An Initial AI Screening will be conducted for this role.

Duration: 12 months | Possibility for an extension, based on performance and opportunities available.

Daily Responsibilities

Project Name: Strategic Derivatives Program

As a Business Analyst for the Strategic Derivatives Program, you will be the documentation backbone of our platform modernization initiative. Your typical day involves:

• Requirements Gathering & Analysis – Collaborating with business stakeholders and project teams to understand functional and technical requirements for the new derivatives platform
• Documentation Development – Creating comprehensive requirement specifications, process documentation, and technical guides that translate complex requirements into clear, actionable information
• User Guides & Training Materials – Developing end-user documentation and training resources to support smooth adoption of the new system
• Runbook Creation – Preparing operational procedures and step-by-step guides for system maintenance, troubleshooting, and day-to-day operations
• Stakeholder Communication – Acting as a bridge between business teams and technical teams, ensuring clarity and alignment throughout the project lifecycle
• Project Support – Providing ongoing documentation and analytical support to ensure the strategic initiative stays on track

Key Accountabilities

• Lead detailed requirement phases by identifying, tracking, escalating and/or resolving business systems issues
• Involved in all aspects of projects, including documentation of project needs, analysis, research of needs and possible solutions, identifying technology and business solutions, gathering, documenting and updating business requirements; reviewing workflow process mapping; creating project plans; developing business testing strategies and working with project members to execute the test plan, recommending preferred solutions, and implementing recommendations
• Conduct functional reviews with stakeholders, gather requirements, document business requirements and create process maps of current and future state
• Identify, track and resolve business systems issues
• Create or lead the development of detailed level process maps to facilitate requirements gathering, gap analysis and for training use
• Manage project documentation (implementation plan, issues log, process maps, reports, FTE analysis, etc.) and resolves emerging issues at the implementation stage of the project
• Contribute to successful project completion within budget and on time by identifying risks and developing/recommending mitigation strategies
• Seeks input from the business by facilitating sessions
• Develop strategic training plan associated with introduction of new/ enhanced the business processes
• Provide assistance with business user testing, when required
• Develop and maintain strong relationship with business partners and internal/external team members
• Provide consulting services to business partners on new initiatives
• Identify issues and escalates/manages resolution as required

What program/technology/software knowledge is essential for this role?

Financial Services Domain Knowledge

• Fund Accounting & Derivatives Expertise – Experience in financial services, particularly with fund accounting operations and/or derivatives processes, is essential. You'll leverage this knowledge to understand complex business requirements, identify process gaps, and ensure accurate documentation of the new system's capabilities against current workflows.

Documentation & Requirements Management

• Microsoft Office Suite (Word, Excel, PowerPoint, Visio) – You'll create requirement specifications, functional design documents, user guides, runbooks, and process documentation that teams will rely on during implementation and post-launch operations.

Communication & Analytical Skills

• Strong Writing & Presentation Abilities – You'll translate technical concepts into clear documentation and present findings to diverse stakeholder groups.

Must-have Skills

• 3-5+ years as a Business Analyst – Demonstrated experience in requirements gathering, documentation, and stakeholder management, ideally within financial services or technology projects.
• Financial Services Background – Experience in fund administration, derivatives trading, or related financial operations is essential to understand the business context and technical complexities of this modernization initiative.
• Documentation & Process Mapping – Proven ability to create clear, comprehensive documentation including requirements specifications, process flows, user guides, and operational procedures.
• Project Collaboration – Experience working cross-functionally with business teams, technical architects, developers, and operations to translate requirements into deliverables.

Education & Certifications

• Bachelor's degree in Business, Finance, Information Systems, or related field (or equivalent professional experience)
• Derivatives or Financial Systems Knowledge (preferred) – Industry-specific certifications or demonstrated expertise in derivatives trading, fund accounting, or settlement processes

Nice-to-have Skills

• Derivatives Platform Experience – Familiarity with existing or legacy derivatives systems, trading platforms, or settlement processes provides valuable context for understanding migration requirements.
• Fund Administration System Knowledge – Experience with fund accounting software, NAV calculations, or portfolio management systems demonstrates deeper industry expertise.

Soft Skills & Attributes

• Multi-Project Management – Ability to juggle multiple concurrent documentation workstreams without losing focus or quality.
• Mentoring & Training – Capacity to train business users and support teams on new system processes post-launch.
• Adaptability – Comfort working in fast-paced, evolving technology environments where requirements may shift throughout the project.

Domain & Industry Experience

• Change Management Experience – Background in managing system implementations or organizational change initiatives.
• User Acceptance Testing (UAT) Leadership – Experience designing and executing UAT plans ensures smooth system rollout.
• Trading or Operations Background – Hands-on experience in derivatives trading, operations, or settlement teams provides practical insight into end-user needs.

Soft skills

Essential Soft Skills

• Strong Communication – Ability to articulate complex financial concepts clearly to diverse audiences
• Attention to Detail – Precision in documentation to ensure accuracy across all project deliverables
• Problem-Solving – Analytical mindset to identify gaps and propose solutions
• Stakeholder Management – Ability to manage competing priorities and maintain alignment across multiple teams

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $40/hr -$52/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.