Business Analyst - Wealth Management

Toronto, ON
Hybrid
Posted Sep 18, 2026
1 position

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Employment type: Full-time
Experience level: Senior · 5+ years
Apply by: Oct 15, 2026
Posting language: English
Working hours: 40 hours per week
Office presence: 4 days per week
Seniority: Mid-Senior level
Application method: Direct apply is available

Job summary

The Business Analyst will facilitate requirements and documentation using Agile and Waterfall methodologies. They will focus on the Portfolio Management aspect of Wealth Management, including asset allocations and portfolio rebalancing.

Job details

Iris's Direct client, one of the world's Premier Investment Bank is looking to hire a strong Business Analyst - Wealth Management for a Contract to Hire opportunity in Downtown, Toronto. Hybrid - Toronto - 4 days from office Job Description: Business Analyst with some Wealth Management experience Excellent communication – able to get point across clearly and effectively. Strong BSA discipline (Agile and waterfall methodologies (or hybrid) and documentation and requirement facilitation methods) - 5-10 years of experience as a BA / BSA Understanding of the Portfolio Management aspect of Wealth Management – Asset Allocations, Portfolio Rebalancing, Modeling, Market Values, Positions, Rate of Return, Projected Monthly Income, etc. Anurag Dang Iris Software 200 Metroplex Drive, Suite #300 Edison, NJ 08817 Mobile: 732-535-0734 anurag.dang@irissoftware.com www.irissoftware.com

What you’ll do

Requirements

Candidates must have 5-10 years of experience as a BA/BSA with strong communication skills. Expertise in Wealth Management concepts such as market values, positions, and projected monthly income is required.