BSA/BA/Product Owner Consultant (Contract) – Wealth Distribution, Retail Investment Securities Dealer
Our client is a leading Canadian Financial Services & Insurance provider who is introducing a new retail investment securities dealer to expand on their wealth distribution sector.
They are seeking a strong Senior Business Systems Analyst with wealth distribution experience, who has supported complex technology and data implementations.
- Contract: 1 year contract to start, with likelihood of extension
- Level: Senior (7-10 years)
- Location: Preferably Ontario
- Remote or Hybrid: Majority remote, but would have expectations to go into an office as needed (Waterloo or TO)
- Start Date: ASAP/Early June
Key Knowledge
– BA/BSA/Product Owner experience supporting front, middle and/or back office advisor and investment applications
– Experience implementing technology tools/applications supporting an investment dealer
– Functional or operational knowledge of various investment products and securities processing
– Experience with data mapping or modeling for supporting an investment dealer
Main Activities & Deliverables
– Facilitate discovery work with business and technical teams to understand the problem and help define overall scope
– Work with Product Owner in drafting user stories and documenting detailed business and system use cases to drive out the detailed functional requirements
– Participate in analysis and definition of product business requirements
– Identify and analyze non-functional requirements for both business and product system needs
– Lead/participate in requirements workshops to identify business needs and requirements
– Lead/participate in data integration requirements gathering and related documentation
– Document current business processes, business flows, rules and artifacts, and propose business processes, business flows, rules and artifacts
– Produce detailed requirements documents using current documentation processes of User Stories, Business and System Use Cases, Business Flows…
– Develop detailed functional requirements for the implementation of business process changes or improvements, data analysis and the creation of reports
– Ensure the resulting solution meets business requirements and business acceptance is achieved
Key Skills Required
– Strong facilitator with experience working with various levels of stakeholders
– Ability to work independently and communicate progress
– Experience with the investment industry (IIROC/MFDA) and the terminology/processes that support it
– Strong communication skills with ability to communicate both complex business and technical concepts and align organization on decisions
– Strong interpersonal / relationship building skills with technical and business personnel
– The ability to adapt to various software development methodologies
– Jira/Confluence experience is an asset
– Experience working with vendors is an asset