At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact; for our clients, our communities, and each other.

The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect. Are you resourceful and tenacious problem solver? Do you pride yourself on your ability communicate effectively and build relationships? Do you have project experience with the PAM investment system? If this is you, you would be a great fit for our Sr. Business Analyst (BA) opportunity. We’re looking for a candidate who can apply these skillsets, while using a variety of BA tools, to play a key role in the testing of system upgrades and new implementations on this system. We are looking for you to provide in depth technical support to identify issues through to resolution. If that’s you, why not apply now? Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

Position Title: Business Analyst, Senior

Reports To: Director, Investment Data

Department: Investment Data ) Term: Permanent Full-Time

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

What you will be doing:

• Assess, research, analyze and document sponsor/stakeholder needs
• Recommend business solutions that satisfy sponsor/stakeholder needs
• Consult and coordinate with stakeholders to design and map business processes and procedures
• Lead Business Requirement sessions and identify, track and escalate issues for resolution
• Prepare and consolidate requirements documentation
• Create or assist others in the writing of user documentation, instructions and procedures
• Lead User Acceptance Testing in the planning, development of test cases and test execution
• Manage project scope, schedule, reporting, issue tracking and escalation throughout the planning stage of the project

What you will bring:

• 3+ years as a lead Business Analyst
• Experience with the PAM investment system (XG or PFI series of products)
• Previous investment back-office experience
• Strong knowledge of different investments including: equities, fixed income, preferred shares, derivatives, private placements and segregated or mutual funds
• Experience participating in investment system upgrades and testing
• Adaptable to change
• Excellent analytical, problem solving, organization and communication skills
• Sound day-to-day time management skills in a fast-paced environment
• High level of accuracy and attention to detail

What’s in it for you:

• A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• Generous vacation package with one volunteer day to give back to a charity of your choice
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy. This position is available due to an existing vacancy.

We're dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.