more information, please contact Kaushal Parikh (KP) at 604-683-3391 OR